ZipRecruiter

Log In

2

Remote Finance Advisor Assistant Jobs in Wisconsin

previous pagenext page

Showing results 21-40

All JobsFinance Advisor JobsRemote Finance Advisor Assistant JobsRemote Finance Advisor Assistant Jobs in Wisconsin

Remote Finance Advisor Assistant information

What is a remote finance advisor assistant?

A Remote Finance Advisor Assistant is a professional who works remotely to support financial advisors in their daily tasks. Their duties often include managing client communications, scheduling meetings, preparing financial documents, conducting research, and assisting with account management. By handling administrative and basic financial tasks, they allow financial advisors to focus more on providing expert advice to clients. This role requires strong organizational, communication, and technical skills to operate effectively in a virtual environment.

How does a remote finance advisor assistant typically collaborate with financial advisors and clients?

As a Remote Finance Advisor Assistant, you will frequently partner with financial advisors to prepare client documents, schedule meetings, and manage client communications. Most interactions occur via digital tools like video conferencing, secure messaging, and shared document platforms. You may also be responsible for gathering client information, processing forms, and ensuring that all compliance requirements are met. Effective communication and attention to detail are essential, as you act as a bridge between clients and advisors, helping to ensure a smooth client experience.

What are the key skills and qualifications needed to thrive as a remote finance advisor assistant, and why are they important?

To thrive as a Remote Finance Advisor Assistant, you need a solid understanding of financial principles, administrative support skills, and often a relevant degree or coursework in finance or business. Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Strong organizational abilities, attention to detail, and effective virtual communication are standout soft skills for this role. These competencies ensure you can efficiently support advisors and clients, maintain data accuracy, and uphold professionalism in a remote work environment.

What are popular job titles related to Remote Finance Advisor Assistant jobs in Wisconsin?

For Remote Finance Advisor Assistant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Remote Finance Advisor Assistant jobs in Wisconsin look for?

The top searched job categories for Remote Finance Advisor Assistant jobs in Wisconsin are:

What cities in Wisconsin are hiring for Remote Finance Advisor Assistant jobs?

Cities in Wisconsin with the most Remote Finance Advisor Assistant job openings:

Remote Finance Advisor Assistant jobs near you

Senior Tax Advisor (HNW)

Milwaukee, WI • Remote

Solid Rock Recruiting LLC
See more jobs at Solid Rock Recruiting LLCexternal

$110K - $150K/yr

Full-time

Posted 13 days ago

Job description

Senior Tax Advisor – Fully Remote

$120,000–$150,000 Base + Bonus | 50-Hour Busy Seasons | Advisory Focus

If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation.

We're partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest.

A dedicated preparation team handles much of the compliance work, allowing senior professionals to focus on tax strategy, planning, and client relationships.

Why Consider This Role?
  • Fully remote
  • $120,000–$150,000 base salary, depending on experience
  • Quarterly profit-sharing bonus
  • Busy seasons designed around approximately 50 hours per week
  • True advisory role rather than compliance management
  • Established portfolio of approximately 50–60 client relationships
  • CPE, licensing, and advanced tax training covered
What You'll Do

You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year.

Responsibilities include:

  • Proactive tax planning and strategy
  • Multi-year projections and scenario modeling
  • Entity structure and owner compensation planning
  • Retirement, real estate, and equipment-related tax strategies
  • Multi-state tax considerations
  • Business acquisitions and ownership transitions
  • Leading client meetings and coordinating strategy implementation
  • Mentoring developing tax professionals
Who We're Looking For
  • 5–10+ years of public accounting tax experience
  • CPA/EA required
  • Strong experience with closely held businesses and/or HNW clients
  • Comfortable owning client relationships and leading advisory conversations
  • Professional-services experience is highly desirable

This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour, compliance-heavy busy season model.

Interested?

Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

joey@solidrockrecruiting.com
(605) 601-4597