Magellan Financial & Insurance Services, Inc. · 1 week ago
Tax Accountant | Wealth Planning
Plover, WI
Full-time
Onsite
Mid Level
$75K/yr - $150K/yr
3+ years expMagellan Financial & Insurance Services, Inc. is building a proactive tax practice within a growth-driven wealth management firm. The Tax Accountant will lead the firm’s tax function, delivering high-impact planning for mass-affluent families and collaborating with financial advisors to enhance holistic financial strategies.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
Own and grow the firm’s tax planning and preparation service line
Collaborate with financial advisors to integrate tax strategy into holistic plans
Deliver proactive planning (Roth conversions, RMD planning, Medicare/IRMAA awareness, Social Security optimization)
Oversee internal accounting coordination and ensure clean, consistent tax workflows
Improve processes, templates, and client-facing deliverables to raise the standard of service
Qualification
Required
EA designation or Associate's degree in Accounting
3+ years of professional tax preparation and planning experience
Proficiency with professional tax software (ProSeries, Lacerte, or Drake)
Preferred
CPA license (or actively pursuing)
QuickBooks and small business bookkeeping experience
Benefits
Full firm sponsorship for CPA training/certification (if pursuing)
401(k) match
PTO
Subscription-based primary care access
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
Company data provided by crunchbase