THE PATZER GROUP, LLC
Tax & Financial Planning Associate (Enrolled Agent)
THE PATZER GROUP, LLC, Edwardsburg, Michigan, United States, 49112
Tax & Financial Planning Associate (Enrolled Agent)
THE PATZER GROUP, LLC provided pay range
This range is provided by THE PATZER GROUP, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $70,000.00/yr - $100,000.00/yr
Financial Advisor with The Patzer Group Wealth Management We are seeking a detail‑oriented Enrolled Agent (EA) to prepare individual income tax returns during tax season and support financial planning activities during the remainder of the year. This full‑time role offers a balanced mix of tax work and planning collaboration within a client‑focused financial advisory firm.
Position Overview This is a year‑round position with a seasonal shift in focus. During tax season, the role centers on preparing individual tax returns (Form 1040). Outside of tax season, the associate will support our advisory team by helping build and analyze financial plans, with particular attention to tax‑aware strategies.
The ideal candidate enjoys tax preparation, has a strong planning mindset, and wants to work closely with financial advisors in a collaborative environment.
Key Responsibilities Tax Season Responsibilities (Primary Focus: January–April)
Prepare and review individual federal and state tax returns (Form 1040)
Work with common schedules including Schedule A, B, and D
Prepare returns involving:
Investment income and consolidated 1099s
Retirement income (IRAs, pensions, Social Security, RMDs)
Charitable deductions and basic tax credits
Limited multi‑state filings
Ensure accuracy, timeliness, and compliance with IRS regulations
Non‑Tax Season Responsibilities (Primary Focus: May–December)
Assist advisors with building and updating financial plans
Support tax‑aware planning analysis, including:
Capital gains management
Tax‑efficient withdrawal strategies
Input and maintain data in financial planning software (eMoney, RightCapital, MoneyGuide, or similar)
Review plans for tax implications and flag opportunities for advisor review
Support year‑end tax projections and planning initiatives
Qualifications Required
Active Enrolled Agent (EA) credential in good standing
Current IRS PTIN
3+ years of experience preparing individual tax returns
Strong working knowledge of Form 1040 and related schedules
High attention to detail and strong organizational skills
Ability to explain tax concepts clearly to clients and advisors
Preferred
Experience in a financial advisory or planning environment
Familiarity with financial planning software (eMoney, RightCapital, MoneyGuide)
Comfort working with investment‑heavy individual clients
Interest in expanding tax knowledge into broader financial planning
Salary range is based on prior experience and additional certifications
Bonus potential tied to tax season performance and planning contributions
Paid time off and retirement plan participation
Continuing education and professional development support
Stable, team‑oriented firm with long‑term career growth opportunities
Why This Role Works
Clear seasonal focus with year‑round purpose
No high‑volume retail tax prep
Limited complexity beyond individual returns
Meaningful involvement in financial planning outside of tax season
Direct collaboration with experienced financial advisors
401(k)
401(k) matching
Opportunities for advancement
Paid time off
Seniority Level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Get notified about new Financial Planning Associate jobs in
Edwardsburg, MI .
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Base pay range $70,000.00/yr - $100,000.00/yr
Financial Advisor with The Patzer Group Wealth Management We are seeking a detail‑oriented Enrolled Agent (EA) to prepare individual income tax returns during tax season and support financial planning activities during the remainder of the year. This full‑time role offers a balanced mix of tax work and planning collaboration within a client‑focused financial advisory firm.
Position Overview This is a year‑round position with a seasonal shift in focus. During tax season, the role centers on preparing individual tax returns (Form 1040). Outside of tax season, the associate will support our advisory team by helping build and analyze financial plans, with particular attention to tax‑aware strategies.
The ideal candidate enjoys tax preparation, has a strong planning mindset, and wants to work closely with financial advisors in a collaborative environment.
Key Responsibilities Tax Season Responsibilities (Primary Focus: January–April)
Prepare and review individual federal and state tax returns (Form 1040)
Work with common schedules including Schedule A, B, and D
Prepare returns involving:
Investment income and consolidated 1099s
Retirement income (IRAs, pensions, Social Security, RMDs)
Charitable deductions and basic tax credits
Limited multi‑state filings
Ensure accuracy, timeliness, and compliance with IRS regulations
Non‑Tax Season Responsibilities (Primary Focus: May–December)
Assist advisors with building and updating financial plans
Support tax‑aware planning analysis, including:
Capital gains management
Tax‑efficient withdrawal strategies
Input and maintain data in financial planning software (eMoney, RightCapital, MoneyGuide, or similar)
Review plans for tax implications and flag opportunities for advisor review
Support year‑end tax projections and planning initiatives
Qualifications Required
Active Enrolled Agent (EA) credential in good standing
Current IRS PTIN
3+ years of experience preparing individual tax returns
Strong working knowledge of Form 1040 and related schedules
High attention to detail and strong organizational skills
Ability to explain tax concepts clearly to clients and advisors
Preferred
Experience in a financial advisory or planning environment
Familiarity with financial planning software (eMoney, RightCapital, MoneyGuide)
Comfort working with investment‑heavy individual clients
Interest in expanding tax knowledge into broader financial planning
Salary range is based on prior experience and additional certifications
Bonus potential tied to tax season performance and planning contributions
Paid time off and retirement plan participation
Continuing education and professional development support
Stable, team‑oriented firm with long‑term career growth opportunities
Why This Role Works
Clear seasonal focus with year‑round purpose
No high‑volume retail tax prep
Limited complexity beyond individual returns
Meaningful involvement in financial planning outside of tax season
Direct collaboration with experienced financial advisors
401(k)
401(k) matching
Opportunities for advancement
Paid time off
Seniority Level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Get notified about new Financial Planning Associate jobs in
Edwardsburg, MI .
#J-18808-Ljbffr