Senior Payroll Tax Analyst SchneiderSenior Payroll Tax AnalystGreen Bay, WIThis diversity and openness ensures all associates have equal access to opportunities and resources to contribute fully to the organization's success, and it fuels innovation, improves strategic thinking and cultivates leadership. Schneider is seeking a Senior Payroll Tax Analyst in Green Bay, WI to ensure Schneider stays compliant with laws and regulations regarding pay.
NewFinance Operations Associate UlineFinance Operations AssociatePleasant Prairie, WIAs a Finance Operations Associate on Uline’s Finance team, you’ll work with customers to keep accounts running smoothly and support essential tax processes. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
NewSenior Tax Associate Growth, Leadership & Impact SorrenSenior Tax Associate Growth, Leadership & ImpactMadison, WISorren, Inc. is seeking a Tax Senior Associate to prepare and review various tax returns, lead junior staff, and contribute to tax planning and client service. You will stay current on tax laws and collaborate closely with colleagues to ensure high-quality deliverables.
Tax Associate - Advocacy & Controversy Tax Baker Tilly Virchow KrauseLLPTax Associate - Advocacy & Controversy TaxMilwaukee, WI$81,450–$154,430 / 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. 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.
Senior Tax Associate Baker Tilly Virchow KrauseLLPSenior Tax AssociateAppleton, WIBaker 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 federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
Associate Director, Internal Tax Team - Federal Direct Tax Deloitte Touche Tohmatsu LtdAssociate Director, Internal Tax Team - Federal Direct TaxWI$118,700–$234,700 / yearThe Federal Direct Tax team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for analyzing and computing book-tax differences, calculating federal taxable income, and the preparation of the Deloitte US Firms' federal partnership returns. The Federal Direct Tax Associate Director will oversee the process of analyzing and computing book-tax differences, calculating taxable income, reviewing federal partnership returns, and reviewing federal partnership Schedules K-1 and K-3.
State and Local Tax Associate (Fall 2027/Winter 2028) RSMState and Local Tax Associate (Fall 2027/Winter 2028)Milwaukee, WisconsinThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
Tax Associate / Tax Senior – Individual & Business Returns (Hybrid – Milwaukee, WI) Solid Rock RecruitingTax Associate / Tax Senior – Individual & Business Returns (Hybrid – Milwaukee, WI)Milwaukee, Wisconsin$80,000–$110,000 / yearThis position will work heavily on individual and business tax returns , supporting a diverse mix of clients including high-net-worth individuals, multi-entity business owners, and small to mid-sized businesses across various industries. This role is ideal for someone looking to deepen their expertise in individual and business taxation , gain strong client interaction, and grow within a stable firm with a clear vision for future leadership.
Senior Tax Associate - Internal Partner/Individual Tax team Baker Tilly Advisory Group, LPSenior Tax Associate - Internal Partner/Individual Tax teamMadison, WisconsinRemoteBaker 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.
Senior Tax Associate - Principal Tax Services Baker Tilly Advisory Group, LPSenior Tax Associate - Principal Tax ServicesMadison, WisconsinRemoteBaker 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.
Federal Tax Services Associate - (Fall 2027/Winter 2028) RSMFederal Tax Services Associate - (Fall 2027/Winter 2028)Milwaukee, WisconsinThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
FY28 Federal Tax Advisory Associate - Federal Credits Incentives RSMFY28 Federal Tax Advisory Associate - Federal Credits IncentivesMadison, WisconsinThis can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Tax Senior Associate SorrenTax Senior AssociateMadison, WisconsinSorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
Tax Associate - Advocacy & Controversy Tax Baker Tilly Advisory Group, LPTax Associate - Advocacy & Controversy TaxMilwaukee, 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.
NewTax Senior Associate Baker Tilly Virchow KrauseLLPTax Senior AssociateMadison, WI$74,900–$98,990 / 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. What you will do: Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
Senior Tax Associate Baker Tilly Advisory Group, LPSenior Tax AssociateAppleton, 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 federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
NewFederal Tax Services Associate - (Fall 2027/Winter 2028) RSM US LLPFederal Tax Services Associate - (Fall 2027/Winter 2028)Milwaukee, WI$61,600–$73,500 / yearThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
FY28 Federal Tax Advisory Associate - Federal Credits Incentives RSM US LLPFY28 Federal Tax Advisory Associate - Federal Credits IncentivesMadison, WI$61,600–$73,500 / yearThis can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
NewEstate Planning Associate: High-Impact Trust & Tax Practice BCG Attorney SearchEstate Planning Associate: High-Impact Trust & Tax PracticeMadison, WIThe ideal candidate will have 1-4 years of relevant experience and will engage in estate planning tasks for high-net-worth individuals. Key responsibilities include drafting estate documents, supporting tax planning, and participating in estate administration.
Federal Tax Services Associate (Fall 2027/Winter 2028) RSMFederal Tax Services Associate (Fall 2027/Winter 2028)Madison, WisconsinThis can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations.. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
NewTax & Audit Associate CPA-Track Growth & Client Impact JobtailorTax & Audit Associate CPA-Track Growth & Client ImpactGreen Bay, WIThe role emphasizes collaboration, timely communication with clients and team members, and ongoing learning in accounting principles and new technologies. Jobtailor in Green Bay, WI seeks an accounting professional to support tax returns, audits, and assurance work for diverse clients.
Summer 2026 State & Local Tax Associate - Conversion Baker Tilly Advisory Group, LPSummer 2026 State & Local Tax Associate - ConversionMilwaukee, 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.
Associate Manager Tax Controversy Johnson Controls International PlcAssociate Manager Tax ControversyGlendale, WI$100,000–$134,000 / yearYou'll research and defend the company's technical positions, help shape audit strategy, partner with cross-functional teams to deliver clear, timely responses, and support day-to-day relationships with tax authorities. Comfort with common tax/accounting systems and audit/controversy tools (e.g., Corptax, HFM/OneStream, Bloomberg Corporate Tax Analyzer, Deloitte Tax Controversy Manager, or similar).
Tax Senior Associate - Advocacy & Controversy Baker Tilly Virchow KrauseLLPTax Senior Associate - Advocacy & ControversyMilwaukee, WI$81,450–$154,430 / 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. 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 Senior Associate Caliber Recruiting GroupTax Senior AssociateMadison, WI, WI$80,000–$120,000 / yearB.S. / B.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus. The firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community.
NewTax Senior Associate Growth & Firm | Generous PTO Caliber Recruiting GroupTax Senior Associate Growth & Firm | Generous PTOMadison, WIThe role involves tax prep, review and advisory services for a diverse client base including high net worth individuals and business entities. The firm offers a supportive team environment, capped weekly hours, and generous PTO.#J-18808-Ljbffr.
Private Partnership Solutions (PPS) - Tax Senior Associate PricewaterhouseCoopers LLPPrivate Partnership Solutions (PPS) - Tax Senior AssociateWI$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 todays changing global landscape.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateWI$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 .
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateMilwaukee, WI$77,000–$214,000 / 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: • Respond effectively to the diverse perspectives, needs, and feelings of others.
NewNational Tax Services - Tax R&Q Technology Risk Management - Senior Associate PricewaterhouseCoopers LLPNational Tax Services - Tax R&Q Technology Risk Management - Senior AssociateMilwaukee, WI$77,000–$214,000 / 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: Respond effectively to the diverse perspectives, needs, and feelings of others.
Partnership Tax Senior Associate - SALT PricewaterhouseCoopers LLPPartnership Tax Senior Associate - SALTMilwaukee, WI$55,000–$151,470 / yearAs a State & Local Tax Senior Associate on PwC's Internal Partnership Tax Team, you will play a pivotal role within the firm's internal Tax department, focusing on state tax compliance, research, planning, and budgeting for the firm and, ultimately, its 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 .
Tax Senior Associate Baker Tilly Advisory Group, LPTax Senior AssociateEau Claire, 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 federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
Federal Tax Services Associate (Fall 2027/Winter 2028) RSM US LLPFederal Tax Services Associate (Fall 2027/Winter 2028)Madison, WI$61,600–$73,500 / yearThis can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
NewEstate Planning Associate - Tax & Wealth Strategy Foley & LardnerEstate Planning Associate - Tax & Wealth StrategyMadison, WIThe ideal candidate will have strong drafting, analytical, and communication skills, with a solid understanding of estate planning, trust administration, and related tax concepts.#J-18808-Ljbffr. Foley & Lardner LLP seeks an associate with 1–4 years of relevant experience to join its Estate Planning Practice Group in either the Milwaukee or Madison office.
NewEstate Planning Associate Trust & Tax Practice Foley & LardnerEstate Planning Associate Trust & Tax PracticeMilwaukee, WI$225,000–$310,000 / yearFoley & Lardner LLP is looking for a motivated associate with 1–4 years of experience to join its Estate Planning Practice Group in Milwaukee or Madison. The ideal candidate will have strong drafting and analytical skills, a JD from an ABA-accredited law school, and a desire to develop a long-term practice.
NewRemote Renewable Energy Tax Credit Associate husch blackwellRemote Renewable Energy Tax Credit AssociateMilwaukee, WIRemoteThis role involves advising on renewable energy tax credits, drafting agreements, and collaborating with the Energy & Natural Resources team. Husch Blackwell in Milwaukee is seeking a Renewable Energy Tax Credit Associate with 4-6 years of experience.
Specialized Tax Services - Energy Incentives & Credits Senior Associate PricewaterhouseCoopers LLPSpecialized Tax Services - Energy Incentives & Credits Senior AssociateWIBachelors Degree in Accounting, Taxation, Engineering, Sustainable Resource Management, Environmental Health/Engineering, Computer and Information Science preferred • Knowledge of engineering or sustainability projects • Understanding of Inflation Reduction Act and CHIPs Act of 2022 • Knowledge of fixed asset tax depreciation methods • Project management skills • Communicating propositions • Experimenting with digitization solutions • Working with large, complex data sets. • Bachelors Degree • 2 years of experience • Commitment to obtain one of the following certifications: CPA, Member of State Bar, Enrolled Agent, Masters - Engineering, Professional Engineer or another professional certification approved for the practice before being promoted to Manager.
Specialized Tax Services - Research & Development Tax - Senior Associate PricewaterhouseCoopers LLPSpecialized Tax Services - Research & Development Tax - Senior AssociateMilwaukee, WI$77,000–$214,000 / yearAs a Specialized Tax Services - Research & Development Tax - Senior Associate, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, such as accounting methods, fixed-assets, and research and development tax credits. 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 .
Tax Senior Associate - Advocacy & Controversy Baker Tilly Advisory Group, LPTax Senior Associate - Advocacy & ControversyMilwaukee, 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.
NewTax Consultant II, Internal Tax Team - Federal Direct Tax Deloitte Touche Tohmatsu LtdTax Consultant II, Internal Tax Team - Federal Direct TaxMilwaukee, WI$69,400–$142,600 / yearThe Federal Direct Tax team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for analyzing and computing book-tax differences, calculating federal taxable income, and the preparation of the Deloitte US Firms' federal partnership returns. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Accountant Michels CorpTax AccountantWIMust possess a valid driver license for the type(s) of vehicles which may be driven and an acceptable driving record as determined by Michels Review Team. A Tax Accountant, you are responsible for the collection of tax-related information and reporting to taxation authorities at the federal, state, county, and local levels.
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.
Domestic Tax Manager Regal Rexnord CorpDomestic Tax ManagerMilwaukee, WIThe Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture. The role is primarily responsible for overseeing federal and state income tax compliance within a co-sourced arrangement with a Big 4 accounting firm, including managing timelines, reviewing complex tax returns, and ensuring the accuracy and completeness of all filings.
Tax Manager Baker Tilly Virchow KrauseLLPTax ManagerJanesville, WI$90,000–$126,390 / 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 projects.
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.
NewSenior - R&D Tax Credits CliftonLarsonAllen LLPSenior - R&D Tax CreditsMilwaukee, WI$87,000–$146,000 / yearCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. How you'll create opportunities in the FTS Senior Associate - R&D Tax Credits role: Assist FTS leaders with the delivery of research and development (R&D) tax credit studies for various industries.
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.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesWI$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 Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesWI$112,000–$150,000 / yearA Tax Manager, Private Client Services 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. 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.
NewStaff Accountant: Tax, Audit & Bookkeeping (Hybrid) MBE CPAsStaff Accountant: Tax, Audit & Bookkeeping (Hybrid)Madison, WIThis position involves providing essential bookkeeping, tax preparation, and audit support while fostering client relationships. MBE CPAs in Wisconsin is looking for a dedicated Staff Accountant to join their accounting team.