Seasonal Tax Preparer

Contact: Anne Wettstein -

Financial Planning and Information Services is a fee-only investment advisory firm based in De Pere, WI who is seeking an experienced seasonal tax preparer to add to their growing team. This position will prepare federal and state income tax returns for the clients of the firm using electronic tax preparation software.  This is a temporary position during tax season with the potential for returning each year.

What you will do

The ideal candidate will have detailed oriented and organized and have the ability to work independently, meet deadlines, and work well under pressure. This position is responsible for working closely with the clients of the firm to calculate their taxes including returns, liabilities, deductions, and expenses. This position will also review the accuracy of data on tax forms based on all tax rules and regulations and verify totals on past forms for accuracy. A few more responsibilities include researching complex tax issues as needed and answer any tax-related questions.

What you need to have

For this position, you must have a minimum of at least two years of income tax preparation and knowledge of income tax laws. Additional requirements include having excellent verbal and written communication and the ability to work well with a team.

Why you should consider this position?

  • Competitive pay
  • Flexible schedule

Take Action

We hire the best talent in the industry to be part of the team. If you feel you are up for a great challenge and are aligned for who we are looking for, we would like to hear from you.

If you are interested and qualified, please send your resume to with the subject line, “Seasonal Tax Preparer” to be considered.