Tax accountant jobs in Waukesha, WI - 675 jobs

At MSA Professional Services, we believe in strengthening communities - and that begins with our people. As a 100% employee-owned firm, every team member has a personal stake in our success and a voice in shaping our future. We're looking for a detail-oriented and motivated Accountant to join our Madison, Milwaukee, or Baraboo office locations! Hybrid/flexible working arrangements are possible in this role. In this role, you'll be a key financial partner for our project teams, helping to ensure the success and fiscal health of projects that make a lasting impact on the communities we serve. Why You'll Love Working Here At MSA, you'll find more than a job - you'll find a place to grow your career, your community, and yourself. As a 100% employee-owned company, you'll share directly in the success you help create. Our Total Rewards package includes: Competitive compensation and Employee Stock Ownership Plan (ESOP) Comprehensive health, dental, and vision insurance 401(k) with company match Paid time off, paid holidays, and paid parental leave Flexible work options to support work-life balance Professional development support, including tuition reimbursement and mentorship programs Performance-based bonuses and recognition opportunities Responsibilities What You'll Do The Accountant is an integral part of our finance team to support the financial health of our organization and project operations. In this role, you will prepare and post general ledger entries, reconcile key accounts, assist with financial reporting, and contribute to contract administration and client invoicing. Key responsibilities include: Prepare, enter, and post general ledger journal entries Reconcile asset and liability accounts and research variances Support basic financial reporting, analysis, and audit deliverables Assist with project invoicing and contract compliance Help monitor project budgets, funding, and percent complete progress Collaborate with project teams on financial status and issue resolution Support collections and Accounts Receivable documentation Coordinate sales/use tax filings, personal property tax returns, and 1099s Participate in special projects as needed Qualifications What You Bring Bachelor's degree in Accounting, Finance, or related field. 4+ years of professional accounting experience required; prior experience in the architecture, engineering, or professional services industry is highly desirable. Basic technical accounting knowledge; basic knowledge of financial statement analysis; familiarity with Earned Value Management preferred Strong proficiency in Microsoft Excel and general ledger accounting; experience with AEC360 Microsoft Dynamics F&O preferred. Ability to use logic and reasoning to assess solutions and approaches to problems. Excellent communication, problem-solving, and organizational skills. Ability to manage multiple priorities with accuracy, handle confidential information, and collaborate across teams. The salary for this position ranges from $62,615 to $100,185 per year, commensurate with experience. Higher compensation within this range will be paid to candidates with significant experience and exceptional qualifications. Join Us Be part of something bigger - where your work supports the success of our projects, the strength of our communities, and the shared success of our employee-owners. We can recommend jobs specifically for you! Click here to get started.

Full-time Description Founders 3 is Wisconsin's largest, independently owned, full-service commercial real estate brokerage and management firm, changing the landscape of the local real estate industry in our markets with an unmatched level of local expertise. We are intently focused on creating value for our clients and are dedicated to continually improving our company and ourselves by practicing Commitment, Accountability, Respect, & Excellence (CARE) We are seeking bright, forward thinking, deadline driven and enthusiastic individuals to join our team. Ideal candidates will have an entrepreneurial spirit and be driven to improve their part of our organization. We have a great group of accountants and offer a great training program to help you grow in your position. Staff Accountant/Marina Accountant Job Summary: This role is responsible for providing direct financial management for the assigned portfolio of marinas and clients. Responsibilities include: Monthly accounting close, balance sheet schedules, reconciliations, and prepare timely and accurate financial/operating report packages for the assigned mixed portfolio Work closely with General Managers, Accountants, clients and corporate personnel to provide top quality customer service, budgets, year-end reconciliations and financial reports Cash management functions including bank reconciliations, bank transfers, owner distributions/cash sweeps, and payment processing Utility and tenant bill backs Sales and use tax returns Work with auditors and tax accountants to ensure quality year-end financial statements Work with General Managers, Accountants, clients and corporate personnel to provide top quality customer service, budgets, year-end reconciliations and financial reports Requirements Bachelor's Degree in Accounting and 2+ years related experience or an Associate's Degree in Accounting and 4+ years related experience Excellent written and verbal communication skills Proficient in the Microsoft Suite of products. Extremely organized, strong multi-tasking and proven time management skills Working knowledge of Quickbooks preferred Founders 3 is an Affirmative Action/Equal Employment Opportunity Employer Salary Description From $70,000 annually

Full-time Description General Ledger Staff Accountant, responsible for supporting and assisting senior accountants and director in accounting operations, maintaining general ledger and coordinating accounts within the CRM system. Essential Duties and Responsibilities This Position Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Prepares journal entries, reconciliations, and analysis under the direction of the senior accountants and director. Supports monthly accrual estimates for educational programs, board & committee meetings, and other. Analyzes impact of foreign exchange on operations and prepares allocation on the balance sheet and income statement. Prepares monthly foreign currency exchange and CPI data/reports. Maintains fixed asset database for all organizations. Supports completion of general ledger and financial statements for sub-company(s). Performs routine internal control audits of accounts payables, speaker and board reimbursements, staff expense and credit card reports to ensure compliance with policy and tax law requirements . Supports the department in the development of the annual budget. Prepares workpapers and documentation requests for the annual audits and tax filings. Maintains records retention for department per compliance requirements. Responsible to properly archive significant and mandatory financial documentation for the Foundation. As needed, supports the accounts payable (A/P) function with workload, records maintenance, analysis of records, etc. Makes process improvement recommendations. Supervisory Responsibilities: No formal supervisory responsibilities; however, incumbent may be required to train/mentor more junior staff members. Requirements Required Education/ Experience: The International Foundation will always consider candidates with an equivalent combination of education and relevant experience. A Bachelor's degree in Accounting is required, CPA candidate optional. Prior experience in budgeting, forecasting, supporting audits, and understanding of the impact of foreign exchange is preferred. We are currently searching for 2 Staff Accountants: A "Level 1" Staff Accountant which requires a minimum of one (1) year of experience in accounting. A "Level 2" Staff Accountant which requires a minimum of three (3) years of experience in accounting. Minimum Qualifications/Skills: Excellent computer skills, including Microsoft Office Suite, especially Excel. General knowledge of CRM and Accounting Systems. Prior experience with Microsoft Dynamics and Great Plains is helpful, but not required. Showcase excellent analytical and problem-solving skills. Meticulous organization skills, attention to detail and accuracy in data entry and analysis. Capable of both independent work and collaboration within a team environment. Communicate effectively, displaying proficiency in both written and verbal communication. Thorough knowledge of internal controls and audit procedures. Familiarity with fixed asset accounting and maintenance. Experience in preparing journal entries, reconciliations, and financial analysis. Exhibit exceptional multitasking and adeptness in prioritizing tasks effectively. Proactive approach to identifying process improvements and implementing solutions. Travel Requirements: There is no anticipated required travel for this position; but if there was, it would only be up to 5% of the time. Work Environment: This position is expected to work from our corporate headquarters office in Brookfield, WI, Monday through Friday of each week. This is an office environment with typical office conditions, including lighting, noise, seating and equipment. Following a successful training period (and pending each individual's ability to effectively work from an appropriately-equipped home office, per the terms of the Hybrid Work Policy) incumbents may permitted to work remotely on Mondays and Fridays, as business needs allow, in up-to a 60/40 (onsite/remote) hybrid schedule. The Foundation reserves the right to modify or discontinue the current hybrid schedule at any time as business needs dictate. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, or crouch The employee must occasionally lift and/or move up to 10-50 pounds (i.e. a case of printer paper). Specific vision abilities required by this job include close vision, and ability to adjust focus. The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all the work that may be inherent in the occupation. COMPENSATION, PERKS & BENEFITS: COMP: For the "Level 1" Staff Accountant, the annual salary range starts at $48,500 For the "Level 2" Staff Accountant, the annual salary range starts at $55,000 Our incredible benefits package includes a comprehensive and affordable medical plan (which includes 24/7 Teledoc), vision plan, dental plan, FSA (medical and dependent care), Employee Assistance Program (EAP), long term disability, short term disability, ample PTO (vacation, sick, holidays) and more! Our retirement plan includes a defined benefit (pension) plan AND a non-elective company 401(k) contribution AND a 401(k) matching contribution. Unique organizational perks include free Milwaukee County Zoo passes, an on-site fitness center with yoga, stretch, and strength training classes, mindfulness sessions, a bocce league, game nights, and even a cribbage club to name a few! ABOUT US: The International Foundation of Employee Benefit Plans is North America's largest membership organization for those who work with employee benefit plans. The Foundation's employees make a HUGE impact on the livelihoods of millions of workers across the U.S. and Canada because of the work we do in providing education and research to the benefits community. Employees enjoy an outstanding benefits package, unique employee perks, creative and caring co-workers-all within a family-friendly workplace. Speaking of workplaces, the Foundation is tucked into a 15-acre wooded slice of nature in the heart of Brookfield. We're small enough for you to have ongoing, meaningful impact on the organization but big enough to make international news. Visit us at ************* or connect with us on the socials. PRE-EMPLOYMENT CONTINGENCIES All at-will offers of employment issued by the International Foundation are contingent upon a successful completion of: background check, employment history verification, education verification (as applicable by position), credit check (as applicable by position), motor vehicle records (MVR) check (as applicable by position), 3-5 professional references, and completion of the Federal I-9 and E-Verify process to demonstrate eligibility to work for the IFEBP. Return to our Careers Page

The County Materials Family of Companies manufactures and delivers concrete construction products to meet the demand for growing communities. We rely on our talented and dedicated team members to provide reliable products with personalized service. The accountant supports accurate and timely accounting operations for a multi-entity organization. This role involves preparing journal entries, completing account reconciliations, and performing financial analysis to support month-end closing, financial reporting, and compliance. The accountant also partners cross-functionally to drive continuous improvement and strengthen internal controls. We are seeking an Accountant for County Materials at Brookfield, WI. Job Duties: * Support the month-end and year-end close process, including preparing and posting journal entries for accruals, allocations, and reclassifications. * Prepare and maintain timely reconciliations (e.g., cash, prepaid expenses, accruals, fixed assets, inventory, and intercompany accounts). * Prepare accurate and timely financial statements (income statements, balance sheets, statement of cash flows). * Assist with sales and use tax support/preparation, 1099 preparation, and other compliance requirements as assigned. * Prepare schedules and documentation for internal and external audits; respond to information requests and support implementation of audit recommendations. * Identify opportunities to streamline processes and strengthen controls; recommend and help implement process improvements and standard work. * Prepare ad hoc reports and analyses for leadership. * Maintain financial security by following internal controls. * Perform other duties as assigned. Work Environment: * Office setting with standard business hours. * Occasional extended hours during the month-end and year-end close. Physical Requirements: * Ability to sit for extended periods and work on a computer. * Occasional lifting of up to 10 lbs. for files or office materials. Experience & Qualifications: * Associate's degree in Accounting required; Bachelor's degree in Accounting preferred. * 2-4 years of experience in a related field. * Proficiency in Microsoft Office products. * Strong mathematical and analytical skills. * Excellent written and verbal communication skills. * Certified Public Accountant (CPA) license. * Experience with ERP or financial systems.

WE ARE ASQ: EXCELLENCE THROUGH QUALITY ASQ is the leading membership association to help quality professionals achieve their career goals and drive excellence through quality in their organizations and industries. We provide expertise, knowledge, networks, and solutions to a global membership of individuals and organizations spanning more than 140 countries. ASQ was founded in 1946 and is headquartered in Milwaukee, Wisconsin. The Position This position is responsible for assisting with monthly financial reporting, account reconciliations, and annual independent audit work paper preparation. The position will also support all aspects of accounting operations including accounts receivable, accounts payable, and special accounting projects. The salary range for this role is $56,680-$70,850. Any extended offer is based on the candidate's experience and overall fit for the role. Main Responsibilities * Prepare journal entries by compiling and analyzing account information from general ledger accounts and supporting schedules to ensure accurate financial reporting in accordance with Generally Accepted Account Principles (GAAP). * Reconcile financial discrepancies by collecting and analyzing account information. Submit adjustments with support and analysis for authorization and subsequent entry. * Provide necessary information, schedules and / or forms to support the annual tax, audit, and budget processes. * Develop and maintain documented process procedures as well as recommend and implement process improvements using quality management tools and techniques. * Analyze financial information to provide recommendations for business and financial problems. * Prepare sales tax filings, commission payments, and special financial reports by collecting, analyzing, and summarizing account information. * Interact with both external and internal stakeholders in a collaborative team environment. * Adhere to ASQ Competencies: Transparency, Accountability, Collaboration, and Trust. * All other duties as assigned. Working Conditions and Physical Requirements: Hybrid Office Environment with Tuesdays & Wednesdays office at the Milwaukee Headquarters location. Bring Your Best: Position Qualifications * A bachelor's degree in accounting, finance, or similar degree and a minimum of 2 years of relevant accounting experience or equivalent combination. The Location ASQ is conveniently situated in downtown Milwaukee, immediately adjacent to major freeway exits and the robust downtown economy. The Avenue MKE and Riverwalk access provide our employees with easy indoor and outdoor access to shopping, restaurants, and coffee shops. Our office space is in a historic building incorporating individual workstations, an option for sit/stand desks, and community and collaboration space. Why You Should Apply At ASQ, our philosophy is that performance-driven pay provides a foundation for a complete benefit package that helps you live your best life, both at work and at home. Competitive base pay, outstanding benefits, opportunities for learning and growth, programs to help you plan for the future and perks that inspire your downtime are all part of ASQ's total compensation package. Learning and Growth o Challenging and interesting work o Benefits of ASQ membership o ASQ-sponsored training o Opportunities to achieve professional designations and certifications o Performance management and coaching o Tuition reimbursement Health and Wellness o Medical insurance o Dental insurance o Vision insurance o Health savings accounts o Flexible spending accounts o Fun and rewarding wellness program Total Compensation o Competitive base pay o Opportunity for annual merit increases o Outstanding benefits Planning for the Future o Retirement savings program o Disability income plan o Life insurance, Accident, & Critical Illness insurance Culture and Workplace o Growing, global organization o Mission-driven and committed to sharing ideas and tools that make the world work better o Healthy work/life balance and flexible work schedules o Positive, collaborative, team-oriented environment o One-week winter break every December, in addition to accrued paid time off and other paid holidays o Regular staff socials, peer to peer recognition, and more!

BDO is a place for energetic self-starters who can think and act like entrepreneurs. The STS Tax Intern, State and Local Tax will be responsible for basic research and analysis of state and local tax (SALT) issues, along with utilization of tax software in the completion of basic tax returns and other tax filings and documents. In this role, the STS Tax Intern, State and Local Tax will have the opportunity to utilize his / her educational background while working side-by-side with more experienced Tax members who will provide direction and coaching related a range of state and local tax laws and resources. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Tax Methodology Applies general understanding of knowledge and application of standards to effectively and efficiently deliver quality tax services Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Participates in the preparation, filing and completion of voluntary disclosure agreements for sales and use tax, income tax and unclaimed property Drafts tax memoranda, and other documents on various tax issues Assists in drafting responses to notices from state taxing authorities Prepares models for tax and unclaimed property exposure analysis Participates in the audit defense of client returns and tax positions Ensures all data needed to comply with filing requirements is obtained and identifies missing items needed to prepare assigned tax returns Monitors current tax law changes and applies appropriately to the preparation of assigned tax returns Manages collection and retention of all appropriate workpapers for assigned clients Research Completes basic research on federal and state tax issues Tax Consulting Partners with experienced SALT tax professionals to learn the basics of state tax planning Participates in client meetings with experienced tax professionals, as appropriate Establishes relationships with Core Tax Services and other Specialized Tax Services client service professionals Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Strategy Development Assists in the preparation of tax presentations for client meetings Tax-Related Software Utilizes Caseware, Go Systems, and other tax-related software in the completion of basic tax returns with appropriate supervision, as applicable Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting, Taxation, Finance or other relevant field, Juris Doctorate (J.D) program, or Master of Laws (LLM) program, required Experience: Leadership experience, preferred Prior internship or other work experience within an accounting setting or public accounting, preferred Membership and participation in accounting or finance organizations at the college level, preferred License/Certifications: N/A Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint Other Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to successfully multi-task while working independently or within a team Positive attitude and willingness to learn Ability to research taxation topics and communicate or compose written analysis effectively Basic knowledge of accounting and tax theory. Seeks advice of appropriate superiors regarding issues related to compliance Ability to prepare simple tax returns as well as drafting other tax related documents Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr

Job DescriptionDescription: TLX Technologies is seeking a detail-oriented Accountant to support day-to-day accounting operations in a manufacturing environment. This role is responsible for maintaining accurate financial records, supporting month-end close, and handling core accounting functions. The accountant reports to the President and works closely with internal teams to ensure financial accuracy and compliance. Key Responsibilities Perform daily accounting activities including accounts payable, accounts receivable, general ledger, and job costing Prepare and maintain monthly, quarterly, and annual financial reports Assist with month-end and year-end close, reconciliations, and journal entries Maintain accurate job costing records and support cost tracking Ensure compliance with GAAP, internal policies, and tax requirements Support audits, tax filings, and required documentation Prepare routine financial reports and respond to internal data requests Qualifications Bachelor's degree in Accounting, Finance, or related field 1-3 years of accounting experience or relevant internships; manufacturing experience preferred Working knowledge of GAAP and cost accounting principles Experience with ERP/accounting systems (JobBOSS preferred) Strong Excel skills Experience with AR, AP, GL, job costing, and reconciliations preferred Core Skills High attention to detail and accuracy Strong organizational and time-management skills Ability to analyze and resolve discrepancies Effective communication and collaboration skills Professionalism and reliability Why TLX Technologies TLX Technologies offers a collaborative work environment, competitive pay, and a comprehensive benefits package. This is a great opportunity to grow your accounting skills within a stable manufacturing organization. Job Type: Full-time Benefits: 401(k) 401(k) 4% Match Dental insurance Disability insurance Health insurance Life insurance Paid time off Parental leave Referral program Tuition reimbursement Vision insurance Requirements:

Job Description The Junior Staff Accountant supports the Finance team by performing routine accounting tasks, supporting month-end close processes, and assisting with member payment processing and provider refund activities. This role is ideal for an early-career accounting professional who is eager to learn, develop technical skills, and grow within the Finance Department. The ideal candidate is organized, analytical, and customer-focused, with strong attention to detail and accuracy. This individual will maintain accurate financial records while providing high-quality support to both internal teams and external clients. Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Record, post, and reconcile all payments received from members and providers Review and process credits due back to members. Create and process provider refund adjustments. Monitor provider receivables and follow up on overdue balances to ensure timely collections. Research and resolve account discrepancies in collaboration with internal departments. Assistwith the preparation and posting of routine journal entries Maintain supporting documentation for journal entries and reconciliations Prepare and assist with balance sheet account reconciliations Assist with month-end and year-end closing activities Perform other related duties as assigned. Qualifications: Strong attention to detail with excellent organizational and time-management skills Proficiency with accounting software (e.g., QuickBooks, NetSuite, SAP, or similar) and Microsoft Excel Willingness to learn, take direction, and adapt to new processes Strong written and verbal communication skills Education/Experience: Associate's or Bachelor's Degree in Accounting, Finance or related Field 0-2 years of Accounting or Finance experience Work Environment: 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. The physical environment requires most employees to work sitting at a desk, using computer and phone equipment Individuals may be requested to work extra hours for special projects and events Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job in this office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to: Communicate verbally Hear to answer phones, interact with others Walk occasionally around the office to perform job duties Sit at desk to perform duties Use fingers to manipulate keyboard and telephone Close vision and ability to adjust focus to read and work on computer.

Job Description Are you an Accountant looking to work for clear leader in pumping innovations? Are you ready for a new and exciting start? Join our team at Watertronics! - Staff Accountant STARTING DATE - Immediate EMPLOYMENT TERM - Direct Hire EMPLOYMENT TYPE - Full-Time WORK HOURS (SHIFT) - 1st Shift STARTING PAY - $60,000-$65,000 BENEFITS - Medical, Vision, Dental, 401(K), Paid Vacation, Paid Holidays, Referral Bonus REQUIRED EDUCATION - Minimum: Bachelor's Degree in Accounting. REQUIRED EXPERIENCE - At least 2+ years related experience Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Language Skills Ability to read, analyze, and interpret financial reports, bank statements, and accounting regulations. Ability to write reports and business correspondence. Ability to effectively communicate to managers and other employees of the organization. Mathematical Skills Ability to calculate figures and amounts such as account balances, appropriate tax, discounts, interest, proportions, and percentages. Ability to apply concepts of basic algebra. Other Qualifications Requires the ability to operate various office equipment to include a computer, calculator, and copier. Requires a working knowledge of spreadsheet software. Requires attention to detail. Requires knowledge of company products and accounting system. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment 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. Please send your resume to waukesha@seekcareers.com. Call/text 262-798-0306 or apply online at www.seekcareers.com. ASK ABOUT OUR $250 REFERRAL BONUS PROGRAM! About SEEK Careers/Staffing You are a person with unique skills, experience and education.When you want to be heard and when you want to be matched with great career opportunities that are right for you, you can count on SEEK Careers/Staffing, Inc. Since 1971, our professional staffing consultants have been Servicing Your Success .You'll find that the process is thorough and that your experience is personalized. SEEK Careers/Staffing is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, genetic, military status or any other basis prohibited by federal, state, or local law.

Application Deadline: 02/12/2026 Address: 790 N Water Street Job Family Group: Wealth Sales & Service Provides tax planning and advice as part of a comprehensive wealth management solution to deliver an exceptional client experience. Provides technical expertise for tax planning solutions and administration. Works collaboratively as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Identifies opportunities to grow existing relationships and develop new business. Participates in advisory committees for tax planning and related wealth management. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Provides insight and shares expertise with team members for taxation concepts and other complex wealth services offerings. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Designs and produces regular and ad-hoc reports, and dashboards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Leads/participates in the design, implementation and management of core business/group processes. Develops and manages a business/group program. Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Provides proactive, integrated, and customized tax planning strategies to help clients achieve financial and personal goals. Communicate effectively with sales management and sales force to keep them informed of tax planning trends, developments and changing regulations. Coaches and advises others on the client specific situations, sharing technical knowledge. Develops rapport and instills confidence with the client to develop credibility and earn their trust as a member of the client strategy team. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Identifies and recommends ways to enhance the client experience. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Bachelor's degree in Finance or related field preferred. In-depth knowledge of Tax Planning and Legal processes and procedures In-depth knowledge of Tax issues, Trust Accounting and Investment Management In-depth knowledge of tax requirements including estate planning techniques, relevant tax regulations. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $66,600.00 - $124,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Retail Space Solutions LLC As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best. The Staff Accountant is primarily responsible for accounts payable (all brands), billing & collections (RSS brand), as well as limited financial reporting, analysis, and compliance duties. With direction from the Accounting Manager, the Staff Accountant will frequently interact with customers and suppliers, as well as other members of the CZ/RSS team, requiring strong relationship building and communication skills. This position requires strong attention to detail, a drive for excellence, sense of urgency, and an ability to effectively manage multiple tasks and shifting priorities. Essential Functions: This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time. Billing & Collections * Identify and document customer invoice submission requirements and ensure timely and accurate billing from the point of shipment. Generate credit memos and adjustments, maintaining accurate records and approval documentation in accordance with the published authority matrix. * Review Accounts Receivable Aging for past due balances. Follow-up with customers and pursue escalations, leveraging the CZ sales team as needed, to achieve past due metric targets while minimizing working capital and collection risk. * Using D&B reports, customer provided financial data, and credit references, set up new customers and recommend appropriate credit limits for new and existing customers, balancing what the customer will need based on expected volume with any identified credit risk concerns. Internal Reporting, Forecasting & Financial Analysis * Serve as "Forecast Champion" for assigned department head, creating and updating detailed forecasts in Adaptive, with timing aligned to Marmon forecast and budget timelines as communicated by the VPFinance/IT. * Complete financial analysis projects as requested by Accounting Manager, VP-Finance/IT or President. Examples of analyses include but are not limited to pricing compliance and customer deductions. * Serve as backup for generating daily "booked to go" and weekly sales reports for distribution to the organization, identifying and documenting key changes that may be useful for the users (e.g., large new orders, order timing shifts, canceled orders, etc.). * Serve as accounting support in the completion of key Marmon internal controls such as collection and first round review of audit support requests as well as completion of the inventory count preparation for all in person physical counts. Accounts Payable * Reviewing and processing supplier invoices received from inventory and non-Inventory suppliers within our software. Follow-up with suppliers and leverage the Operations team as needed, to achieve cut off deadlines. * Assisting in inventory count and quarter end preparation through reviewing Goods Received Notes and coordinating with suppliers on outstanding invoices. Financial Reporting & General Accounting * Complete financial closing responsibilities accurately and in compliance with process documentation and the closing schedule, in support of Marmon's requirements and deadlines, including but not limited to the following: * Accrual Journal Entries, including preparation of supporting documentation Account Reconciliations, including timely resolution of reconciling or aged items * Sales & Use Tax Compliance: Review "exempt" transactions in Avalara that don't have a supporting customer exemption form in CertCapture. Work with customer and accounting colleagues to obtain any missing certificates. * Prepare & coordinate approval and processing of monthly Broker Statements. Reconcile statements to commission calculations. Notify VP-Finance/IT of any discrepancies so commission calculations can be updated. Position Qualifications: Competencies Required * Strong Attention to Detail * Strong Organizational Skills * Communication Skills and Abilities: To perform this job successfully, an individual must be able work in a team setting, perform each essential duty satisfactorily displaying appropriate professional skepticism, attention to detail, and communicate with internal and external individuals with respect and professionalism. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Education/Experience - Requires education generally equivalent to an Associate's Degree, with a Bachelor's Degree in business or accounting preferred. * Computer Skills - General Excel knowledge preferred. * CPA Candidate * Financial Language Skills: Ability to read, analyze, and interpret financial reports, contracts, and accounting laws and regulations. Ability to write reports and business correspondence. Ability to effectively present financial or process information to management and colleagues. Ability to effectively collaborate in a team setting displaying professionalism and respect for all individuals (internal and external). * Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Work Environment: Work is performed under a hybrid arrangement, with 3 days in office and remaining days remote. Hours of work will generally be during regular business hours (8AM-5PM) with at least 40 hours a week. At times there will be some variation in work hours due to special projects, deadlines and other concerns. Occasional travel may be required. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. All Employees: * Follow established policies and procedures and associated documents * Participate in quality assurance and business improvement activities, including training and improvement projects as defined by the organization Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.

Job Description Staff Accountant As one of the region's leading commercial real estate firms, our client has been experiencing unprecedented growth and they are looking to add to their team. This mid-sized company delivers to their clients in way that exceeds expectations. This nationwide developer offers a vibrant work culture where they carefully select their team members based on skills, integrity and a passion for their business. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career. This client offers Industry-leading compensation and benefits packages including premiere medical plan options, flexible spending accounts, 401(k) with company match and company provided life and disability insurance. Key Functions Provide comprehensive support to accounting leadership across all departmental activities. Manage tracking and reporting for fixed assets and construction-related inventory. Assist with accounts receivable and payable processes across a portfolio of properties. Coordinate accurate tenant billing for recurring charges and reimbursable expenses. Conduct periodic reconciliations for tenant accounts. Monitor regular vendor reports to identify and address outstanding payables. Investigate account variances, review ledger activity, and prepare necessary adjustments. Contribute to balance sheet reconciliations, including bank accounts, fixed assets, and other assigned schedules. Support year-end financial reviews, audits, and tax documentation. Develop and review annual budgets and long-range financial forecasts. Qualifications & Competencies Bachelor's degree in Accounting, Finance, or a closely related discipline. Background in real estate accounting is advantageous but not essential. Familiarity with ERP accounting software is preferred. Proficiency in Microsoft Office applications, especially Excel, Word, and Outlook. Strong verbal and written communication skills for collaborating with property managers, construction teams, vendors, tenants, and other stakeholders. Proven ability to thrive in a dynamic, fast-paced setting with a proactive work ethic. Capable of working effectively both independently and within a team environment. Exceptional organizational skills and attention to detail. Resourcefulness in researching information and resolving issues. Positive, solutions-oriented mindset with a focus on process improvement and innovation.

Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It's a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too. Foley & Lardner LLP is currently seeking a Tax Coordinator to join our Accounting & Finance department. The Coordinator will support the firm's tax compliance and reporting functions across multiple jurisdictions. This role involves managing indirect tax obligations, maintaining accurate fixed asset records, and ensuring timely filing of state and federal tax documents. The position requires strong attention to detail, organizational skills, and the ability to collaborate with internal teams to ensure compliance and accuracy in all tax-related matters. Responsibilities * Assist with Indirect Tax compliance including Sales and Use tax, Personal Property taxes, and Tangible Property Lease taxes * Maintain firm's fixed asset records using Sage Fixed Asset software. Requires routine coordination with procurement teams to properly code fixed asset additions and disposals for multiple offices. * Prepare supporting workpapers for expense deductibility on Federal tax return including charitable contributions, gifts, lobbying, etc. * File various state compliance documents including LLP Renewals and Business Tax Registrations * Prepare & file State Tax return extensions and estimated payments timely & accurately * Prepare & file Indirect Tax payments timely & accurately * Maintain tax department calendar and tax inbox * Maintain accurate records of tax filings and related documentation for audit and compliance purposes * Provide support with various audits and special tax related projects Qualifications * Bachelor's degree in accounting, finance, or a related filed required * One (1) year of tax accounting experience preferred * Tax experience in individual and partnership tax knowledge preferred * Strong understanding of U.S. federal and state tax regulations * Prior experience with Sage Fixed Asset software is preferred * Advanced proficiency and knowledge of Microsoft Office Suite #LI-Hybrid In support of transparency and equity in the workplace, Foley provides salary ranges for all positions. The figures below represent the full compensation range of this position. The actual offered amount will be between the range minimum and midpoint based on the following factors: education, experience, geographic market, and internal pay equity at Foley. Chicago - $56,400 to $79,000

Lulloff, Leben, and Taylor Senior Tax Associate Brookfield, WI About Our Firm We are a fun and energetic, team-oriented accounting firm providing our clients with highly specialized and enhanced accounting, bookkeeping, payroll, tax planning, tax prep, and strategic business consulting services-all delivered with a commitment to helping our clients succeed. What We're Looking for in a Senior Tax Associate We are looking for a Tax Associate to assist us with preparing and filing our business and individual returns. You will be exposed to our bookkeeping clients as well, typically working with 10-15 of these client companies per month, helping with financials, P&L, and overall tax consulting, although most of your time will be focused on preparing taxes. Ideally, you will have 3-5 yrs experience working with individuals and small businesses, consulting on tax matters, resolving tax notices, and helping clients reduce their tax liability. Expectations of Our Senior Tax Associate: Preparation + review of individual and corporate taxes Assess and research difficult tax issues to identify solutions Help clients maintain their bookkeeping; reviewing financial statements, and bank reconciliations Perform payroll processing, payroll, sales & use, and personal property tax returns Prepare accurate quarterly and annual tax reports Compensation and Benefits Competitive salary of $60K-$70K Regular promotion and growth opportunities Medical, Dental, and Vision Insurance Vacation and PTO 401K Life Insurance

Perform accounting and financial analysis services directly and predominantly realting to the domestic location activity and indirectly subsidiaries. Responsible for posting all types of journal entries, performing ledger maintenance, preparing various account analyses, and completing a variety of audit work papers. position requires ongoing awareness of current developments in the accounting profession and applicable government regulations. Assists the Accounting Manager to formulate, implement, modify and maintain procedures, policies, and systems which ensure the accurate, timely, verifiable and efficient accumulation, recording, balancing, reconciling and reporting of financial data within the Generally Accepted Accounting Principles for the United States. Perform accounting and financial analysis services directly and predominantly realting to the domestic location activity and indirectly subsidiaries. Responsible for posting all types of journal entries, performing ledger maintenance, preparing various account analyses, and completing a variety of audit work papers. position requires ongoing awareness of current developments in the accounting profession and applicable government regulations. Assists the Accounting Manager to formulate, implement, modify and maintain procedures, policies, and systems which ensure the accurate, timely, verifiable and efficient accumulation, recording, balancing, reconciling and reporting of financial data within the Generally Accepted Accounting Principles for the United States. Bachelors Degree 1-3 years of work related experience MS Outlook, MS Word, 10 Key, ERP System and MS Excel Skills & Requirements Bachelors Degree 1-3 years of work related experience MS Outlook, MS Word, 10 Key, ERP System and MS Excel

Job Description Title: Investment Accountant Type: Hybrid (3 days onsite per week) Duration: January 2025 - July 2025 (6 month contract) Perks: Competitive Rates, Benefits, free daily lunch when onsite Job Summary: Prepare accurate financial reporting for fixed income, equity securities, and alternative investments for the organization and its related entities. Ensure accurate monthly, quarterly, and annual reporting to internal management, external agencies, and auditors. Contribute to maintaining data integrity by verifying the accuracy of investment systems and financial processes related to assets, income, and gains/losses. Primary Duties & Responsibilities: Assist in preparing the investment sections of quarterly and annual filings with state insurance regulators and audited financial statements. Complete monthly closing processes, ensuring assets, income, and gains/losses are recorded according to Statutory and U.S. GAAP principles. This includes performing monthly reconciliations within the investment systems. Collaborate with cross-functional teams to verify transaction accuracy. Prepare additional periodic reports as requested. Identify and implement improvements in reporting and financial processing workflows. Qualifications: Bachelor's degree in Accounting, Finance, or a related field, or equivalent education and experience. Minimum of 5 years of relevant professional accounting experience. Public accounting experience is preferred. CPA designation is a plus. Strong understanding of accounting principles and practices related to investments is a plus. Demonstrated decision-making and analytical skills. Strong written and verbal communication skills. Proven ability to collaborate effectively across departments. High level of personal initiative and self-motivation. Proficiency in Microsoft applications, especially Excel.

We're looking for people who put their innovation to work to advance our success - and their own. Join an organization that ensures a more secure world through connecting and protecting our customers with inventive electrical solutions. Ensure accurate and timely reporting of financial transactions, including recurring journal entries and month-end account reconciliations. Research and analyze general ledger account variances to support financial accuracy and insight. Manage the consolidated Sage Fixed Asset System and generate reports for users. Provide proactive analysis and support to the finance team, including ad hoc data requests and project work. Maintain Sarbanes-Oxley documentation and provide required materials for internal and external audits. Collaborate within the accounting center to support team workloads and ensure timely, accurate completion of tasks. YOU HAVE: Bachelor's degree in Accounting and 2+ years of accounting experience is preferred. Experience with Oracle and/or OneStream is helpful. Proficient with all Microsoft Office products. CPA or CMA preferred but not required. Outstanding analytical and problem solving abilities. Able to present information and respond to questions from individuals at all levels of our multifaceted organization. A collaborative teammate and self-starter who is looking to grow professionally. Ability to travel for work (estimate WE HAVE: A dynamic global reach with diverse operations around the world that will stretch your abilities, provide plentiful career opportunities, and allow you to make an impact every day nVent is a leading global provider of electrical connection and protection solutions. We believe our inventive electrical solutions enable safer systems and ensure a more secure world. We design, manufacture, market, install and service high performance products and solutions that connect and protect some of the world's most sensitive equipment, buildings and critical processes. We offer a comprehensive range of systems protection and electrical connections solutions across industry-leading brands that are recognized globally for quality, reliability and innovation. Our principal office is in London and our management office in the United States is in Minneapolis. Our robust portfolio of leading electrical product brands dates back more than 100 years and includes nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF and TRACHTE. Learn more at ************** Commitment to strengthen communities where our employees live and work We encourage and support the philanthropic activities of our employees worldwide Through our nVent in Action matching program, we provide funds to nonprofit and educational organizations where our employees volunteer or donate money Core values that shape our culture and drive us to deliver the best for our employees and our customers. We're known for being: Innovative & adaptable Dedicated to absolute integrity Focused on the customer first Respectful and team oriented Optimistic and energizing Accountable for performance Benefits to support the lives of our employees Benefit Overview At nVent, we value our people and their health and well-being. We provide a broad benefits package with meaningful programs for eligible full-time employees that includes: Medical, dental, and vision plans along with flexible spending accounts, short-term and long-term disability benefits, critical illness, accident insurance and life insurance. A 401(k) retirement plan and an employee stock purchase plan - both include a company match. Other supplemental benefits such as tuition reimbursement, caregiver, personal and parental leave, back-up care services, paid time off including volunteer time, a well-being program, and legal & identity theft protection. At nVent, we connect and protect our customers with inventive electrical solutions. People are our most valuable asset. Inclusion and diversity means that we celebrate and encourage each other's authenticity because we understand that uniqueness sparks growth. #LI-SR2 #LI-Hybrid

WE CREATE EMPOWERED LEADERS! At Milwaukee Tool we firmly believe that our People and our Culture are the bookends of our success. Our employees work with a passion to never settle and always improve, enabling us to push the status quo and change the lives of our users. Behind our doors you'll be empowered every day to own it, drive it, and do what it takes to support the biggest breakthroughs in the industry. Meanwhile, you'll have the support and resources of the fastest-growing brand in the construction industry to make it happen. Your Role on Our Team As an Accountant II, you will be on the Operations Accounting team at Milwaukee Tool supporting several domestic manufacturing plants. The ideal candidate will be a self-motivated individual that can operate in a fast-paced environment with minimal guidance. What You'll Do: Execute month-end close activities, including closing costing module, preparation and posting of journal entries, validating cost data and resolving discrepancies. Responsible for the ongoing, timely, and accurate preparation of account reconciliations. Support audit requirements by providing documentation and explanations for operational accounting transactions. Perform daily costing analysis to monitor production variances and inventory valuation. Demonstrate agility by adapting to changing needs of the finance and operational departments, providing insights and support decision-making through transactional analysis. Work in cross-functional groups to create more efficient and accurate business processes. Demonstrate a commitment to the process of continuous improvement. Identify and eliminate non-value-added activities and streamline processes. Ability to collect, analyze, and manage quantitative data and create meaningful, accurate reports. The Tools You'll Need to Have: Bachelor's degree in Accounting or related field. 2+ years of experience. Proficiency with Excel (advanced) and PowerPoint required. Ability to work well in a highly collaborative, fast-paced environment. The Other Tools We'd Like to See: Public accounting or industry experience in manufacturing is preferred. Proficiency with large scale ERP, Oracle preferred. We provide these great perks and benefits: Robust health, dental and vision insurance plans Generous 401 (K) savings plan Education assistance On-site wellness, fitness center, food, and coffee service And many more, check out our benefits site HERE. Milwaukee Tool is an equal opportunity employer.

Job Description Prairie Trust , a division of Waukesha State Bank, is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns. Serving as a subject matter expert, the Fiduciary Tax Manager will consult with clients and attorneys on complex estates and administrative trusts, provide tax planning guidance, support estate administration matters, and collaborate with internal teams and external partners to deliver exceptional service. The ideal candidate brings at least five years of experience in fiduciary, estate, and gift taxation within a trust department, accounting firm, or law firm, along with strong technical, research, and communication skills. A CPA, MST, or JD is a plus. If you enjoy working independently, improving processes, mentoring others, and building trusted relationships in a community bank environment, this is an opportunity to make a meaningful impact at Prairie Trust. Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen. EOE Disability/Vet