<p> </p> <h2 class="job-title">Tax Associate</h2> <h3>Brookfield, WI or Libertyville, IL</h3> <div class="col-xs-12 no-horiz-padding"> <p><strong>Tax Associate</strong></p> <p>Have you started gaining experience preparing individual and/or 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.</p> <p>This role’s primary purpose is to <strong>prepare individual</strong> <strong>tax returns</strong> 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.</p> <ul> <li><strong>Tax Preparation Support</strong> – Help with tax preparation, including data entry and initial preparation of individual tax returns in CCH Axcess to be reviewed by senior resources.</li> <li><strong>No</strong> <strong>Time Tracking –</strong> You will <u>NOT</u> be required to track your time.</li> <li><strong>Planning</strong> <strong>Software</strong> <strong>Utilization</strong> – Learn to use tax planning and financial planning software to analyze tax situations and identify proactive tax strategies, from a collaborative planning team that has many other CPA's who have transitioned.</li> <li><strong>Tax Strategy Development</strong> – Under the mentorship of an experienced tax and financial planning team, 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. </li> <li><strong>Advisor Collaboration</strong> – Assist financial advisors who are not tax experts in understanding and delivering effective tax planning advice to wealth management clients.</li> <li><strong>Client Interaction</strong> – Shadow and work toward potentially meeting with clients directly to answer tax questions and provide tax advice (optional and in the future).</li> <li><strong>Ongoing Education</strong> – Stay informed on current tax laws and annual changes.</li> <li><strong>Payment & Withholding Assistance</strong> – Help calculate estimated payments and withholdings. </li> <li><strong>Focused Role</strong> – No sales, marketing, or business development responsibilities of any kind.</li> </ul> <br> <h3><u><strong>Annex Wealth Management</strong></u> <strong>– Know the Difference</strong></h3> <p>Join Our Growing Team!</p> 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 <u>vibrant culture</u> and <u>engaged teams</u> as two of our best features!<br> <p>Annex Wealth Management is a privately held, full-service advisory and wealth management firm 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.</p> <br> <p>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.</p> <p>At Annex Wealth Management, our values aren’t just words – they guide how we work every day:</p> <ul> <li><strong>Knowledge</strong></li> <li><strong>Accountability</strong></li> <li><strong>Integrity</strong></li> <li><strong>Courage</strong></li> <li><strong>Respect</strong></li> <li><strong>Ownership</strong></li> </ul> <p><strong>Does this resonate with you?</strong> 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 we do, we'd love to hear from you.</p> <p> </p> </div> <div class="col-xs-12 no-horiz-padding"> <p class="drawer-body-p"> </p> <h3><u><strong>What You’ll Need to Succeed</strong></u></h3> <p> </p> <ul> <li><strong>Tax Preparation Experience</strong> – At least 1-3 years of experience preparing individual tax returns.</li> <li><strong>Professional Aspirations</strong> – Must be on track to become a CPA or JD with tax specialization. Enrolled Agent may be considered in some cases.</li> <li><strong>Financial Planning Interest</strong> – Ideal candidate will be intrigued by financial planning and wealth management, and willing to study and learn in this area (company paid)</li> <li><strong>Career Development Motivation</strong> – Must have a true desire to enhance technical knowledge