Tax Preparer

Elite Retirement Group is seeking a detail-oriented and client-focused Tax Preparer to join our growing financial services firm in Plover, Wisconsin. This full-time, in-office position is a fantastic opportunity for someone eager to contribute to a reputable firm dedicated to helping clients achieve financial security through tax-efficient strategies and retirement planning.Why You Should Join Us:Join a trusted financial services firm known for exceptional client care and comprehensive planning.Gain valuable experience in tax preparation and planning within a collaborative environment.Enjoy a supportive work atmosphere with opportunities for long-term career growth.Key Responsibilities: Tax Preparation & Filing:Prepare individual and business tax returns, ensuring accuracy and compliance with federal and state regulations.Review financial documents, deductions, and credits to optimize client tax outcomes.Ensure timely and accurate filing of personal income tax returns, small business tax filings, and retirement-related tax documents.Client Tax Strategy & Planning:Collaborate with financial advisors to incorporate tax-efficient strategies into clients overall financial plans.Advise clients on tax-saving opportunities, Roth conversions, and other tax strategies.Assist with tax planning related to retirement withdrawals, estate planning, and investment portfolios.Client Service & Relationship Management:Serve as a trusted tax resource for the firm's financial planning clients.Communicate proactively with clients to gather necessary tax documents and explain tax concepts.Develop and maintain long-term client relationships through exceptional service and proactive guidance.Compliance & Recordkeeping:Maintain accurate client tax records and documentation for compliance and audit purposes.Stay current on federal and state tax laws, IRS regulations, and industry best practices.Ensure all tax filings adhere to legal and ethical standards.Qualifications: Required:Experience preparing personal and/or business tax returns.Strong knowledge of federal and state tax laws.Proficiency in tax preparation software and Microsoft Office Suite (Excel, Word, Outlook).Exceptional attention to detail and organizational skills.Strong communication skills and a client-first approach.Preferred:Enrolled Agent (EA), CPA, or other tax-related designation.Experience in financial services, wealth management, or retirement planning.Familiarity with Roth conversions, capital gains tax, estate tax planning, and small business taxation.About Elite Retirement Group: Elite Retirement Group is a trusted financial services firm specializing in retirement planning, tax strategies, and investment solutions. We prioritize client education, transparency, and helping clients secure their financial futures. We are looking for a dedicated professional to join our team and support our clients with expert tax services.If you are ready to advance your career and contribute to a team committed to client success, apply today to become a valued member of Elite Retirement Group!

Created: 2025-02-16