Tax Advisor/Enrolled Agent jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Well · 9 hours ago

Tax Advisor/Enrolled Agent

positionMadison, WI
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$60K/yr - $75K/yr
date2+ years exp

The Well is a growing financial services firm providing comprehensive planning and tax support. They are hiring a Tax Advisor to manage end-to-end tax preparation, research complex issues, and communicate clear tax strategies to clients.

Staffing & Recruiting
Hiring Manager
Ashlee Klingler
linkedin

Responsibilities

Manage end-to-end tax preparation
Research complex issues and optimize client outcomes
Communicate clear tax strategies
Support clients through audits, appeals, and planning
Work in a fast-paced, collaborative tax practice

Qualification

EACPATax preparation experienceHigh-volume workflow managementAttention to detailClear communication

Required

EA or CPA (required)
2–3+ years of tax preparation experience
Strong accuracy and attention to detail
Ability to manage high-volume workflow
Clear communicator with a client-first mindset

Benefits

10% bonus of tax revenue per return
High earning potential during peak season
Two compensation paths (W2 or 1099) depending on your goals
No Sunday meetings even though the office remains open

Company

The Well

twitter
company-logo
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
dateFounded in 2023
location
Peoria, Arizona, US
people-size11-50 employees
web-link
https://thewell.solutions/

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Steven Perry
Founder
linkedin
Company data provided by crunchbase