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Our client, a nationally recognized professional services firm and certified Great Place to Work , is seeking an experienced Accounting Manager to join its growing Small Business Accounting team with a specialized focus on healthcare clients including medical practices, dental groups, and veterinary organizations. Exceptional candidates with healthcare industry expertise, outsourced accounting leadership experience, strong business development skills, or extensive client portfolio management experience may be considered above the posted compensation range.

YEAR

Wertz & Associates

Accounting Manager, CPA/EA

Manatal

It's an opportunity to serve as a trusted advisor to business owners, executives, entrepreneurs, and high-net-worth individuals while leading complex tax engagements, developing talented professionals, and helping clients navigate important financial and business decisions. As a Tax Manager, you'll play a visible leadership role while working alongside firm leaders to deliver proactive tax planning, consulting, and advisory services.

Tax Manager, CPA/EA

Accounting Manager CPA/EA

Key Deliverables: The Vice President of Regional Distribution drives sales of Apollo DC private assets and Vitera guaranteed income to retirement advisors in an assigned territory and carries an annual sales target across both capabilities. Our go-to-market efforts are combined in delivering Apollo private assets and Vitera guaranteed income, with distribution by a single team including coverage of wealth/intermediary, institutional and consultant markets.

Apollo Global Management Inc

VP Sales, Defined Contribution

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Learning Agility & Critical Thinking - Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends. In this role, you will provide advanced individual income tax planning and compliance support for high-net-worth and ultra-high-net-worth clients, while also bringing significant expertise in either business/pass-through taxation or fiduciary/trust taxation.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

High Net Worth Senior Tax Manager

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Athene Holding Ltd

Partner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.

Carson Group

Relationship and Operations Associate

This role serves as a strategic advisor to senior business leaders, driving integrated communication strategies across internal communications, executive communications, external communications, media relations, digital content, crisis communications, thought leadership, and corporate storytelling. The Senior Director will lead a global team and partner closely with regional communications leaders, HR, Marketing, Investor Relations, Government Affairs, Sustainability, and business leaders to ensure consistent, compelling, and aligned messaging that advances Clarios' strategic priorities worldwide.

Clarios Global LP

Senior Director Corporate Communications & Marketing

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.

Alight Inc

Disability Case Manager (Temporary) - Virtual

By blending people-centric leadership with disciplined operational strategies and purpose-driven growth, Barry-Wehmiller has become a $3 billion organization with nearly 12,000 team members united by a common belief: to use the power of business to build a better world. Customers rely on our machines to produce and convert items such as corrugated boxes, folding cartons, passports, notebooks, copy paper, board, and coated and other specialty papers.

Barry-Wehmiller

Aftermarket Sales Executive - White Paper

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CLA is seeking a Senior Infrastructure Project Manager to join our Digital team and lead complex, high-visibility client technology initiatives across infrastructure modernization, cloud adoption, network transformation, security remediation, managed services, technology migrations, and M&A-related integrations, separations, and carve-outs. Working closely with client executives, sponsors, engineers, solution architects, managed service teams, vendors, and practice leaders, you will drive accountability, align stakeholder expectations, and translate complex business and technical objectives into measurable delivery outcomes.

CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's enterprise value and assist them in growing and managing their related personal assets - all the way from startup to succession and beyond.Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 

CliftonLarsonAllen LLP

Sr. Infrastructure Project Manager

This individual independently develops and executes a market business development strategy, builds trusted relationships with business and community leaders, and originates high-value opportunities across Prevail’s full range of capabilities. The role partners closely with the Market Growth Branch Manager and the mortgage, commercial lending, cash management, retail, wealth, and other experts within the market pod to convert relationships and market intelligence into profitable, multi-service growth.

Prevail Bank

Business Development Officer

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. The Business & Accounting Applications Analyst plays an important role in implementing, supporting, and optimizing accounting and business technology solutions used by CLA professionals and clients.

Business & Accounting Applications Analyst

If you're an Audit Supervisor, Audit Manager, or Assurance professional seeking greater leadership responsibility, sophisticated client work, and a clear path toward senior leadership, we'd love to speak with you confidentially. Our client, a leading public accounting and advisory firm recognized as a Great Place to Work® , is seeking an experienced Assurance Manager to join its growing Assurance practice in Brookfield.

Assurance Manager, CPA

It's an opportunity to serve as a trusted business advisor to privately held companies, entrepreneurs, family-owned businesses, and high-net-worth clients while leading sophisticated tax engagements, developing future leaders, driving business growth, and working alongside firm leadership in a highly visible role. You'll work directly with principals and key decision-makers while helping clients solve complex business challenges, developing future leaders within the organization, and contributing to the continued growth of a highly respected professional services firm.

Senior Tax Manager, CPA

We create 33% of the world’s batteries for your cars, trucks, boats, and motorized sports vehicles. Become one of our 16,000 employees. You will play a part in developing, manufacturing, and distributing the world’s leading battery brands for virtually every type of vehicle. We recover, recycle, and reuse up to 99% of our battery materials, leading sustainability practices in our industry. Clarios, formerly Johnson Controls, is currently a Brookfield portfolio company. Learn more about us at <a href="http://www.clarios.com/">www.clarios.com</a>.

Clarios

Be a Business Partner to the President Data Centers & Connected Services, and her/his team delivers strategic HR leadership in the areas of organizational development, talent acquisition and retention, performance management, succession planning, benefits and compensation, employee relations, labor relations, diversity and inclusion, labor laws/legal compliance, and training and development programs. Own and drive the development of a high-performing, engaged, and accountable culture that enables rapid growth, strong execution, collaboration, and continuous development across the organization; Work with global and regional teams to provide perspectives and action plans on how best to evolve company leadership, culture and strategy to ensure organizational effectiveness and design.

Sr Director Human Resources

By blending people-centric leadership with disciplined operational strategies and purpose-driven growth, Barry-Wehmiller has become a $3 billion organization with nearly 12,000 team members united by a common belief: to use the power of business to build a better world. About Us: BW Converting is a strategic alliance of resources and services that bring together several Barry-Wehmiller companies - Paper Converting Machine Company (PCMC), Winkler + Dünnebier (W+D), STAX Technologies, Hudson-Sharp, Baldwin Technologies and Northern Engraving and Machine.

Barry-Wehmiller Companies Inc

Aftermarket Sales Executive

The analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities—helping strengthen relationships and support client retention. Customer Support (NM): Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; uses customer intelligence to solve problems, support informed decisions, communicate with customers and the field, and resolve complaints efficiently.

Brokerage Services Registered Analyst - Series 7/63

As an Investment Operations Intern, you will work with the Northwestern Mutual Managed Investment business partners, brokers and traders supporting the timely and accurate execution of transactions related to investments managed by the front office (Mason Street Advisors, Northwestern Investment Management Company, Northwestern Mutual Real Estate, Investment Strategy and Northwestern Mutual Capital) including settlement of trades, ongoing maintenance, and transactions such as principal, interest, cash flows, fees, and corporate actions. After application and initial screening conversation, interns are aligned interview and be hired to a specific team at NM based on their abilities and interests, providing exposure to real-world business perspectives through hands-on learning and significant work.

Wealth Management Advisor Jobs in Wisconsin

Accounting Manager, CPA/EA Wertz & Associates

Tax Manager, CPA/EA Wertz & Associates

Accounting Manager CPA/EA Wertz & Associates

VP Sales, Defined Contribution Apollo Global Management Inc

High Net Worth Senior Tax Manager Northwestern Mutual

VP Sales, Defined Contribution Athene Holding Ltd

Relationship and Operations Associate Carson Group

Senior Director Corporate Communications & Marketing Clarios Global LP

Disability Case Manager (Temporary) - Virtual Alight Inc

Aftermarket Sales Executive - White Paper Barry-Wehmiller

Sr. Infrastructure Project Manager CliftonLarsonAllen LLP

Business Development Officer Prevail Bank

Business & Accounting Applications Analyst CliftonLarsonAllen LLP

Assurance Manager, CPA Wertz & Associates

Senior Tax Manager, CPA Wertz & Associates

Senior Director Corporate Communications & Marketing Clarios

Sr Director Human Resources Clarios Global LP

Aftermarket Sales Executive Barry-Wehmiller Companies Inc

Brokerage Services Registered Analyst - Series 7/63 Northwestern Mutual

Investment Operations Internship Northwestern Mutual

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