Operose ยท 5 days ago
Tax and Financial Planning Associate
Milwaukee, WI
Full-time
Onsite
Entry Level
1+ years expOperose is a company that delivers customized financial solutions to meet the investment advisory, family office, tax and alternative investment needs of clients. The Tax and Financial Planning Associate role is dedicated to providing support for Operose Tax Services, including preparing tax returns and offering financial planning services.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Prepare and file tax returns for new and existing clients
Provide accounting, tax consulting, and financial planning services to clients
Maintain broad industry network of tax/CPA professionals
Work closely with the Operose Advisors investment team and clients on optimizing after-tax portfolio outcomes and supporting growth in the advisory business
Accountable for operational and reporting aspects of certain family office or other complex client relationships
Assist in the preparation of financial plans
Present findings/output of financial planning and tax optimization strategies to clients
Qualification
Required
Bachelor's degree with very strong academic credentials and a record of achievement
Exceptional written, verbal, and technical skills required
Excellent communication and relationship building skills, with the ability to work effectively with clients, colleagues and vendors
Strong organizational skills and attention to detail with the ability to manage multiple tasks while maintaining a positive attitude
Preferred
One to two years of experience preferred
Experience with Envestnet/Tamarac and Right Capital preferred but not required
Benefits
Health, Dental and Vision Insurance
401(k) plan with employer match
Profit Sharing
Paid-time-off
Company
Operose
Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Caroline Jankowski
Partner, Chief Compliance Officer
Dan Stier, CFA ASA
President & Chief Investment Officer
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