Tax Planning Associate/Advisor jobs in United States
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Truity Partners · 3 weeks ago

Tax Planning Associate/Advisor

positionWaukesha County, WI
timeFull-time
remoteHybrid
seniorityEntry Level
money$70K/yr - $120K/yr
date1+ years exp

Truity Partners is a boutique financial services firm in the Waukesha County area seeking a Tax Planning Associate/Advisor. The role involves working with Wealth Advisor teams to provide integrated wealth management, analyzing tax returns, and ensuring compliance with tax regulations.

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Growth Opportunities
Hiring Manager
Cassidy Pilo, CPA
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Responsibilities

Work directly with the Wealth Advisor teams to provide clients with an integrated wealth management experience
Meet directly with clients, review tax information, and respond to questions and concerns
Analyze and prepare federal and state income tax returns for designated clients
Assist with tracking and generating responses and notices regarding federal, state, and local tax issues
Researching various tax issues and taking a lead role on assigned projects
Plan efficient tax strategies for defined clients serving as a primary tax resource
Work collaboratively with the team and proactively seek guidance, clarification, and feedback
Ensure clients comply with IRS regulations and meet their state and federal tax obligations
Provide operational and administrative support to the Tax team

Qualification

Enrolled Agent certificationTax analysisBachelor’s degree in financeTax complianceAnalytical skillsMulti-taskingAttention to detailTeam collaboration

Required

Bachelor's degree with an emphasis in finance, accounting, or math or other relevant experience
Enrolled Agent (EA) certification or ability to obtain designation within stated timeframe
1+ years of related tax experience
Possess the ability to work quickly, multi-task priorities, and meet deadlines with accuracy
Work independently yet possesses the flexibility to work with a team
Analytical with strong attention to detail

Benefits

Flexibility
Discretionary incentive program

Company

Truity Partners

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Truity Partners provides recruitment and staffing services for the accounting, finance, and tax sectors.
dateFounded in 1995
location
Madison, Wisconsin, USA
people-size51-200 employees
web-link
https://truitypartners.com

Funding

Current Stage
Growth Stage

Leadership Team

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Denise Raunig
Interim CFO - MN Private Colleges Council
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Carver Smith
Managing Partner – Recruiter, executive search, professional, public motivational speaker, coach
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Company data provided by crunchbase