NewSr. Manager (Tax) SVA CareersSr. Manager (Tax)Brookfield, WisconsinEnsure all duties are performed efficiently, and to a satisfactory level, typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season. SVA participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU.
Tax Manager Baker Tilly Advisory Group, LPTax ManagerMilwaukee, WisconsinBaker 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. 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.
Tax Manager - Partnerships Wipfli Advisory LLCTax Manager - PartnershipsMilwaukee, WisconsinFull timeManage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget. 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.
Tax Manager - Manufacturing Wipfli Advisory LLCTax Manager - ManufacturingMilwaukee, WisconsinFull timeWipfli 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. Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects.
Tax Senior Manager, DT&I (State and Local Tax) BDO USA PCTax Senior Manager, DT&I (State and Local Tax)Milwaukee, WI$205,000–$225,000 / yearJob Summary: The Tax Digital Transformation & Innovation (DT&I) Product Management Senior Manager manages the product lifecycle for proprietary technology solutions supporting the tax practice and delivery of services to clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Domestic Tax Manager ClariosDomestic Tax ManagerMilwaukee, WIHow you will do it: Lead and coordinate the Domestic federal and state income tax compliance processes to ensure adherence to deadlines; work with external tax service providers and other members of the Clarios tax team to plan, manage, review, and complete federal and state income tax filings; Ensure compliance positions are technically supportable and appropriately documented. Understand the business and related tax matters and develop the ability to translate this knowledge into tax planning and forecasting, with particular focus on state income tax implications of business expansion, manufacturing footprint changes, legal entity changes, supply chain changes, and other operational developments.
International Tax Services - Senior Manager PwCInternational Tax Services - Senior ManagerMilwaukee, WI$124,000–$335,000 / yearExamples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerMilwaukee, WI$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Tax Experienced Manager, State and Local Tax BDO USA PCTax Experienced Manager, State and Local TaxMilwaukee, WI$94,500–$189,000 / yearJob Summary: A Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
NewSr. Manager (Tax) SVA Certified Public Accountants, S.C.Sr. Manager (Tax)Brookfield, WIPart timeEnsure all duties are performed efficiently, and to a satisfactory level, typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season. SVA participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU.
Specialized Tax Services - Energy Incentives & Credits Manager PwCSpecialized Tax Services - Energy Incentives & Credits ManagerMilwaukee, WI$99,000–$266,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Manager, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
Specialized Tax Services - Energy Incentives & Credits Senior Manager PwCSpecialized Tax Services - Energy Incentives & Credits Senior ManagerMilwaukee, WI$124,000–$335,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will provide strategic tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
NewFinancial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerMilwaukee, WI$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerWI$124,000–$335,000 / yearAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesMilwaukee, WI$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Product Manager, Tax Information Reporting BetaNXT IncProduct Manager, Tax Information ReportingBrookfield, WIRemoteBetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. Duties and Responsibilities of the Product Manager, Tax Reporting: Monitor and interpret evolving US, foreign, and state tax legislation to communicate impact on current and future products.
Senior Manager, Tax Learning & Instructional Design LE0008 Cohen & Co Advisory, LLCSenior Manager, Tax Learning & Instructional DesignMilwaukee, WI$120,000–$145,000 / yearFull timeServe as the strategic learning partner to Tax leadership, Talent Deployment, People & Culture Business Partners, Innovation, international teams, and key SMEs to ensure learning solutions support business needs, technology adoption, and process changes. Ensure effective execution of Tax onboarding and role-, level-, pod-, and system-specific learning pathways, including support for new hires, experienced hires, reviewers, overseers, and other technical learning audiences, in partnership with the Senior Specialist, Onboarding & Cultural Integration.
Tax Senior Manager Baker Tilly Advisory Group, LPTax Senior ManagerMilwaukee, WisconsinBaker 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. What you will do: Be a trusted member of the engagement team, providing various tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational.
Sr Mgr, Tax Contrvrsy & Proced BDO USA PCSr Mgr, Tax Contrvrsy & ProcedMilwaukee, WI$150,000–$250,000 / yearJob Summary: The Senior Manager of Tax Controversy and Procedure (TCP) provides technical support to firm client service professionals and clients on matters involving US federal taxation, particularly in the areas of IRS practice and procedure and tax controversy. The Senior Manager of Tax Controversy and Procedure applies knowledge and experience in procedural matters to assist clients with resolution of IRS account issues, mitigation of IRS penalty assessment and interest accrual, and other IRS procedural matters.
Sr Mgr, Tax Contrvrsy & Proced BDO International LtdSr Mgr, Tax Contrvrsy & ProcedMilwaukee, WI$150,000–$250,000 / yearJob Summary: The Senior Manager of Tax Controversy and Procedure (TCP) provides technical support to firm client service professionals and clients on matters involving US federal taxation, particularly in the areas of IRS practice and procedure and tax controversy. The Senior Manager of Tax Controversy and Procedure applies knowledge and experience in procedural matters to assist clients with resolution of IRS account issues, mitigation of IRS penalty assessment and interest accrual, and other IRS procedural matters.
Senior Manager, National Tax Learning BDO USA PCSenior Manager, National Tax LearningMilwaukee, WI$140,000–$180,000 / yearThe Senior Manager will assist with leading the design, development, and implementation of the continuous learning curricula and delivery methods for all tax professionals that span group live trainings (in-person or virtual), webinars, and a variety of blended learning offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Senior Manager Baker Tilly Virchow Krause, LLPTax Senior ManagerMilwaukee, WI$105,000–$169,450 / yearBaker 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. 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 project.
Partnership Manager, Tax BDO USA PCPartnership Manager, TaxMilwaukee, WI$110,000–$150,000 / yearJob Duties: Performs tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesMilwaukee, WI$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Director SikichTax DirectorBrookfield, WisconsinRemoteSikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.
Tax Director - Private Companies PwCTax Director - Private CompaniesMilwaukee, WI$150,000–$438,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations.
NewTax Accountant CFSTax AccountantMilwaukee, WI$70,000–$80,000 / yearThis role offers the opportunity to work directly with experienced tax leaders, develop technical expertise, and contribute to a sophisticated tax function within a collaborative organization. Looking to launch or accelerate your career in corporate tax while gaining exposure to tax provision, compliance, planning, and audit support?
Tax-Retirement Analyst III UMB Financial CorpTax-Retirement Analyst IIIMilwaukee, WI$62,310–$90,760 / yearThe posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. You will review the work of Tax and Retirement Analyst I associates for accuracy and completeness while providing constructive feedback and represent the Tax Department within the transfer agency on conversions, fund startups and regulatory projects.
Sr Tax Analyst Molson Coors Brewing CompanySr Tax AnalystMilwaukee, WI$83,200–$109,200 / yearJob Posting Total Rewards Offerings: $83,200.00 - $109,200.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources.
Tax Team Lead UlineTax Team LeadKenosha, WIAs Tax Team Lead, you will manage a dedicated team of Tax Specialists, ensuring regulatory compliance for our growing North American company! Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 10,000 employees across 15 locations.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesMilwaukee, WI$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyMilwaukee, WI$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Fiduciary Tax Administrator Bank of MontrealFiduciary Tax AdministratorMilwaukee, WI$66,600–$124,200 / yearThe role requires understanding asset income taxability, strong written and verbal communication with non‑tax professionals, a commitment to exceptional internal and external client service, and the ability to multitask and manage tax volume under competing priorities. The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms 1041, 990, 5227, and 1099).
Engineering Director - Tax Product Development BDO USA PCEngineering Director - Tax Product DevelopmentMilwaukee, WI$210,000–$325,000 / yearExtensive knowledge of cloud platforms (Azure, AWS GCP), AI platforms like OpenAI, Anthropic, DevOps practices, CI/CD pipelines, containerization (Docker, Kubernetes), and database technologies (SQL, NoSQL), preferred. Job Summary: The Engineering Director, Product Technical Lead is responsible for product engineering for cloud-based solutions for a Tax service line, including Partnership, Corporate, Indirect, and Strategic Tax Services within BDO.
Private Partnership Solutions (Pps) - Tax Senior Associate PwCPrivate Partnership Solutions (Pps) - Tax Senior AssociateMilwaukee, WI$77,000–$214,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
Sr. Tax Analyst - Motor Fuel U.S. Venture IncSr. Tax Analyst - Motor FuelWIIdentify and champion opportunities to transform tax-related processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times. The Senior Tax Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across tax workstreams, both individually and for the broader team.
Sr Tax Analyst Molson Coors Beverage CoSr Tax AnalystMilwaukee, WI$83,200–$109,200 / yearJob Posting Total Rewards Offerings: $83,200.00 - $109,200.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources.
NewFinancial Services Tax - Real Estate Director PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate DirectorMilwaukee, WI$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateMilwaukee, WI$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Specialized Tax Services - Energy Incentives & Credits Senior Associate PwCSpecialized Tax Services - Energy Incentives & Credits Senior AssociateMilwaukee, WI$77,000–$214,000 / yearYou'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Enterprise Product Manager Director PricewaterhouseCoopers LLPEnterprise Product Manager DirectorMilwaukee, WI$122,500–$423,780 / yearYou manage a commercially focused portfolio, develop product roadmaps, and collaborate with development leaders to align technology architecture with product objectives, making sure new services have a thoroughly developed support structure. Bachelor's degree or in lieu of a degree, demonstrating, in addition to the minimum years of experience required for the role, three years of specialized training and/or progressively responsible work experience in technology for each missing year of college.
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerMilwaukee, WI$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
NewSr. Manager (Real Estate) SVA Certified Public Accountants, S.C.Sr. Manager (Real Estate)Brookfield, WIPart timeServe as a trusted advisor to affordable housing developers, ownership groups, management companies, syndicators, and nonprofit organizations on accounting, tax, and compliance matters related to LIHTC and real estate operations. Senior Managers are responsible for ownership/In-Charge of complex engagements for affordable housing real estate clients, with a focus on Low-Income Housing Tax Credit (LIHTC) entities.
Team Manager, HR Operations MGIC Investment CorpTeam Manager, HR OperationsMilwaukee, WI$87,990–$149,590 / yearThe Team Manager will partner closely with HR team members, Finance, Legal, Internal Audit and external vendors to ensure operational efficiency, regulatory compliance, data integrity and delivering HR Services that meet or exceed the needs of co-workers and enable business success. This position services as a key leader within the HR Operations function, ensuring timely and accurate payroll processes, verifying compliance with federal, state and local laws, effective case management, and responsive coworker support across the employee lifecycle.
Manager, Transfer Pricing ClariosManager, Transfer PricingMilwaukee, WIStrong financial modeling and quantitative analysis capabilities with an advanced Excel proficiency required, including experience with large datasets, advanced formulas, data modeling, and preferably Power Query / Power Pivot. Reporting to the Senior Manager, Transfer Pricing, this role is responsible for managing complex data-driven analyses, supporting documentation requirements, and driving efficiency using technology and automation.
NewHNW/Trust and Estates Manager SVA Certified Public Accountants, S.C.HNW/Trust and Estates ManagerBrookfield, WIPart timeSVA HNW Trust & Estates Managers partner with business owners, their families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. In this role, you will engage directly with the clients to inform and guide their decision-making, while collaborating with our internal leaders on client relationship management – providing multiple touchpoints for the clients.
Accounting Manager - 1st shift SITE Staffing Inc.Accounting Manager - 1st shiftMilwaukee, WI$90,000–$100,000 / yearWe are seeking an experienced Accounting Manager to lead the day to day accounting operations and oversee the monthly and annual financial close process. Oversee daily accounting transactions, including invoicing, accounts payable, accounts receivable, cash receipts, and payroll.
NewProject Manager - Construction Waukesha County Technical CollegeProject Manager - ConstructionPewaukee, WI$82,600–$92,880 / yearCoordinate and provide work direction to architects, engineers, general contractors, subcontractors, and vendors throughout project lifecycle in collaboration with the Executive Director; lead project meetings and ensure timely communication with stakeholders. Develop and maintain project tracking and reporting systems to monitor schedules, budgets, milestones, risks, sustainability metrics, and property and lease records; prepare regular status reports for leadership and stakeholders.
Relationship Manager - Private Wealth Canadian Imperial Bank of CommerceRelationship Manager - Private WealthMilwaukee, WI$160,000–$215,000 / yearYou bring wealth management expertise, with 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management.
Corporate Development Manager Cardinal Health IncCorporate Development ManagerWIRemote$123,400–$158,670 / yearSupport acquisition and divestiture due diligence process, valuation analysis, pre-closing integration / separation planning and closing processes: Deal Strategy: Work with business, finance, and strategy teams to develop a business case for each acquisition, including detailed assessment of the competitive marketplace and quantitative support for annual operating plan and investment requirements. Deal Approval: Support communications with Corporate CEO, CFO, Segment CEOs and CFOs, Chief Accounting Officer, Treasurer, Business Unit GMs and other members of Cardinal Health leadership.