Annex Wealth Management ยท 1 day ago
Tax Planning Associate
Wisconsin
Full-time
Hybrid
Entry Level
1+ years expAnnex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. The Tax Planning Associate role focuses on preparing individual tax returns while gaining experience in tax and financial planning strategies within a collaborative team environment.
Business Information SystemsConsultingFinancial Services
Responsibilities
Help with tax preparation, including data entry and initial preparation of individual tax returns in CCH Axcess to be reviewed by senior resources
Learn to use tax planning and financial planning software to analyze tax situations and identify proactive tax strategies (training provided if new to you)
Under mentorship, learn and execute tax planning strategies used in wealth management such as Roth conversions, charitable giving strategies, equity compensation strategies, capital gain harvesting, and more
Assist financial advisors who are not tax experts in understanding and delivering effective tax planning advice to wealth management clients
Shadow and work toward potentially meeting with clients directly to answer tax questions and provide tax advice (optional and in the future)
Stay informed on current tax laws and annual changes
Help clients with estimated payments and withholdings
No sales, marketing, or business development responsibilities of any kind
Qualification
Required
At least 1-3 years of experience preparing individual tax returns
Must aspire to become an EA or CPA (or already hold one of these credentials, or a JD with tax specialization)
Ideal candidate will be intrigued by financial planning and wealth management, and willing to study and learn in this area (company paid)
Must have a true desire to enhance technical knowledge and further develop your career
Interest in pursuing advanced credentials and training (company paid)
Fast learner with the ability to adapt quickly
Comfortable with learning new software and systems
Working knowledge of current tax laws, and enthusiasm for keeping up with annual changes
Benefits
Medical, dental, and vision insurance
401(k) plan
Life & Disability Insurance
Paid Time Off (PTO)
401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
Company Events
Opportunities for professional growth and development
Summer hours
Casual Friday's
Company
Annex Wealth Management
Annex is an investment advisor that serving the complete financial needs of family, individual and business clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Naomi Ackley
Chief Compliance Officer
Recent News
2025-10-30
BizTimes Milwaukee
2025-09-13
Company data provided by crunchbase