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Financial and Tax Planning Associate
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Avaii Wealth Management
Appleton, WI (In Person)
Full-Time
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Job Description
Financial and Tax Planning Associate Avaii Wealth Management - Appleton, Wisconsin Avaii Wealth Management About Avaii At Avaii Wealth Management, we believe financial planning should be clear, comprehensive, and personalized. Our mission is to help clients navigate every stage of life with confidence through integrated financial planning, wealth management, retirement planning, and tax planning services. As an independent, fee-focused advisory firm, we put clients first and provide practical advice in a language they can understand. (Avaii Wealth Management) We are seeking a Financial and Tax Planning Associate who is passionate about helping clients achieve their financial goals through thoughtful planning, proactive tax strategies, and exceptional client service. Position Summary The Financial and Tax Planning Associate supports our advisors and tax professionals in delivering comprehensive financial and tax planning solutions. This role combines analytical expertise, client interaction, and technical planning responsibilities to help clients build, preserve, and transfer wealth efficiently. The ideal candidate is detail-oriented, client-focused, and eager to grow within a collaborative team environment dedicated to excellence and continuous learning. (Avaii Wealth Management) Key Responsibilities Financial Planning Prepare and maintain comprehensive financial plans for individuals and families. Analyze client financial information, including cash flow, retirement readiness, investments, insurance coverage, and estate planning considerations. Assist advisors in developing and implementing planning recommendations. Support retirement income and cash flow projections. Prepare client meeting agendas, presentations, and follow-up action items. Participate in client meetings and assist with ongoing service requests. Tax Planning & Preparation Prepare individual income tax returns and related tax documents. Conduct tax planning analyses to identify opportunities for tax savings and efficiency. Review tax returns and financial plans to uncover planning opportunities. Assist with year-end tax projections and tax strategy implementation. Research tax law changes and communicate relevant planning implications to advisors and clients. Client Service & Compliance Maintain accurate client records and planning documentation. Assist with account administration, onboarding, and client service requests.4 Work with our Compliance Consulting firm's support programs to ensure Avaii maintains all regulatory requirements. Plan, organize, and monitor the firm's administrative and operational compliance activities. Periodically review new accounts and exceptions. Qualifications Required Bachelor's degree in Accounting, Finance, Financial Planning, Business, or related field. 1-5 years of experience in financial planning, tax preparation, accounting, wealth management, or a related profession. Strong analytical and problem-solving skills. Excellent written and verbal communication abilities. Proficiency in Microsoft Excel and financial software applications. Ability to manage multiple priorities and deadlines. Preferred