Senior · Regional
KerberRose S.C. · Green Bay, Wisconsin · Hybrid
Apply on KerberRose S.C.'s site →Goes straight to the employer's own hiring page. We never sit in between.
Prepare and review individual and business tax returns and provide tax planning integrated with wealth management clients.
Worth knowing: Works with high net worth individuals and business owners
“CPA and Professional Certification Incentives”
KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This unique role combines tax preparation, tax planning, and client advisory services to help individuals, families, business owners, and retirement plan participants make informed financial decisions. As a member of the Wealth Management team, the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans. This individual serves as a trusted resource for tax-related questions, prepares tax returns, identifies tax planning opportunities, and coordinates with KerberRose tax professionals to ensure clients receive comprehensive and seamless advice. This position is ideal for an experienced tax professional who enjoys client interaction and wants to move beyond traditional tax compliance work into a more consultative role while remaining actively involved in tax preparation and planning. Key Responsibilities Tax Preparation & Compliance Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns. Coordinate the collection and review of tax documentation from clients. Ensure tax returns are completed accurately and in compliance with federal and state regulations. Stay current on changes in tax laws and regulations that may impact clients. Assist clients with responding to tax notices and requests from taxing authorities. Tax Planning & Advisory Identify proactive tax planning opportunities for clients throughout the year. Prepare tax projections and scenario analyses. Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies. Assist clients with retirement income planning from a tax perspective. Evaluate tax implications of investment decisions, charitable giving strategies, Roth conversions, business transactions, and retirement distributions. Participate in client planning meetings and provide tax-related guidance. Wealth Management Team Collaboration Serve as a dedicated tax resource for the KerberRose Wealth Management team. Work closely with advisors to incorporate tax considerations into comprehensive financial plans. Support business development efforts by demonstrating the value of integrated tax and wealth management services.
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