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CPA

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Annex Wealth Management

2021-12-03 08:58:13

Job location Milwaukee, Wisconsin, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

We are a rapidly growing firm seeking a talented tax and accounting professional to join our team and assist in the needs of our clients. The right candidate will be knowledgeable in personal and/or business tax and be able to develop personalized advice and communicate the recommendations effectively to clients.


Responsibilities:

The primary responsibilities of this position include the following:

· Analyze tax situations and implications of investment activities on the client's tax situation

· Prepare pro-forma tax returns

· Meet with clients to answer their tax questions and give tax advice

· Prepare tax returns

· Stay updated on current tax laws and potential changes and educate advisors and clients on the implications of the law changes

Qualifications:

The CPA must possess the following minimum qualifications:

· At least 3 years of experience preparing tax returns

· Knowledge of the current tax laws

· Ability to communicate effectively in client meetings

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