Wealth Planning & Investment Analyst Nicolet National BankWealth Planning & Investment AnalystGreen Bay, WisconsinAs a POSITION, you will: Analytical Work closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.
Senior Investment Portfolio Manager Associated Banc-CorpSenior Investment Portfolio ManagerMilwaukee, WI$165,550–$283,800 / yearEducation & Experience Required: Bachelor's degree in Finance, Economics, or related field 7-12+ years of relevant investment or portfolio management experience Proven experience managing complex client relationships and large portfolios Preferred: CFA (Chartered Financial Analyst) designation Experience mentoring investment professionals Why You'll Love Working Here Join a collaborative environment where your expertise directly impacts clients, colleagues, and the broader investment strategy. Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies.
Investment Specialist - Remote Bank of MontrealInvestment Specialist - RemoteWIRemote$41,714–$77,500 / yearInquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance).
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerWI$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Chief Financial Officer (CFO) Wisconsin Foundation and Alumni AssociationChief Financial Officer (CFO)Madison, WisconsinFull timeThis CFO provides expertise across fund accounting, financial reporting systems, audit oversight, internal controls, financial risk management, investment accounting, treasury management, facility operations, and gift services, while partnering with campus finance teams on gift fund management. Investment Oversight & Asset Management Provides strategic oversight of the STIP and oversees consolidated investment accounting and reporting across WFAA’s investment pools, applying a strong understanding of financial markets and serving in an internal fiduciary role.
NewInvestment Analyst Intern - Private Debt & Equity, Summer 2027 Northwestern MutualInvestment Analyst Intern - Private Debt & Equity, Summer 2027Milwaukee, WisconsinAs analysts develop in the role, they are expected to take on more responsibility within the organization by coordinating and communicating directly with corporate executives and presenting investment opportunities directly to the senior members of Northwestern Mutual Capital. The Pre-MBA NMC analyst program provides a unique opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.
Chief Financial & Operating Officer Pathway Talent PartnersChief Financial & Operating OfficerEau Claire, WisconsinThis is a rare executive leadership opportunity to join an established and growing multifamily real estate platform with a substantial portfolio of owned and managed assets, an active development pipeline, and a long-term vision for continued expansion throughout the Midwest and beyond. This role is ideal for a highly strategic yet hands-on leader who can effectively navigate executive-level decision-making while remaining engaged in the day-to-day drivers of performance across financial, operational, and development activities.
Investment Analyst - Private Debt & Equity Northwestern MutualInvestment Analyst - Private Debt & EquityMilwaukee, WisconsinNorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
NewChief Compliance Officer BCI - Brokerage ConsultantsChief Compliance OfficerMilwaukee, WI$150,000–$250,000 / yearReporting directly to senior management, this highly visible leadership role will serve as a key advisor to the firm's leadership while partnering closely with the investment, operations, legal, and investor relations teams. Responsibilities : Lead the design, implementation, and administration of the firm's compliance program, including the annual compliance review and testing under Advisers Act Rule 206(4)-7 and the NFA Self-Examination Questionnaire.
Business Development Officer Trust Point Inc.Business Development OfficerEau Claire, WIThis position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination. Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Business Development Officer to join our Sales team.
NewChief Compliance Officer Crabel Capital ManagementChief Compliance OfficerMilwaukee, WI$150,000–$250,000 / yearManage all CFTC/NFA obligations, including CPO-PQR, CTA-PR, disclosure documents, exemption filings, bylaw 1101 diligence, and NFA registration and principal/AP licensing matters. This role reports directly to senior management and has regular interaction with the firm's principals, operations, trading, and legal functions.
Assistant CFO Dairyland Power CooperativeAssistant CFOLa Crosse, WisconsinPURPOSE : This role will serve as a key strategic partner to the Executive Vice President & Chief Financial Officer (EVP & CFO), providing financial and operational oversight to ensure alignment with the organization’s strategic goals. The Assistant CFO will play a critical role in driving financial performance, operational efficiency, and long-term sustainability in support of Dairyland's mission to provide reliable, affordable, and responsible energy to our members.
Senior Trust Officer Capital First Trust CompanySenior Trust OfficerMilwaukee, WIFull timeResponsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts, court supervised trusts, Directed Trusts, Simple Trusts, Complex Trusts, Unitrusts, and ILITs ensuring compliance with applicable laws, regulations, policies and procedures. Respond promptly to client distribution requests and make distributions of cash and assets as required, while strictly following department procedures regarding verbal confirmation for electronic distribution requests.
Compliance Officer U.S. BancorpCompliance OfficerMilwaukee, WI$98,175–$115,500 / yearOther responsibilities include assisting with the preparation of Trust Board reports and supporting documentation, issuing, documenting, and summarizing various certifications, assisting with quarterly calls with Advisers, participating in onboarding and offboarding of Funds/Advisers, monitoring for compliance gaps in conjunction with CCOs and other tasks or projects as assigned. This position within RSS will serve as support (CCO Support) to Chief Compliance Officers (CCOs) for multiple series trusts containing mutual funds and exchange traded funds employing diverse investment strategies regulated under the Investment Company Act of 1940 and the Securities and Exchange Commission (SEC).
Chief Philanthropy Officer Scion Staffing IncChief Philanthropy OfficerMilwaukee, WIThis executive will be responsible for building and executing a comprehensive multi-year asset development strategy focused on expanding philanthropic investment, strengthening donor engagement, cultivating high-net-worth individuals and families, and deepening relationships with professional advisors, corporate partners, and community stakeholders. The ideal candidate will bring deep expertise in comprehensive fundraising strategy, donor cultivation, planned giving, principal gifts, advisor engagement, and campaign leadership, paired with a demonstrated commitment to equity-centered philanthropy and relationship-driven leadership.
Chief Financial Officer Saint Croix Regional Medical CenterChief Financial OfficerWICarries out the vision, mission, and strategic goals of the organization as outlined by its articles, bylaws and philosophy of maintaining independence including situations that involve representing the organization in legal matters, addressing conflict of interest concerns, execution of documents and contracts on behalf of the organization, and protecting the 501(c)3 status. Exhibits considerable knowledge of Medicare cost principles and practices, understands implications of changes in Medicare and Medicaid rules, can communicate implications of legislative changes, and manage the annual report and audit processes.
Leasing Officer (Title Commensurate with Experience) Bankers' BankLeasing Officer (Title Commensurate with Experience)Madison, WIFull timeWe deliver a full suite of correspondent banking and financial solutions, including leasing, commercial lending, bank holding company financing, payments, mortgage, investment and risk management services. This individual will serve as a trusted advisor to community bank partners and their clients, delivering tailored equipment financing solutions while maintaining strong credit discipline.
Compliance Officer U.S. BankCompliance OfficerMilwaukee, WisconsinOther responsibilities include assisting with the preparation of Trust Board reports and supporting documentation, issuing, documenting, and summarizing various certifications, assisting with quarterly calls with Advisers, participating in onboarding and offboarding of Funds/Advisers, monitoring for compliance gaps in conjunction with CCOs and other tasks or projects as assigned. This position within RSS will serve as support (CCO Support) to Chief Compliance Officers (CCOs) for multiple series trusts containing mutual funds and exchange traded funds employing diverse investment strategies regulated under the Investment Company Act of 1940 and the Securities and Exchange Commission (SEC).
Senior Business Loan Officer (Menomonie, Eau Claire/Altoona, or Chippewa Falls, hybrid must reside in WI or MN) WESTconsin Credit Union CareersSenior Business Loan Officer (Menomonie, Eau Claire/Altoona, or Chippewa Falls, hybrid must reside in WI or MN)Menomonie, WisconsinManage assigned portfolio of businesses, ensuring ongoing performance monitoring including loan covenant compliance, risk identification and relationship growth; manage delinquent, or otherwise, deteriorating business loans with a consideration of legal recourse. Take steps to enhance membership value by actively recommending appropriate products and services to members, based upon their financial needs and goals and referring those opportunities to the appropriate team member or department.
Advancement Officer Wisconsin Association of School Personnel AdministratorsAdvancement OfficerWIPosition Summary: The Advancement Officer is responsible for developing and implementing donor engagement and fundraising strategies that advance the mission of We Teach Truth (WTT), specifically Martin Luther, Mount Calvary Lutheran, and Wauwatosa Lutheran. This role manages a portfolio of 100+ donors and prospects, cultivates meaningful relationships with supporters, and secures philanthropic support through major gifts, planned giving, capital campaigns, scholarships, and special projects.
Senior Advancement Officer Wisconsin Association of School Personnel AdministratorsSenior Advancement OfficerWIThis role manages a portfolio of 100+ donors and prospects, cultivates meaningful relationships with supporters, and secures philanthropic support through major gifts, planned giving, capital campaigns, scholarships, and special projects. Position Summary: The Senior Advancement Officer is responsible for developing and implementing donor engagement and fundraising strategies that advance the mission of We Teach Truth (WTT), specifically Milwaukee Lutheran Middle & High School.
Senior Business Development Officer, Sponsor Finance Wintrust Financial CorpSenior Business Development Officer, Sponsor FinanceMilwaukee, WI$169,000–$228,000 / yearWe serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Generate self-sourced business by developing relationships in the market, and growing internal and external network referrals, building a high-quality, long-term prospect portfolio.
Treasury Management Officer Associated Banc-CorpTreasury Management OfficerMilwaukee, WI$84,140–$144,240 / yearAssociated Bank is seeking a relationship-driven Treasury Management Officer VP to help commercial and institutional clients optimize their cash management strategies. We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
NewChief Technology Officer Health Payment Systems, Inc / PayMedixChief Technology OfficerMilwaukee, WIRemote$230,000–$265,000 / yearRefactoring, Replatforming, Rebuilding: Lead the migration from legacy systems to modern, flexible, scalable, and resilient operating environments, including evaluation and replacement of existing vendors, data migration, system cutovers, and parallel run strategies, ensuring continuity across critical operations and minimizing risk to the business. Business-Minded Product Leadership: Demonstrates the ability to think beyond engineering execution and infrastructure, and deeply understands how technology, product decisions, and platform investments translate into better customer experiences, stronger revenue outcomes, and sustainable market differentiation.
Trust Officer Sr UMB BankTrust Officer SrSheboygan, WisconsinProvides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations. Develop, maintain and manage both internal and external relationships to increase revenue from assigned book of accounts through quality client service leading to referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services.
Business Development Officer - Eau Claire Trust Point IncBusiness Development Officer - Eau ClaireEau Claire, WIThis position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination. Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Business Development Officer to join our Sales team.
Foundation: Chief Operating Officer University of Wisconsin-Eau ClaireFoundation: Chief Operating OfficerEau Claire, WIThe COO oversees prospect research and management, data and database administration, and fundraising reporting and analytics, while also providing strategic oversight of affiliated enterprise functions, including Blugold Real Estate. Serving as a trusted advisor to the President, the COO translates vision into action through data-informed decision-making, operational excellence, and the development of systems, talent, and processes that support sustainable growth and donor confidence.
Payment Services Officer (Title Commensurate with Experience) Bankers' BankPayment Services Officer (Title Commensurate with Experience)Madison, WIFull timeCoordinate and execute all required documentation and agreements for new client onboarding, account closures, mergers, and acquisitions, ensuring fully executed records are accurately maintained within the documentation retention platform. Bankers' Bank is seeking a Payment Services Officer in our Madison, WI headquarters who will coordinate client onboarding and service experience across our payment products including ACH, wire, international services, RTP, FedNow, cash letter, etc.
Mortgage Loan Officer Summit Credit UnionMortgage Loan OfficerWISummit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Portage Market. Support Summit Credit Union's mission and vision by serving as a trusted financial advisor through recommending solutions toward improving their financial situation.
Impact Finance Officer U.S. BancorpImpact Finance OfficerMilwaukee, WI$119,765–$140,900 / yearThe team oversees critical second line of defense risk management programs including USB's risk limit framework, risk rating, policy exceptions, risk ID, credit concentration, stress testing, collateral audit, credit policy and procedures, portfolio monitoring, strategic product growth and/or enhancements, regulatory review and compliance, and rapid response to emerging risk. This role provides independent risk management and governance while working closely with the business line, credit approval and various other key constituents to build out a comprehensive and proactive approach to portfolio management that promotes a strong risk management culture, aligned with U.S. Bank's risk appetite.
Commercial Credit Officer I First Busey CorpCommercial Credit Officer IWI$126,800–$172,500 / yearCommunicate upstream with the RCO and Regional/Market leadership regularly to maintain an open dialogue regarding personnel disagreements/issues, pipeline updates, credit migration/deterioration, including raising potential solutions to identified issues. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
NewPrincipal Gift Officer Planned Parenthood Of WisconsinPrincipal Gift OfficerMilwaukee, WIincluding, but not limited to, the following: Portfolio Management: Manage a portfolio of 60-80 donors and prospects by qualifying, researching, cultivating, stewarding, and building relationships with partners who can give gifts of $100,000 or more. Work closely and strategically with Development and agency leadership, board members and volunteers to engage them in key processes: major donor identification, research, cultivation, stewardship, and solicitation, as appropriate.
Audit Project Manager - CIO U.S. BancorpAudit Project Manager - CIOWI$119,765–$140,900 / yearThis role will align to the Technology Services Audit team which provides global audit coverage for multiple technology organizations within USB and is responsible for auditing the core Technology processes (e.g., application functionality testing, application development, change management, vendor management, interface controls, logical access controls, and input/processing/output controls, and business continuity), and related risks and controls within Technology Services. Chief Information Office collaborates with business partners (Consumer and Business Banking, Wealth Management and Investment Services, Corporate and Commercial Banking, Payment Services) as well as Risk and Corporate Support Functions but not limited to, Infrastructure, Technology Transformation, Enterprise Architecture and Engineering, Data and Digital Technology infrastructure, including emerging technologies.
Senior Supervision Officer Robert W Baird & Co IncSenior Supervision OfficerMilwaukee, WIIn this role, you'll oversee the daily activity of Financial Advisors and Private Wealth Management (PWM) branch associates in accordance with our firm's written supervisory procedures, helping ensure a strong culture of compliance, accountability, and client-first decision making. Success in this role comes from your ability to communicate with clarity, navigate complex and sensitive situations with confidence, and collaborate across teams to deliver practical, thoughtful solutions.
Chief Financial Officer IMEG CorpChief Financial OfficerMadison, WI$200,000–$275,000 / yearAs a key executive leader, this role includes a requirement for significant stock ownership to align with long-term organizational success (details provided during the process). IMEG is seeking a strategic and results-driven Chief Financial Officer (CFO) to help advance our established growth strategy and drive continued momentum.
Chief Financial Officer GpacChief Financial OfficerLake Mills, WI110000–150000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. Contact your local Wisconsin banking recruiter, Joe Albert to learn more about this CFO position and other banking opportunities throughout the state.
Chief Operations Officer / Integrator [HT-1009725] VisionSpark International LLCChief Operations Officer / Integrator [HT-1009725]Kenosha, WILead and align all core functions including sales, marketing, front office, and production, ensuring each area is driving toward shared revenue and performance goals. 5+ years of executive level experience in a role such as COO, President, VP, or General Manager with full business leadership responsibility.
ERISA and Compliance Officer Associated Banc-CorpERISA and Compliance OfficerWI$56,700–$97,200 / yearPartner with retirement plan, audit, and compliance teams to support risk management, address operational issues, and help ensure plan administration aligns with applicable ERISA and Department of Labor requirements. We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
NewTrust Officer GpacTrust OfficerGreen Bay, WI80000–200000Work with advisers, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dis-positive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisers, etc. Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisers, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
Senior Compliance Officer - Institutional Fixed Income Robert W Baird & Co IncSenior Compliance Officer - Institutional Fixed IncomeMilwaukee, WIThis is an opportunity to play a key advisory role at the intersection of business and regulation, influencing complex trading and capital markets activity while helping shape a best-in-class compliance program. About the Role: We are seeking a seasoned Senior Compliance Officer - Institutional Fixed Income to serve as a strategic partner to our Institutional Fixed Income Broker Dealer Capital Markets businesses.
Chief Operations Officer / Integrator [HT-1009725] VisionSparkChief Operations Officer / Integrator [HT-1009725]Kenosha, WI$170,000–$190,000 / yearLead and align all core functions including sales, marketing, front office, and production, ensuring each area is driving toward shared revenue and performance goals. 5+ years of executive level experience in a role such as COO, President, VP, or General Manager with full business leadership responsibility.
NewCompliance Officer - Corporate Compliance Robert W Baird & Co IncCompliance Officer - Corporate ComplianceMilwaukee, WICollaborate with Compliance Analytics Team, Business Process and IT team members to develop new workflows or implement process enhancements, oftentimes managing several project lanes at one time. This role requires strong knowledge of FINRA and SEC regulations, exceptional organizational skills, and the ability to balance regulatory requirements with a service-oriented approach.
NewIndustrial Tech Co-Founder / CFO (100 % remote) (m/f/d) EWORIndustrial Tech Co-Founder / CFO (100 % remote) (m/f/d)Milwaukee, WisconsinRemoteWe are serial entrepreneurs, for example Paul Müller (founder Adjust, €1.2B exit) and Petter Made (founder SumUp, €8B) who are eager to support outlier personalities and serial entrepreneurs to build €1B+ companies. You will iterate your product with us until having reached product-market-fit and receive support in building up a sales force or creating a marketing engine respectively.
NewEdTech Co-Founder / CMO (100 % remote) (m/f/d) EWOREdTech Co-Founder / CMO (100 % remote) (m/f/d)Madison, WisconsinRemoteWe are serial entrepreneurs, for example Paul Müller (founder Adjust, €1.2B exit) and Petter Made (founder SumUp, €8B) who are eager to support outlier personalities and serial entrepreneurs to build €1B+ companies. You will iterate your product with us until having reached product-market-fit and receive support in building up a sales force or creating a marketing engine respectively.
Chief Executive Officer Boys & Girls Club of the Capital Area Boys & Girls Clubs of AmericaChief Executive Officer Boys & Girls Club of the Capital AreaWISituated between Frankfort, the seat of Kentucky's state government, and Lexington, one of the state's most dynamic and fast-growing cities, the organization is uniquely positioned to cultivate partnerships with civic leaders, school districts, universities, philanthropic partners, and businesses that share a commitment to youth success. The Chief Executive Officer of Boys & Girls Clubs of the Capital Area has the opportunity to build and expand the Boys & Girls Club movement across Kentucky's Capital Region-anchored in Frankfort and extending into the growing Lexington market and surrounding communities.
Enterprise Transformation Officer Prevail BankEnterprise Transformation OfficerEau Claire, WIServe as the bank’s enterprise‑level project leader, overseeing planning, execution, governance, and prioritization of complex, cross‑departmental projects, with authority to recommend prioritization, sequencing, and escalation of project decisions based on strategic alignment, risk, and value delivery. By aligning employees around a shared experimentation mindset, this leader accelerates learning, strengthens cross‑team collaboration, and reduces friction as Prevail Bank moves faster into AI, workflow, and enterprise modernization.
Dell Business Group Global CTO Accenture PlcDell Business Group Global CTOMilwaukee, WIGuide early technical discovery and solution direction shaping for priority opportunities, aligning client needs and target architectures with Dell Technologies-based Private Cloud and Private AI platform strategy and Accenture methodologies; evaluate alternative solution options across technical, business, and delivery dimensions to ensure opportunities are strategically sound, commercially viable, and positioned to strengthen competitive advantage before entering formal pre‑sales. Contribute to technology thought leadership by shaping and sharing strategic perspectives on Dell Technologies-enabled Private Cloud and Private AI platforms, architectures, and innovation trends; provide informed input into points of view, client discussions, and internal forums to support market positioning, differentiate Accenture offerings, and influence technology strategy across regions and markets.
Chief Executive Officer Boys & Girls Club of Lake County Boys & Girls Clubs of AmericaChief Executive Officer Boys & Girls Club of Lake CountyWILocated in one of the most diverse and economically dynamic regions of Illinois, BGCLC is uniquely positioned to deepen partnerships with schools, municipalities, corporate partners, community organizations, and philanthropic leaders who are invested in creating brighter futures for young people. Serving young people across Lake County, the CEO will have the ability to expand access to high-quality programs, strengthen organizational sustainability, and ensure more youth have the support, resources, and opportunities they need to reach their full potential.
NewCAAS CFO (Retail/Restaurants) CliftonLarsonAllen LLPCAAS CFO (Retail/Restaurants)Milwaukee, WI$129,000–$224,000 / yearTravel: This position works primarily in-office, as well as frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes. CLA is looking to hire a Chief Financial Officer with Retail or Restaurant industry experience for our growing CAAS group, based in Minneapolis, MN or Milwaukee, WI.
Appeals Officer Team Case Lead 6 MONTH REGISTER Department of the Treasury, USAppeals Officer Team Case Lead 6 MONTH REGISTERWI$147,945–$197,200 / yearExperience with tax issues including complex legal issues that arise from tax transactions (e.g., mergers, acquisitions, consolidations, statistical analysis, transfer pricing agreements, and foreign transactions); Experience preparing, examining or analyzing corporate business accounting functions to distinguish differences between financial statements generated in accordance with Generally Accepted Accounting Principles (GAAP) and those used for tax reporting purposes; Experience differentiating between the financial characteristics and tax implications of business entities (for example, reorganizations and restructuring) and ensuring entities are classified correctly; Experience in Corporate and Industry tax issues (such as: inventory valuation (LIFO,) transfer pricing agreements, corporate investments and revenue recognition, life insurance, property and casualty insurance, reallocation of corporate income); Experience in negotiating the resolution of tax disputes in situations with corporate consolidations, corporate mergers, and corporate foreign transactions. Specialized experience for this position includes: Experience with accounting principles and legal principles to resolve tax disputes of a corporate and complex nature; Experience that demonstrates knowledge of basic and intermediate accounting principles, theories and practices (for examples, mergers, acquisitions, consolidations, statistical analysis, transfer pricing agreements, foreign transactions) to analyze and interpret accounting books, records, or systems specifically to determine tax liabilities; Experience interpreting the tax law, applying litigation procedures, and evaluating the meaning of the statutes, regulations, court decisions, congressional intent and other interpretive sources.