Tax Planning Advisor
Pewaukee, WI 
Posted 1 month ago
Position No Longer Available
Position No Longer Available
Job Description

We are growing at Ellenbecker Investment Group and want to find a Tax Planning Advisor to join our tax team!

Be impactful! You will provide the highest level of tax planning expertise to our clients, as well as prepare annual tax returns.
Be challenged! The challenges you will face will change continually, and the solutions you devise will be critical to meeting the needs of our clients. To succeed, you need to be creative and analytical; dynamic and collaborative; a strategic thinker and possess a consistent passion to learn.
Be part of an amazing team! This position is open due to the exponential growth and the team is excited to have you join them.

Key Responsibilities:

  • Work directly with wealth advisor teams to plan efficient tax strategies for our clients.
  • Support the wealth advisor teams within EIG with tax expertise and knowledge of current tax laws.
  • Research applicable tax issues and strategies.  Share knowledgebase with wealth advisor teams.
  • Analyze and prepare U.S. Federal and State income tax returns.  Advise clients through the tax preparation process.
  • Establish and maintain relationships with tax clients to enhance their relationship with EIG.
  • Demonstrate a strong ability to work independently and within the team, prioritizing and complete tasks.
  • Strategize and evaluate opportunities for tax planning and preparation workflow efficiency.

  • Bachelor’s degree with an emphasis in finance or accounting, with a minimum of 3-5 years of relevant tax preparation experience is required; direct experience in the financial services industry a plus.
  • Must possess an active Certified Public Accountant (CPA) license.
  • Be an energetic, team-player that is passionate about being in a service industry.


Position No Longer Available
Job Summary
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
3+ years
Email this Job to Yourself or a Friend
Indicates required fields