Tax Associate - Financial Planning & Information Services - VIGILANT Capital Management, LLC : Job Details

Posted Tuesday, July 29, 2025 at 5:00 AM

Your Future Team

Financial Planning Information Services (FPIS) is a rapidly growing wealth management practice in De Pere, WI. A commitment to supporting our clients' financial well-being and deeply rooted trust is the foundation. Our team combines diverse skillsets including investments, tax, and financial planning to augment our strategy. When we offer advice, it takes each of these perspectives into consideration.

What Youll Do

FPIS is looking for a Client Tax Associate to assist with our expanding Tax Services practice. Specific emphasis is being placed on candidates with previous financial services and tax experience ideally. You will report to the Tax Manager. This position will comply with taxation requirements by preparing and filing tax documents; complying with tax regulations; and maintaining tax records.

• Communicate with team members and clients to provide a high level of service, transparency and empathy to clients and beneficiaries
• Prepare personal federal and state income tax returns
• Strong analytical skills and problem solver
• Supporting the Advisors in tax planning
• Research tax issues as needed
• Maintain tax files
• Prepare amendments, extended returns, prepare tax estimates and projections, and assist in creating and implementing tax plans for clients
• Integrate accounting and finance principles and practices to help maximize client benefits
• Help implement best practices and staying compliant with regulatory environment Calculate cost basis and analyze tax implications of certain investments
• Assist financial analysts in generating reports

What Youll Bring

• CPA or EA (enrolled agent) completed or willingness to pursue
• 2+ years of personal income tax preparation experience
• Experience with tax research, planning, and probate process
• Capable of conveying information fluently in both oral and written formats
• Proficient in computer systems with a proven capacity for quickly mastering new software
• Takes initiatives
• Proven record in handling sensitive information
• Demonstrate skill in producing accurate and compliant tax forms
• Foster teamwork, solution-oriented thinking, and knowledge sharing with team members to enhance service delivery
• Proven capacity to perform effectively in time-sensitive environment

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• We offer a competitive salary, benefits and hours.

Hightowers Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightowers capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.