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Entry Level Tax Associate Jobs in Wisconsin (NOW HIRING)

Aston Carter

Accounts Receivable Associate

Brookfield, WI · Hybrid

$20 - $23/hr

This entry-level position is ideal for individuals with an accounting or finance familiarity who ... Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax ...

MBE CPAs

Audit Associate

Reedsburg, WI · On-site

This role is ideal for entry-level candidates or professionals with up to 1-2 years of public ... We have expanded our services beyond accounting and tax to include an entire affiliate group of ...

Careers - MBE CPAs

Audit Associate

Reedsburg, WI

This role is ideal for entry-level candidates or professionals with up to 1-2 years of public ... We have expanded our services beyond accounting and tax to include an entire affiliate group of ...

MBE CPAs

Audit Associate (Reedsburg)

Reedsburg, WI · On-site

This role is ideal for entry-level candidates or professionals with up to 1-2 years of public ... We have expanded our services beyond accounting and tax to include an entire affiliate group of ...

CFS

Accounts Payable Specialist

Madison, WI · On-site

$21.50 - $27.50/hr

Analyze invoices for sales and use tax compliance and code expenses to appropriate general ledger ... Associates degree preferred. * 2+ years of accounts payable experience. #INSEPT2026

CFS

Accounts Payable Specialist

Madison, WI · On-site

$21.50 - $27.50/hr

Analyze invoices for sales and use tax compliance and code expenses to appropriate general ledger ... Associates degree preferred. * 2+ years of accounts payable experience. #INSEPT2026

Pwc

Salesforce Consulting Senior Associate

Milwaukee, WI

$77K - $202K/yr

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

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All JobsTax Associate JobsEntry Level Tax Associate JobsEntry Level Tax Associate Jobs in Wisconsin

Entry Level Tax Associate information

See Wisconsin salary details

$30.3K

$70.1K

$103K

How much do entry level tax associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for entry level tax associate in Wisconsin is $70,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $78,700.00 per year, depending on experience, location, and employer.

What is an entry level tax associate?

An Entry Level Tax Associate is a junior professional who assists with tax preparation, compliance, and research for individuals or businesses. They work under the supervision of senior tax professionals to review financial documents, prepare tax returns, and ensure compliance with tax laws. This role often involves analyzing financial data, identifying deductions or credits, and staying updated on tax regulations. Strong analytical skills, attention to detail, and knowledge of tax software are beneficial in this position.

What does an entry level tax associate do?

As an Entry Level Tax Associate, you can expect a mix of responsibilities including preparing tax returns, assisting with tax research, gathering financial data from clients, and supporting senior team members during client meetings or audits. During peak tax season, workweeks may be more demanding with extended hours, while the rest of the year typically offers a more standard schedule. You'll collaborate closely with accountants, managers, and other associates, gaining hands-on experience and mentorship. This structure offers a dynamic environment where you'll rapidly develop your skills and gain exposure to various aspects of tax accounting. Over time, consistent performance can lead to increased responsibilities and advancement opportunities within the firm.

What skills and qualifications are needed to thrive as an entry level tax associate?

To thrive as an Entry Level Tax Associate, you generally need a bachelor's degree in accounting or a related field, with a strong understanding of tax principles and attention to detail. Familiarity with tax preparation software such as Intuit Lacerte, ProSeries, or CCH Axcess, and proficiency in Microsoft Excel are often expected, with CPA eligibility considered a plus. Strong analytical thinking, communication skills, and the ability to work both independently and as part of a team are essential soft skills. These competencies are important for ensuring accurate and compliant tax filings while maintaining effective relationships with clients and colleagues.

What are popular job titles related to Entry Level Tax Associate jobs in Wisconsin?

For Entry Level Tax Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Entry Level Tax Associate jobs in Wisconsin look for?

The top searched job categories for Entry Level Tax Associate jobs in Wisconsin are:

What cities in Wisconsin are hiring for Entry Level Tax Associate jobs?

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Entry Level Tax Associate jobs near you
Infographic showing various Entry Level Tax Associate job openings in Wisconsin as of September 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $70,119 per year, or $33.7 per hour.

Associate Advisor - Middleton, WI

Middleton, WI • Hybrid

Savant Wealth Management
Finance and Insurance • 201 - 500 employees
Learn more about Savant Wealth Managementexternal

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Key responsibilities

  • Support Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.

  • Capture, organize, and maintain client financial information, including Ideal Futures Profiles and net worth statements.

  • Assist with financial planning software, data gathering, analysis, and plan preparation.

Job description

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor.
 
Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position.
 
In this role, you can expect to focus in the following areas:
  • Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
  • Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
  • Assisting with financial planning software, data gathering, analysis, and plan preparation.
  • Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
  • Coordinating planning, tax, and wealth transfer workflows with internal specialists.
  • Conducting planning and tax-related research to support client recommendations.
  • Completing planning projects and simpler client cases independently while developing technical expertise.
  • Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
  • Developing confidence in discussing financial planning and investment concepts with clients.
  • Completing Savant's Advisor Training Program and progressing toward CFP® certification.
 
A couple things to note about our Associate Advisor position:
  • Middleton, WI
  • Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
  • Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
  • This position is designed as a career development pathway into an Advisor I role.
  • Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
  • Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.
The Associate Advisor position typically requires the following qualifications:
  • Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
  • Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
  • Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
  • Ability to obtain a Series 65 license within six (6) months of hire.
  • Strong analytical, organizational, and problem-solving skills.
  • Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
  • Demonstrated intellectual curiosity and commitment to continuous learning.
  • Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
  • All Financial Advisor applicants must have a clean U4 with no disclosures
  • Employment in this position will require a signed non-compete agreement, except in states where prohibited
 
Successful Associate Advisors:
  • Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
  • Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
  • Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
  • Participate actively in client meetings and effectively communicate planning and investment concepts.
  • Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
  • Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
  • Consistently follow Savant's client service processes and best practices.
  • Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.
 
 
The Perks
 
At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $65,000 - $85,000 with final pay determined by a number of factors including experience, skills, and location.
 
Our advisor compensation model includes:
  • A competitive base salary, aligned to experience and role scope
  • Performance-based incentives tied to growth, client retention, and overall contribution
  • Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
  • Access to additional incentive programs aligned with individual and firm success
 
This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.
 
 
What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning—no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success
 
Our Total Rewards
 
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage
 
Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs
 
Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual “Savantiversary” day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support
 
Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible “Dress for Your Day” approach
 
We’re happy to share more details about our benefits and total rewards during the hiring process.
 
Take your career to new heights, apply today!
 
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
 
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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