Tax Manager/Financial Advisor

Join a client-focused team in Milwaukee, where you will blend tax practice leadership with investment management service. The role is designed for professionals who want to deliver integrated tax and portfolio support, help new clients get started smoothly, and build long-term client relationships. Full-time, in-person work with benefits that include retirement support, time off, and the potential for firm partnership after 3 years.

What you’ll do

In this Tax Manager/Financial Advisor role, you will manage AFA’s tax practice while providing investment management services. You will identify opportunities where tax planning and portfolio decisions work together, then deliver coordinated account servicing to clients.

• Provide a strong onboarding experience for new clients and support new client development
• Attend client meetings and tailor financial plans and solutions to client needs
• Prepare and plan for individual income tax filings
• Integrate client portfolios with tax planning strategies tied to portfolio growth, tax consequences, and efficient income distributions
• Recommend and manage investment portfolios aligned with client objectives and suitability
• Monitor portfolios as markets and client objectives change
• Support client discussions with confidence in retirement planning, wealth accumulation, IRC income withdrawal rules, and estate wealth transfers

What you bring

• Bachelor’s Degree in Accounting, Finance, or a related field (required)
• Excellent interpersonal communication skills and motivation to grow new relationships
• Interest in building expertise across personal finance and investment management, including integration with individual tax preparation and tax planning
• Understanding of financial markets, general investment securities, and individual IRS tax codes
• Hold or be willing to obtain a Series 65 and CFP certification; CPA certification is a plus

Tools and platforms you’ll use

• Charles Schwab & Co.
• Tax and portfolio software
• Trading and servicing platform

Benefits

• Competitive salary based on experience level
• Opportunity to participate in profit sharing
• 401(k) Retirement Plan or equivalent, with company match
• 401(k) matching
• Group Health Insurance and Dental Insurance options
• Paid time off, including vacation and holiday pay
• Firm partnership opportunities after 3 years

Location: Milwaukee, WI (in person)
Job Type: Full-time
Minimum Experience: 1 year