Job description
Annex Wealth Management – Know the Difference
Annex Wealth Management is a 5-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out why!
Annex Wealth Management is an elite, 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.
Communication and Education are key to Annex Wealth Management’s growth. Check us out on “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.
Tax Manager - Remote
In this role you will be involved in all tax related aspects and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws.
Your Role
- Perform tax research
- Prepare and review tax returns
- Identify opportunities to help minimize the effective tax rate for clients
- Help train, guide and advise staff on tax return preparation and other matters
- Review and respond to various client tax notices
What We Are Looking For
- CPA (or EA and pursuing a CPA)
- 5+ years of public accounting experience
- 3+ years’ experience reviewing individual income tax returns in Wisconsin and Illinois
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