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Tax Accountant Accounting & Finance

Tax Planning Associate — Remote Eligible

Remote / Online - Candidates ideally in
Wisconsin, USA
Listing for: Annex Wealth Management
Remote/Work from Home position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Tax Accountant, Accounting & Finance
  • Accounting
    Tax Accountant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Wisconsin is seeking a Tax Planning Associate to prepare individual tax returns while gaining experience in tax planning strategies. Candidates should have 1–3 years of tax preparation experience and aspirations to become an EA or CPA. The role focuses on collaboration, ongoing education, and client interaction, with no sales responsibilities. Comprehensive benefits, including health insurance and retirement contributions, will be offered.

Join a vibrant team culture at this award-winning workplace.
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Position Requirements
10+ Years work experience
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