Financial Planning and Information Services is a fee-only investment advisory firm based in De Pere, WI who is seeking an experienced tax preparer to add to their growing team.
What you will do
Prepare individual tax returns, submit taxpayer e-files, assist tax manager as needed during tax season, gather client information for working on tax estimates/projections, research income tax issues, calculate cost basis and analyze tax implications of certain investments, prepare RMD worksheets, ensure that RMD clients fulfill obligations timely. Other duties as directed.
- Understand and adhere to all company policies and support the mission and values.
- Meet attendance standards and work productively with team members.
- Ensure a clean and orderly work area.
What you need to have
For this position, you must have a minimum of at least two years of income tax preparation and knowledge of income tax laws. Additional requirements include having excellent verbal and written communication and the ability to work well with a team. Bachelor’s Degree in accounting preferred
Why should you consider this position?
- Competitive pay
- Flexible schedule
- Full Fringe benefits for full time employees – including PTO, Holiday, Disability, Life, Medical, Retirement, etc.
Take Action
We hire the best talent in the industry to be part of the team. If you feel you are up for a greatchallenge and are aligned for who we are looking for, we would like to hear from you.
Job Type: Full-time
Benefits:
- 401(k) matching
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Work Location: In person