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Tax Planning Associate

2 weeks ago

Brookfield, Wisconsin, United States Annex Wealth Management Full time $50,000 - $80,000 per year


Want to be the architect of lasting client relationships and a champion for their financial well-being? 

Tax Planning Associate 

Have you started gaining experience preparing individual and business tax returns and discovered you enjoy the work, but want something different? Maybe you're after a more reasonable workload, a truly collaborative team environment, or the opportunity to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on. 

Annex Wealth Management – Know the Difference 

Join Our Growing Team at Headquarters in Brookfield, WI 

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features  

Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. 

Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX. 

At Annex Wealth Management, our values aren't just words – they guide how we work every day: 

  • Knowledge 
  • Accountability 
  • Integrity 
  • Courage 
  • Respect 
  • Ownership 

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you. 

What You'll Do 

This role's primary purpose is to prepare individual and business tax returns while spending significant time gaining experience with tax planning and financial planning strategies. We pride ourselves in providing a working environment which is collaborative and team-oriented, and a workload which is reasonable and balanced. 

  • Tax Preparation Support – Help with tax preparation, including data entry and initial preparation of both individual and business tax returns in CCH Axcess to be reviewed by senior resources.  
  • No Time Tracking – You will NOT be required to track your time. 
  • Planning Software Utilization – Learn to use tax planning and financial planning software to analyze tax situations and identify proactive tax strategies (training provided if new to you). 
  • Tax Strategy Development – 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. 
  • Advisor Collaboration – Assist financial advisors who are not tax experts in understanding and delivering effective tax planning advice to wealth management clients. 
  • Client Interaction – Shadow and work toward potentially meeting with clients directly to answer tax questions and provide tax advice (optional and in the future). 
  • Ongoing Education – Stay informed on current tax laws and annual changes. 
  • Payment & Withholding Assistance – Help clients with estimated payments and withholdings. 
  • Focused Role – No sales, marketing, or business development responsibilities of any kind. 

Requirements

What You'll Need to Succeed 

  • Tax Preparation Experience – At least 1-3 years of experience preparing individual and/or business tax returns.  
  • Professional Aspirations – Must aspire to become an EA or CPA (or already hold one of these credentials, or a JD with tax specialization). 
  • Financial Planning Interest – Ideal candidate will be intrigued by financial planning and wealth management, and willing to study and learn in this area (company paid) 
  • Career Development Motivation – Must have a true desire to enhance technical knowledge and further develop your career. 
  • Advanced Credentials – Interest in pursuing advanced credentials and training (company paid). 
  • Learning Agility – Fast learner with the ability to adapt quickly. 
  • Technical Comfort – Comfortable with learning new software and systems. 
  • Tax Law Knowledge – Working knowledge of current tax laws, and enthusiasm for keeping up with annual changes. 

Comprehensive Benefits 

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.  

This includes a comprehensive suite of: 

  • Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future 
  • Life & Disability Insurance 
  • Paid Time Off (PTO) 
  • 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution  
  • Company Events: We believe in celebrating wins and creating connections – whether it's through get togethers, our Annual Picnic, or company milestones 
  • Opportunities for professional growth and development 
  • Summer hours 

We are committed to providing an environment where you can thrive and achieve your full potential. 

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.