Garry Executive Search · 3 weeks ago
Tax Advisor - Wealth Management
Pewaukee, WI
Full-time
Onsite
Entry, Mid Level
$120K/yr - $120K/yr
2+ years expGarry Executive Search is partnering with a highly respected, growth-oriented wealth management firm to hire a Tax Advisor, a key role that bridges Tax, Financial Planning, and Client Service. The role involves supporting Tax and Wealth Advisor teams, engaging with clients on tax-related matters, and ensuring compliance with tax regulations.
Staffing & Recruiting
Hiring Manager
Mark Garry
Responsibilities
Partner with Tax and Wealth Advisor teams to prepare for client tax review meetings (data gathering, report generation, follow-up)
Meet directly with clients to review tax information, answer questions, and help implement tax-efficient planning strategies
Prepare and analyze federal and state income tax returns for designated clients
Monitor, track, and respond to notices related to federal, state, and local tax matters
Ensure clients remain compliant with IRS and state requirements
Research tax issues and lead assigned tax-related projects
Document client interactions and follow-up in the CRM; coordinate with advisors and external partners as needed
Stay current with relevant tax laws and proactively identify planning opportunities
Qualification
Required
Bachelor's degree in finance, accounting, math, or related field
Minimum 2+ years of relevant experience (financial services or RIA experience a plus)
EA required or ability to obtain
Strong analytical mindset with exceptional attention to detail
Ability to juggle multiple priorities while producing accurate, high-quality work
Comfortable working independently and collaboratively within a close-knit team
Tech-savvy with Microsoft Office; experience with tax or accounting systems is a plus
A service-oriented attitude and genuine interest in helping clients make smart financial decisions
Preferred
CPA preferred but not required
Benefits
401(k) + match & profit sharing
Health, dental, vision, HSA/FSA
CE credits & license reimbursement
Flexible schedule & generous PTO
Advancement opportunities within a growing team
Wellness program & volunteer time off
Company
Garry Executive Search
At Garry Executive Search, we specialize in providing comprehensive recruitment solutions tailored specifically to the wealth management industry.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase