Job Title: Accountant Department: Finance Reports to: Controller Status: Full-Time FLSA Classification: Exempt Mission: United Way Fox Cities (UWFC) improves lives by bringing diverse people together to build a stronger, more caring community for everyone.
Core Values:
Accountability, Community, Caring, Integrity, Commitment.
Summary:
The accountant uses technology to maintain the financial records of United Way Fox Cities and assure the integrity of accounting software, campaign pledge and receivable database, and financial statements.
Essential Duties/Responsibilities:
Payroll:
* Process bi-monthly payroll.
* Review payroll and related journal entries to ensure accuracy.
* Maintain and pay benefits.
Accounts Payable and Receivable:
* Assist with accounts payable processes ensuring accuracy and adherence to policies, procedures, and controls.
* Maintain systems necessary for accurate distribution of grants and designations.
* Assist with accounts receivable processing and posting payment transactions.
* Analyze accounts receivable aging for accounts and transactions that require further investigation or adjustments.
* Prepare and mail direct billing statements to individuals and organizations and track payments.
* Assist with grant and program reporting, budgeting, reimbursement, expense analysis, compliance, and documentation.
* Assist with software changes and upgrades.
Monthly and Yearly Closing Process:
* Apply accounting principles and techniques to systematically record and present financial data. Ensure that accounting transactions are recorded and reported accurately and in a timely fashion.
* Perform journalizing entries and posting of cash receipts, cash disbursements, accounts payable, accounts receivable, and general journal entries in accordance with accounting policies and procedures.
* Prepare balance sheet account reconciliation and perform variance analysis.
* Maintain organized, accurate and complete accounting records.
* Assist with account analysis, as needed.
* Assist with preparation of monthly financial reports.
* Manage financial record retention and destruction.
* Assist with completion of surveys & statistical reports.
* Assist with annual budget processes.
Annual campaign:
* Process pledges receivable, including receipting, posting, invoicing and statement preparation.
* Work closely with Resource Development to monitor campaign performance and project monthly financial statements.
* Reconcile Customer Relationships Management software and accounting software.
* Assist in auditing campaign envelopes and with entering campaign designation information into campaign software database.
Audits:
* Assist with annual audit, reporting and other projects, as assigned in preparation of audit work schedules.
* Assist in the preparation of information used by external auditors for the annual tax return.
* Respond to outside agency audit information requests.
* Develop, implement, and monitor internal controls to ensure fiscal integrity.
* Perform other duties related to financial audits.
Education and Experience:
* Accounting degree is preferred.
* Non-profit experience is valued but not required.
* Experience working with CRM software is preferred but not required.
Required Skills/Abilities:
* High attention to detail and accuracy.
* Ability to effectively manage multiple tasks and deadlines.
* Ability to evaluate and improve processes.
* Ability to effectively communicate and interact with all levels of staff.
* Ability to learn new skills and adapt to a new environment.
* Well organized and takes initiative.
* Creative and analytical problem-solver.
* Professional and ethical.
* Excellent computer skills with an emphasis on Excel.
* Strong connection to United Way's vision, mission, values, and intentional behaviors with a "team first" approach.
This job description describes the general nature and scope of responsibilities for this position. Please note other duties and responsibilities may be assigned or removed at any time with or without notice.
Work Environment:
Work is primarily performed in an office environment. This position requires regular movement inside the office to access filing cabinets, office machinery, etc. Attendance at meetings outside of the office is occasionally necessary. The position also includes remaining in a stationary position a portion of the time, either standing or sitting, and occasional lifting of up to 20 pounds. There may be exposure to repetitive work on the computer. Evening and weekend hours may be required.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$40k-53k yearly est. 12d ago
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Tax Senior
Cliftonlarsonallen 4.4
Tax accountant job in Appleton, WI
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is looking to hire a Senior Tax Associate to join our Appleton, WITax Team
How you'll
create opportunities
in this Senior Tax Associate role:
Prepare, supervise, and review C corporation, S corporation, and Individual tax returns.
Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
Focus on engagement management and operational excellence.
Develop and train team members to help them build inspired careers.
Expand your technical and professional knowledge through greater exposure to client interactions, regular self-study, and training opportunities.
Get the opportunity to work with many great clients.
What you will need:
You have a bachelor's degree in accounting, Finance, or a related field.
You have at least 2 years of experience in public accounting or a family office setting.
You are looking for a firm that will support and foster your aspiring career goals.
You jump at the chance to help others and you're ready to join a team of high-performing people.
You have a knack for solving issues and confidently bring solutions to the table.
You love to work with clients to help their businesses succeed strategically.
An active CPA, EA, or JD license or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license.
#LI-NG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
$55k-70k yearly est. Auto-Apply 10d ago
Tax Intern - Summer 2027
Grant Thornton 4.6
Tax accountant job in Appleton, WI
Tax Intern
During your internship at Grant Thornton, you will be exposed to tax procedures including tax consulting and tax return preparation which will involve tax research, tax planning, and the preparation of supporting work papers on various tax returns and projects. You will have an opportunity to work alongside Partners, Senior Executives, and peers as a member of the engagement team. Additionally, you will have an opportunity to learn new skillsets, be involved in office community activities, and build lasting relationships with members of the Grant Thornton team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviewing data input, identifying and resolving technical tax issues, and assisting in the review of tax preparations completed by our firm in India
Responding to inquiries from the IRS and other taxing authorities
Identifying, researching, and assessing various tax issues while also providing information to senior staff members
Identifying and carrying out other projects as assigned
Collaboratively working with client team members while building rapport and strong client relationships
Working on a variety of client engagements in varying industries
Networking with your peers
Meeting with your mentor for regular feedback and professional development discussions
Connecting with fellow interns and Grant Thornton staff at social events
Participating in team-building exercises
Giving back to the community through outreach activities
Sharpening your leadership skills
Other duties as assigned
QUALIFICATIONS
Pursuing a Bachelor's or Master's degree in Accounting
Minimum major and overall GPA of 3.0/4.0 preferred
The willingness and ability to work additional hours, as needed, and travel to various client sites
Excellent analytical, communication (written and verbal), and interpersonal skills
Strong technical aptitude and skillset
Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment
Ability to travel on short notice and work additional hours as necessary
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position.
SKILL REQUIREMENTS
Excellent analytical, communication (written and verbal), and interpersonal skills
Strong technical aptitude and skillset
Demonstrated project management skillset including project planning and time management Ability to work efficiently and effectively in a complex team environment
$53k-70k yearly est. Auto-Apply 60d+ ago
Senior Accountant, Tax
Wipfli 4.3
Tax accountant job in Green Bay, WI
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and provide assistance to clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific:
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Knowledge, Skills and Abilities
Qualifications:
Bachelors degree in accounting or an equivalent combination of education and experience
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
2-3+ years of experience
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$59k-76k yearly est. Auto-Apply 33d ago
Junior Accountant
Endries International 3.7
Tax accountant job in Brillion, WI
We are seeking a detail-oriented Junior Accountant in Brillion, WI, to support daily accounting operations, cash reconciliation, tax filings, and month-end processes across all companies. This role plays an important part in ensuring financial accuracy while upholding the organization's mission, vision, and values.
What You'll Do
Assist with month-end close activities to meet established deadlines
Post payroll entries to the general ledger accurately and on time
Support year-end audits and ensure timely completion
Follow procedures for new team setups and vendor onboarding
Set up new expense vendors as needed
Complete daily sales reporting and banking reconciliation
Maintain and verify monthly fixed asset documentation
Reconcile various balance sheet accounts monthly
Prepare annual state filings and business license applications
File sales tax, VAT, GST, and PST returns according to required filing frequencies
Administer company credit cards and fuel cards
Manage employee expense reports
Perform additional duties as assigned
What You Bring
Strong phone etiquette and customer service skills
Proficiency in data entry, typing, and general computer use
Strong organizational skills and attention to detail
Effective written and verbal communication abilities
Problem-solving and decision-making skills
Education & Experience
Associate degree or higher required
2+ years of accounting experience
Endries International is an equal opportunity employer. All qualified applicants will be considered for employment without attention to his or her race, color, religion, sex, sexual orientation, age, national origin, marital status, pregnancy, veteran status or because of a disability that does not prevent the individual from performing the essential functions of his or her job, as well any other legally protected class status.
$37k-49k yearly est. 8d ago
Accountant
ACC Management Group 4.4
Tax accountant job in Oshkosh, WI
Full-time Description
Join Our Team as a Property Accountant!
Are you a detail-driven accounting professional with a knack for numbers and a strong understanding of property management financials? ACC Management Group, Inc. is looking for a Property Accountant to join our collaborative and fast-paced team. In this role, you'll be responsible for maintaining accurate financial records, preparing reports, and supporting the fiscal health of a diverse property portfolio.
We're looking for an organized, analytical professional who thrives in a multi-tasking environment. The ideal candidate will bring an accounting degree or substantial, proven accounting experience-ideally a combination of both-and take pride in meeting deadlines and delivering accurate financial data.
What We Offer:
Competitive pay
Full benefits package (medical, dental, vision, STD/LTD, life insurance)
401(k) with company match
Paid time off
A healthy work/life balance
If you're ready to put your accounting skills to work with a supportive and growing organization, we'd love to hear from you.
Essential Duties
Enter and prepare account payable invoices for payment.
Match account payable checks with invoices and prepare for mailing.
Facilitate vendor inquiries in a professional, courteous manner.
Manage all employee reimbursement deposits.
Ensure monthly bank activities and deposits are performed in a timely manner at each property location. Ensure all procedures and processes are in compliance with all appropriate and required standard operating procedures (SOPs).
Maintain compliance with all generally accepted accounting principles (GAAP).
Administer monthly, quarterly and year end close reporting.
Prepare general ledger account reconciliations and adjusting journal entries.
Prepare bank reconciliations.
Prepare financial statements and include additional reporting and analysis as needed.
Assist in continuous development and process improvement of new procedures and features to enhance the workflow of the department.
Complete all assigned reports and/or projects to management by the required deadline.
Work closely with Community Managers to ensure proper procedures and deadlines are routinely met.
Use company software and assist site staff for accurate completion of accounting procedures. Work closely with auditors annually with site audits
Requirements
Knowledge, Skill & Ability Requirements
Bachelor's degree in business, preferably accounting or finance.
Adept at reviewing financial & other key data, noting trends and interpreting results.
Strong analytical and problem-solving ability.
Self-motivated and change facilitator, continuously looking for process improvements.
Attention to detail while maintaining a broader perspective.
Adaptable in response to business changes and process and system enhancements.
Knowledge of GAAP and best practices.
Knowledgeable and proficient with computer software applications in word processing, spreadsheets, database and presentation software (MS outlook, word and excel).
Maintain valid driver's license with acceptable driving record.
Flexibility with working hours during heavy deadline periods
Work as a team to maintain accounting department coverage during ACC business hours.
Ability to prioritize and possess efficient time management skills.
Demonstrates excellent verbal and written communication skills.
Strong customer service skills with ability to exercise good judgement.
Goal-oriented and team player.
Exceptional Organizational Skills.
Ability to multi task in a fast-paced environment.
Ability to work independently under tight deadlines.
Exhibits a high degree of professionalism and respect through appearance and interactions with others.
Ability to lift to but not limited to 25 pounds unassisted and as needed.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, telephones, photocopiers & fax machines, filing cabinets/etc.
Physical Demands
The physical demands described are those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to physically stand, walk, bend.
Travel
Travel may be expected on occasion to various property locations and training events. Must also be able to travel to all Corporate functions that are arranged as needed.
ACC Management Group is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
#IND123
$45k-56k yearly est. 7d ago
Certified Public Accountant (CPA)
TMS Financial
Tax accountant job in Green Bay, WI
Job DescriptionSalary: $70k - $85k
Certified Public Accountant (CPA)
TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals
and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.
Our team values our commitment to fostering a family-friendly work environment, employee-centered culture, and creative flexibility that promotes a healthy worklife balance and positive lifestyle.
TMS Financial is currently looking to hire aCertified Public Accountant for our Green Bay office.
In this role you will:
Prepare and review individual and business tax returns
Provide tax planning services
Communicate directly with clients
Develop new and existing client relationships
Successfully manage your time to meet client turnaround and filing deadlines
Prepare and review client financial statements
Stay informed on tax law and relevant regulatory updates
Perform tax research
Assist with accounting department tasks/projects as needed
Collaborate with other departments to provide comprehensive, best-in-class service
Prepare communications pertaining to tax notices
The ideal candidate will have:
Bachelors Degree in Accounting or related field
Minimum 2 years of similar experience
Ability to multitask and manage multiple clients and projects simultaneously
Proficient use of Microsoft Office, Tax and Accounting software packages
Experience with Drake Tax Software and QuickBooks a plus
Strong understanding of federal and state tax legislation
Excellent communication and customer relations skills
Motivated, Team Player Attitude
A strong willingness to learn and grow professionally
As an Associate Staff Accountant, you will be responsible for providing customer service, preparing financial statements and analyzing bookwork and other financial documents on a weekly basis for retail locations. You will also be responsible for reconciling tax returns, bank statements, and store purchases and expenses.
Job Description
+ Prepare financial statements, including balance sheets, income statements, and gross profit reports for retail locations and reconcile balance sheet accounts to external reports.
+ Gather, audit, and analyze supporting bookwork and other financial documents to be posted into the general ledger on a weekly basis.
+ Prepare and file monthly sales tax returns and compile weekly sales and payroll data reporting for franchisees.
+ Provide customer service to franchisee owners and management by researching financial questions or issues.
+ Reconcile monthly bank statements.
+ Review franchisee store purchases and expenses for proper authorization and coding.
+ Process, file and pay payroll taxes and withholding.
+ Record fixed assets following each franchisee's stated capitalization policy.
+ Travel Required: No
Environment
+ Office : Office Temperature (65F to 75F)
Skills
+ Specialized Knowledge: Computer knowledge is essential (MS Office);
+ Special Skills: Proficiency in Excel. Understanding of accounting principles and concepts
+ Other: Excellent communication skills; ability to work independently and efficiently in team environment
We offer
+ Weekly Pay
+ Benefits available from day 1 (medical, dental, vision,
+ Company matched 401k
+ PTO and Holiday Pay offered
+ Career Progression Opportunities
+ Tuition Reimbursement
+ Employee Health & Wellness program
+ Employee Discounts / Purchasing programs
+ Employee Assistance Program
Experience
+ 0-2 years of relevant experience
+ Bachelor's degree in Accounting required
Qualifications
Bachelor's Degree - Accounting
Shift
1st Shift (United States of America)
Company
Piggly Wiggly Midwest LLC
About Our Company
Building on its more than 100-year history in the grocery business, Piggly Wiggly continues to grow its presence with stores throughout the Midwest, South and Northeast. C&S Wholesale Grocers, LLC. operates corporate stores and services independent franchisees under a chain-style model. This unique grocery store offers the selection and assortment of a national chain, with the service and local customization of a community-based retailer. Each store contains specialized local assortments to meet local shoppers' needs.
Piggly Wiggly is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. The Company provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Company: Piggly Wiggly Midwest LLC
Job Area: Finance General Accounting
Job Family: Finance
Job Type: Regular
Job Code: JC1880
ReqID: R-265756
$44k-56k yearly est. 14d ago
Tax Manager
Kerberrose S.C 3.5
Tax accountant job in Appleton, WI
Enjoy the fast-paced environment and intellectually rewarding nature of tax season, coupled with the flexibility, personal and professional growth opportunities offered outside of busy season in this tax-facing role. Experience a variety of industries and niche areas, utilize your accounting skillset, and share your advanced knowledge with other KerberRose team members. Love what you do and do what you love in this dynamic role with career advancement opportunities and availability to support talent development of team members. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.
Responsibilities:
• Build new and existing client relationships and demonstrates basic knowledge of client's businesses.
• Review federal and state income tax returns for individuals, businesses, and exempt organizations.
• Handle federal, state and local tax audits.
• Prepare research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authorities.
• Train and supervise staff, reviews and evaluates their work.
• Manage multiple clients, budgets and production goals.
Requirements
Qualifications:
• Bachelor's Degree in Accounting
• CPA Certification
• 9+ years of recent public accounting experience
• 2+ years in a supervisory role
Culture and Core Values:
KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented
Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.
Benefits:
• Mentorship and Talent Development Program Opportunities
• Continuing Professional Education
• Paid Time Off and Holidays
• Employer Matching 401(K) & Profit Sharing Plan
• Health, Dental, Vision, and Life Insurance
• Flex Spending Account/Section 125 Plan
• Health Care Reimbursement Account
• Short-Term and Long-Term Disability
• Wellness Reimbursement and Programs
• Student Loan Repayment Program
• Business Development Incentives
KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.
$69k-96k yearly est. 60d+ ago
Tax Manager
Hawkins Ash CPAs, LLP
Tax accountant job in Green Bay, WI
Job Description
Hawkins Ash CPAs is looking to hire a Tax Manager for our Green Bay office.
At Hawkins Ash CPAs, we place value on you and your career.
We celebrate and encourage both personal and professional growth and empower leaders.
We cultivate and preserve a strong culture of inclusivity - where everyone is invited to boldly share their ideas and perspectives.
Our culture is a connected team, dedicated to mutual respect and personal growth.
We strive to provide professional freedom and flexibility, and we collaborate to achieve measurable success for clients and team members.
Hawkins Ash CPAs truly cares about the people around us--our employees, clients, and community.
Whether you are a recent graduate or experienced professional, a rewarding and fulfilling career is waiting for you at Hawkins Ash CPAs. Come join a team where commitment to care, compassion, growth and leadership are top priorities!
As a Tax Manager, you will:
Lead and manage tax engagements
Understand compilation and review engagements, assist on these projects as needed
Perform detailed reviews of tax workpapers and provision calculations completed by other associates
Perform complex tax research and stay current with industry developments and regulatory changes, as well as review the research of others
Manage staff and hold them accountable for achieving goals and tasks
Promote staff development through mentoring, training, retention, and team building activities
Participate in community and marketing activities to develop positive relationships with community leaders and members, establishing a referral network and identifying new business opportunities
Participate in the hiring and evaluation of staff
Develop and execute tax planning techniques for clients while addressing client needs
Perform client billing procedures
Identify and mitigate tax risks
Perform other job-related duties as assigned
Our ideal candidate will have:
Bachelor's degree in Accounting or Finance, with CPA certification (preferred)
Six or more years of similar experience
Supervisory experience
Business development experience
Exceptional communication skills
Extensive knowledge of tax regulations
Proficiency with Microsoft Office products and accounting software packages
Enjoy the great benefits at Hawkins Ash CPAs such as generous PTO; 401k match; health, dental, vision, and life insurance; wellness programs; flexible work-life balance; and so much more!
This is a great opportunity to join an amazing team!
$68k-95k yearly est. 24d ago
Staff Accountant
Prokatchers
Tax accountant job in Green Bay, WI
Earning the right to be good at it - comes from a very deep desire to make that perfect match. It comes from wanting to help individuals optimize their career possibilities - it comes from having experienced the issues involved with hiring - specially hiring the right candidate - and trying to make a process that traditionally has been a hit or miss type process into a science, minimizing the art, and stacking the odds in favor of matching the absolute right candidate with the right assignment.
We have taken our passion for matchmaking, our talents of leveraging & analyzing data, our predictive algorithms based on proprietary behavioral, psychological and personality testing, combined with an extensive investigation for each candidate considered and using state of the art neural modeling technology, have successfully taken what used to be more of an art and a hope process to a very scientific - quantifiable process - almost like matching DNA.
We get immense pride from delivering a product that others cannot and have not - we have a very unique approach to this business - we have chosen to specialize in some very narrow niches - but in those very narrow niches - we can do better than any other. We have:
Built the most extensive database of candidates domain specific.
We have the most reach into both the candidate and the employer side of the domain.
We have on staff, personnel with deep experience within the domain, so we know the business and feel your pain and know what to look for and what to avoid.
We understand the nuances, speak the language and know the key attributes required.
We have significant offshore operations that allow us to expend significant time and resources to thoroughly evaluate, test and investigate potential candidates, something that a company not having such resources cannot afford to do - resulting in dramatically more suitable candidate recommendations.
Matchmaking has been fun business for us - we have the ultimate jobs - we get excited aboutpairing the very best person for the very best job for that person - we have helped candidates discover their true strengths and passions and explore opportunities they possibly never would have and have assisted in them finding the right opportunities - we deliver our shareholder's value, that they are proud of - and in our own little way, we feel we truly do our bit to make this world a better place for all of mankind.
Job Description
Position Description:
Analyzes ambiguous and rapidly changing data, people and things; identifies key issues and draws logical conclusions.
Uses appropriate interpersonal skills and communication methods to build constructive relationships with customers, business units, service organizations and other stakeholders to meet shared goals and objectives.
Demonstrates cooperation and collaboration while participating in a group or team.
Makes effective decisions and achieves desired results in the midst of changes in responsibilities, work processes, timeframes, performance expectations, organizational culture or work environment. Actively supports and promotes corporate and/or business unit changes.
Focuses on a goal and harnesses own and others' energy to drive toward goal alignment; meets or exceeds expectations.
Qualifications
Minimal Experience:
Experience using accounting principles and facilitating the preparation and use of accounting reports and statistical analysis
Experience with accounting & finance processes & systems.
Experience using spread sheeting software.
Education:
BA in Accounting
SAP knowledge a plus
Additional Information
To know more on this position or to schedule an interview, please contact;
Sanjay Nair
************
$44k-57k yearly est. 1d ago
Staff Accountant- Onsite Green Bay
Shoptikal, LLC
Tax accountant job in Green Bay, WI
Assist in the month end financial close by preparing journal entries and performing reconciliations of various accounts. Create daily, weekly and monthly reporting as needed. Assist with the annual audit and creation of financial statements. Identify efficiencies and suggest improvement opportunities within the accounting process.
DUTIES AND RESPONSIBILITIES:
GENERAL ACCOUNTING & FINANCIAL REPORTING
• Compile and analyze financial information and support documents to prepare journal entries, including routine prepaid and accrual entries
• Collaborate with Senior Accountants on monthly close process to ensure timely completion of financial reporting to senior management
• Support accounts payable, fixed asset, and lease accounting management as needed
• Reconcile various general ledger accounts as assigned
• Assist in preparation of monthly financial statements
• Remain informed of current accounting pronouncements
• Participate in special projects/analysis as needed
FINANCIAL CONTROLS
• Assist with maintaining an effective control environment
• Communicate issues that impact controls in a timely manner
MINIMUM KNOWLEDGE, EXPERIENCE & SKILLS REQUIREMENTS:
• Bachelor's degree in accounting or equivalent work experience in an accounting role
• CPA eligible preferred
• 1+ years of experience in accounting related field
• Strong analytical and conceptual skills
• Solid attention to detail
• Able to prioritize and accomplish multiple tasks with limited supervision
• Excellent planning and organizational skills
• Strong verbal and written communication skills
• Solid interpersonal skills to flourish in a matrix environment
• Proficiency with Microsoft Office Suite of programs
ESSENTIAL FUNCTIONS & WORK REQUIREMENTS:
• Ability to effectively communicate at all levels within the organization through written and two-way verbal communication
• Able to sit or stand for extended periods of time
• Able to operate various office equipment (e.g., personal computer, telephone, fax machine, copier, etc.)
• Able to lift 10 to 20 pounds
• Able to work normal and/or extended (evenings, nights, and weekends) office hours to meet established deadlines
• Able to travel independently to support Company objectives and personal development
These statements are intended to describe the general nature and level of work performed by teammates assigned to this job classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.
$44k-57k yearly est. Auto-Apply 41d ago
Associate Staff Accountant
Piggly Wiggly Midwest LLC
Tax accountant job in Sheboygan, WI
Position OverviewAs an Associate Staff Accountant, you will be responsible for providing customer service, preparing financial statements and analyzing bookwork and other financial documents on a weekly basis for retail locations. You will also be responsible for reconciling tax returns, bank statements, and store purchases and expenses.Job Description
Prepare financial statements, including balance sheets, income statements, and gross profit reports for retail locations and reconcile balance sheet accounts to external reports.
Gather, audit, and analyze supporting bookwork and other financial documents to be posted into the general ledger on a weekly basis.
Prepare and file monthly sales tax returns and compile weekly sales and payroll data reporting for franchisees.
Provide customer service to franchisee owners and management by researching financial questions or issues.
Reconcile monthly bank statements.
Review franchisee store purchases and expenses for proper authorization and coding.
Process, file and pay payroll taxes and withholding.
Record fixed assets following each franchisee's stated capitalization policy.
Travel Required: No
Environment
Office : Office Temperature (65F to 75F)
Skills
Specialized Knowledge: Computer knowledge is essential (MS Office);
Special Skills: Proficiency in Excel. Understanding of accounting principles and concepts
Other: Excellent communication skills; ability to work independently and efficiently in team environment
We offer
Weekly Pay
Benefits available from day 1 (medical, dental, vision,
Company matched 401k
PTO and Holiday Pay offered
Career Progression Opportunities
Tuition Reimbursement
Employee Health & Wellness program
Employee Discounts / Purchasing programs
Employee Assistance Program
Experience
0-2 years of relevant experience
Bachelor's degree in Accounting required
QualificationsBachelor's Degree - AccountingShift1st Shift (United States of America) CompanyPiggly Wiggly Midwest LLCAbout Our Company
Building on its more than 100-year history in the grocery business, Piggly Wiggly continues to grow its presence with stores throughout the Midwest, South and Northeast. C&S Wholesale Grocers, LLC. operates corporate stores and services independent franchisees under a chain-style model. This unique grocery store offers the selection and assortment of a national chain, with the service and local customization of a community-based retailer. Each store contains specialized local assortments to meet local shoppers' needs.
Piggly Wiggly is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. The Company provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
$44k-57k yearly est. 6d ago
Tax Manager
Bakertilly 4.6
Tax accountant job in Appleton, WI
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to expand your career in business tax and accounting, becoming an expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow
What you will do:
Be a trusted member of the team providing various tax, accounting and advisory services to clients:
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications:
Bachelor's degree in accounting, master's or advanced degree desirable
CPA or JD required
Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm
Two (2)+ years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
$68k-93k yearly est. Auto-Apply 43d ago
Tax Associate
H&R Block, Inc. 4.4
Tax accountant job in Appleton, WI
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
* Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
* Prepare complete and accurate tax returns
* Generate business growth, increase client retention, and offer additional products and services
* Provide clients with IRS support
* Support office priorities through teamwork and collaboration
* Grow your tax expertise
It would be even better if you also had...
* Bachelor's degree in accounting or related field
* Previous experience in a customer service or retail environment
* Experience working in a fast-paced, supportive environment
* Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks
What you'll bring to the team...
* Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1
* Experience working in a fast-paced environment
* Comfort working with virtual tools - video, phone and chat
* Ability to effectively communicate in person, via phone and in writing
* Must meet all other IRS and applicable state requirements
* High school diploma / equivalent or higher
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
* Employee Assistance Program with Health Advocate.
* Wellbeing program, BetterYou, to help you build healthy habits.
* Neurodiversity and caregiver support available to you and your family.
* Various discounts on everyday items and services.
* Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
* Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
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Joining H&R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
* Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
* Prepare complete and accurate tax returns
* Generate business growth, increase client retention, and offer additional products and services
* Provide clients with IRS support
* Support office priorities through teamwork and collaboration
* Grow your tax expertise
$42k-57k yearly est. Auto-Apply 22d ago
General Accountant
Marine Travelift and Exactech 3.3
Tax accountant job in Green Bay, WI
A career with Marine Travelift is more than just a job. It's a commitment to making an impact. Our team members design and build long lasting machines for harbors and marinas, as well as industrial applications, because each employee is given the opportunity to continuously innovate. We look to our people to come up with the ideas that make all of our products and services better.
Marine Travelift has been manufacturing mobile boat hoists in Sturgeon Bay, Wisconsin since 1954, and have grown to be the world leader in the marine hoist industry. Our equipment is located on six of the world's continents with over 4,500 units in service to help marinas handle boats of all sizes. You'll be amazed by the machines we make as well as the positive atmosphere you work in.
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Job Description
Marine Travelift is excited to be adding an experienced General Accountant to our team. This exempt level, full-time position will provide financial information to management by researching and analyzing data as well as preparing reports.
Job Responsibilities
Work on the completion of mid-month and month end reports
Oversee the finishing point of accounts receivable and accounts payable
Work on monthly closings and the preparation of the monthly financial statements
Prepare and assess financial statements within each department
Implement and complete job costing analysis for all machines that are in production
Set-up and maintain customer accounts that are received from Customer Care
Complete sales tax filing and account reconciliations
Set up and work on liability insurance for new/existing vendors and suppliers
Other assorted tasks as assigned by the VP of Finance
Job Qualifications
Bachelor's degree in accounting or related field preferred
Must have 7 plus years of accounting experience in a public accounting and/or manufacturing setting
Must be able to work in a fast-paced environment and handle large amounts of information
Must be able to enforce procedures and ensure departments are following procedures
Ability to communicate with customers regarding payment follow-up and terms
Able to prepare journal entries
Able to have a good understanding on inventory management and the inflow of materials.
Ability to work closely with other departments in terms of budgets and deadlines
Employee Benefits
Health, dental, vision, and life insurance plans available the first of the month following your date of hire
Eligibility in our 401K benefit plan with company match after 30 days of employment
Participation in the company's semi-annual discretionary bonus plan
Paid vacation and holidays available upon hire
Health Saving Account (HSA) plan with employer contribution
Job training and advancement opportunities
Come experience the Marine Travelift difference and give yourself the gift of feeling appreciated and valued!
Marine Travelift is an EOE/AA (M/F/Vet/Disability/Gender Identity/Sexual Orientation) employer.
$48k-62k yearly est. 31d ago
Senior Staff Accountant
Krier Foods
Tax accountant job in Random Lake, WI
Overview: The Senior Staff Accountant is a key contributor within the accounting function, responsible for executing complex accounting activities, ensuring the integrity of financial data, and supporting accurate and timely financial reporting. This role requires a deep understanding of accounting principles, strong analytical skills, and the ability to operate independently while providing guidance to junior staff. The Senior Staff Accountant partners with cross-functional teams to maintain compliance, improve processes, and support business decision-making.
Essential Duties & Responsibilities
Financial Close & Reporting
Lead and execute monthly, quarterly, and annual close processes in accordance with established timelines
Prepare, review, and post complex journal entries, including accruals, deferrals, reclassifications, and estimates
Prepare and review balance sheet and income statement account reconciliations; investigate and resolve variances
Review bill of materials (BOMs), routings, and labor standards for accuracy
Ensure accuracy, completeness, and timeliness of financial statements in compliance with GAAP (or IFRS, where applicable)
Perform flux and variance analysis and provide clear explanations to management
General Ledger & Technical Accounting
Maintain general ledger integrity, ensuring transactions are recorded accurately and consistently
Research, interpret, and apply accounting standards to complex transactions (e.g., revenue recognition, leases, fixed assets, stock-based compensation)
Assist in drafting accounting memos and documentation for significant or non-routine transactions
Support implementation of new accounting standards and policies
Internal Controls & Compliance
Ensure compliance with internal controls, SOX (if applicable), and company accounting policies
Identify control deficiencies and recommend process improvements
Participate in the development, documentation, and maintenance of accounting procedures
Audit & External Reporting Support
Serve as a primary point of contact for internal and external auditors
Prepare audit schedules, supporting documentation, and footnote disclosures
Respond to auditor inquiries and assist in resolving audit findings in a timely manner
Budgeting, Forecasting & Analysis
Assist in the preparation of budgets and forecasts
Analyze actual results versus budget/forecast and provide variance explanations
Support management reporting and ad hoc financial analysis
Systems & Process Improvement
Assist with ERP implementations, upgrades, and integrations
Identify opportunities to streamline accounting processes and improve efficiency through automation
Develop and maintain Excel-based tools and reports to support accounting operations
Other duties as assigned
Qualifications
Bachelor's Degree in accounting, finance or related field required or a combination of schooling and accounting experience.
Minimum of five years of progressive accounting experience.
Must have 2-3 years of experience with entering and modifying BOM's.
Must be able to effectively communicate, read and comprehend instructions and procedures in English.
Ability to demonstrate strong analytical skills with a high attention to detail.
Ability to prioritize workload and accommodate shift in daily priorities based on the needs of the business.
Ability to demonstrate a high sense of urgency and be proactive in addressing problems as they arise.
Strong knowledge of GAAP and financial reporting requirements
Experience with month-end close, account reconciliations, and financial statement preparation
Proficiency in ERP systems (e.g., NetSuite, Oracle, SAP, Workday, Microsoft Dynamics)
Advanced Excel skills (pivot tables, complex formulas, Power Query a plus)
$47k-65k yearly est. 10d ago
Staff Accountant- Onsite Green Bay
Shopko, Inc. 4.8
Tax accountant job in Green Bay, WI
Assist in the month end financial close by preparing journal entries and performing reconciliations of various accounts. Create daily, weekly and monthly reporting as needed. Assist with the annual audit and creation of financial statements. Identify efficiencies and suggest improvement opportunities within the accounting process.
DUTIES AND RESPONSIBILITIES:
GENERAL ACCOUNTING & FINANCIAL REPORTING
* Compile and analyze financial information and support documents to prepare journal entries, including routine prepaid and accrual entries
* Collaborate with Senior Accountants on monthly close process to ensure timely completion of financial reporting to senior management
* Support accounts payable, fixed asset, and lease accounting management as needed
* Reconcile various general ledger accounts as assigned
* Assist in preparation of monthly financial statements
* Remain informed of current accounting pronouncements
* Participate in special projects/analysis as needed
FINANCIAL CONTROLS
* Assist with maintaining an effective control environment
* Communicate issues that impact controls in a timely manner
MINIMUM KNOWLEDGE, EXPERIENCE & SKILLS REQUIREMENTS:
* Bachelor's degree in accounting or equivalent work experience in an accounting role
* CPA eligible preferred
* 1+ years of experience in accounting related field
* Strong analytical and conceptual skills
* Solid attention to detail
* Able to prioritize and accomplish multiple tasks with limited supervision
* Excellent planning and organizational skills
* Strong verbal and written communication skills
* Solid interpersonal skills to flourish in a matrix environment
* Proficiency with Microsoft Office Suite of programs
ESSENTIAL FUNCTIONS & WORK REQUIREMENTS:
* Ability to effectively communicate at all levels within the organization through written and two-way verbal communication
* Able to sit or stand for extended periods of time
* Able to operate various office equipment (e.g., personal computer, telephone, fax machine, copier, etc.)
* Able to lift 10 to 20 pounds
* Able to work normal and/or extended (evenings, nights, and weekends) office hours to meet established deadlines
* Able to travel independently to support Company objectives and personal development
These statements are intended to describe the general nature and level of work performed by teammates assigned to this job classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.
$45k-56k yearly est. 41d ago
Senior Tax Associate - Financial Planning & Information Services
Hightower Advisors 4.7
Tax accountant job in De Pere, WI
Your Future Team We are a fee-only advisory practice that works under a team-oriented approach helping clients achieve their financial goals and bring peace of mind for tomorrow. Our core services include investment management, retirement, financial planning and tax services.
Incorporating tax services is an important way our team brings value to our clients. Through tax preparation and tax planning, we build trust with our clients as they build wealth, preserve it and enjoy. Our tax team works with our advisory team to implement client plans that involve tax bracket management, tax allocation including Roth conversions, harvesting capital gains and losses, Medicare income levels and other health insurance related income planning.
The Role
We are looking to build our tax services team with a Senior Tax Associate. Our firm is a fiduciary, and all team members put the interests of our clients ahead of their own. Client communication is critical in this role, along with team collaboration and deep knowledge of the tax code. Clients have always appreciated our willingness to help.
What You'll Do
Prepare all levels of tax returns - simple to complex
Respond to tax notices
Work with our advisory team on tax analysis and tax planning implementation
Work directly with clients
Find and implement opportunities for process improvement as necessary
Keep up on current tax law and changes and communicate with investment advisory team
Mentor and work with our tax team
What You'll Bring
8+ years of experience in tax preparation; CPA or Enrolled Agent preferred
Bachelor's degree in accounting, Taxation, or Finance
Handle client inquiries and concerns with efficiency and professionalism, contributing to repeat business and positive feedback
Follow ethical standards in decision-making and completes work with diligence and reliability
Strong background in preparing 1040 returns; small business and trust returns
Proactively tackle tasks and find effective solutions without requiring close supervision
Interact effectively with office staff and work well in team settings while contributing to shared goals
Prioritize tasks and meet deadlines through effective planning and organization
What We Offer
Competitive salary
Flexible schedule
Occasional work from home options
Paid holidays (15-20 days depending on the calendar)
PTO (4 weeks with an additional week after 5 years)
Basic short and long-term disability
Basic group term life insurance
Access to company health insurance plan and other benefits
401k participation with company match
Our 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. Hightower's 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: Financial Planning and Information Services, Inc. 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.
#LI-Onsite
How much does a tax accountant earn in Oshkosh, WI?
The average tax accountant in Oshkosh, WI earns between $37,000 and $71,000 annually. This compares to the national average tax accountant range of $45,000 to $83,000.