<p>We are offering a permanent employment opportunity for a Client Services Administrator located in Hartland, Wisconsin. Your role will primarily revolve around supporting our Client Services Specialist team, ensuring efficient telecommunications, maintaining customer records, and resolving any product or service problems.</p><p><br></p><p>Responsibilities include:</p><p><br></p><p>• Handling incoming phone calls and ensuring resolution of customer inquiries.</p><p>• Accurately entering client and account data, and verifying it for any potential errors.</p><p>• Creating clear job tickets in Monarch or OP.</p><p>• Updating and maintaining customer records in compliance with our policies and procedures.</p><p>• Collaborating with multiple departments and partners, with a focus on detail and completion of production items.</p><p>• Resolving client complaints by determining the cause, finding the best solution, and expediting the correction or adjustment process.</p><p>• Gaining a comprehensive understanding of our internal software systems.</p><p>• Regularly routing GB Tickets.</p><p>• Tracking and updating Humana Delivery and Madison Spreadsheet.</p><p>• Proofreading Marco’s Items on a monthly basis.</p><p>• Performing department filing and purging of job tickets.</p><p>• Distributing job tickets to the team and accounting.</p><p>• Regularly handling Common Ground Routing and updating Madison Spreadsheet.</p><p>• Printing and routing WebMD Postal Paperwork.</p><p>• Reviewing, updating, and routing Elevance Health GBD as well as WebMD, Ignite.</p>
We are looking for an experienced Tax Manager to join our team in Waukesha, Wisconsin. In this role, you will oversee the preparation and filing of federal and state tax returns for businesses and individuals, while providing strategic tax planning and guidance to clients. This position is ideal for candidates who excel in managing client relationships, supervising staff, and staying up-to-date with the latest tax regulations.<br><br>Responsibilities:<br>• Prepare and review complex tax returns, including those for businesses, individuals, and other entities.<br>• Develop and deliver tax planning strategies and projections tailored to client needs.<br>• Conduct in-depth research on tax-related issues and provide actionable solutions.<br>• Supervise and mentor staff involved in tax preparation and review processes.<br>• Maintain strong client relationships by offering proactive tax consulting and addressing their financial needs.<br>• Stay informed about changes in tax laws through continuous education and skill development.<br>• Evaluate staff performance on client engagements, ensuring quality and efficiency.<br>• Recommend and implement improvements to tax preparation and compliance processes.<br>• Collaborate with clients to understand their financial situations and ensure accurate reporting.
<p>We are looking for an experienced Senior Accounting Manager to join our team in Milwaukee, Wisconsin. This role is pivotal in ensuring the organization's financial compliance and adherence to accounting standards while driving strategic initiatives. The successful candidate will provide leadership in technical accounting matters and foster collaboration across departments to achieve organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement corporate accounting policies and procedures in line with U.S. GAAP and Budgeting guidelines.</p><p>• Collaborate with internal teams to navigate complex accounting issues, including revenue recognition, derivatives, impairments, and fair value assessments.</p><p>• Lead the adoption and integration of new accounting standards, aligning them with organizational objectives.</p><p>• Supervise the Financial Compliance Program Manager, addressing technical accounting challenges and ensuring regulatory compliance.</p><p>• Conduct and support change management initiatives related to accounting methodologies, including training and communication strategies.</p><p>• Identify areas for improvement in financial compliance and develop actionable solutions.</p><p>• Stay informed about regulatory changes and communicate their implications to leadership and relevant stakeholders.</p><p>• Design and deliver training programs to enhance staff knowledge of accounting practices and compliance requirements.</p><p>• Serve as a key contributor during annual financial audits, single audits, and tax reviews.</p><p>• Establish and maintain internal controls to ensure adherence to regulatory standards.</p>
<p>We are looking for an experienced Accounting Manager to lead and enhance the accounting operations of our organization in Menomonee Falls, Wisconsin. This role is crucial in ensuring accurate financial reporting, maintaining compliance with tax regulations, and managing payroll processes. The ideal candidate will also mentor a small team while collaborating with senior leadership to drive strategic financial initiatives.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting functions, including accounts payable, accounts receivable, project accounting, and cash flow management.</p><p>• Manage payroll operations, including deductions, reimbursements, union reporting, and compliance with audit requirements.</p><p>• Collaborate with project management teams to prepare, review, and finalize financial reports, addressing and resolving discrepancies.</p><p>• Lead the month-end and year-end close processes by preparing journal entries and reconciling accounts to ensure data accuracy.</p><p>• Handle sales, use, and payroll tax reporting, ensuring timely and accurate filings in compliance with regulations.</p><p>• Identify and implement process improvements to enhance efficiency and streamline accounting operations.</p><p>• Coordinate and manage annual financial audits, working closely with auditors to ensure smooth reviews.</p><p>• Provide support for strategic initiatives and special financial projects in partnership with senior leadership.</p><p>• Mentor and guide a team of accounting professionals, fostering their development and ensuring high performance.</p>
<p>Robert Half's public CPA firm client is seeking talented individuals to join their dynamic team in the Greater Milwaukee area. Whether you are a recent graduate or an experienced professional, a rewarding and fulfilling career awaits you. Join a firm where care, compassion, growth, and leadership are top priorities!</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>As a <strong>Tax Manager</strong>, you will play a critical role in leading and managing tax engagements, developing client relationships, mentoring staff, and contributing to firm growth through business development and community involvement.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Tax Engagement Management:</strong> Lead and manage tax engagements while performing detailed reviews of tax workpapers and provision calculations.</li><li><strong>Compilation & Review Engagements Support:</strong> Understand and assist with compilation and review projects.</li><li><strong>Tax Research:</strong> Conduct complex tax research and review the research of others, staying updated on industry trends and regulatory changes.</li><li><strong>Staff Development & Supervision:</strong> Manage, mentor, train, and evaluate staff, holding them accountable for achieving goals while promoting retention and team-building activities.</li><li><strong>Community & Business Development:</strong> Participate in community and marketing activities to build networks, identify new business opportunities, and enhance firm visibility.</li><li><strong>Tax Risk Mitigation:</strong> Identify and mitigate tax risks while developing and executing tax planning techniques for clients.</li><li><strong>Client Relations:</strong> Perform client billing procedures and maintain strong client relationships.</li><li><strong>Hiring & Evaluation:</strong> Participate in hiring processes and evaluate staff performance.</li><li><strong>Other Duties:</strong> Perform additional job-related responsibilities as needed.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor's degree in Accounting or Finance; <strong>CPA certification preferred</strong>.</li><li>6+ years of relevant experience in tax management and public accounting.</li><li>Supervisory experience and proven ability to develop and lead teams.</li><li>Exceptional communication skills and advanced knowledge of tax regulations.</li><li>Proficiency in Microsoft Office and accounting software (e.g., QuickBooks, Peachtree, ACS, 1099ETC).</li><li>Business development experience with a focus on building client and referral networks.</li></ul><p><strong>Software Expertise:</strong></p><ul><li>Advanced understanding of client accounting software (QuickBooks, Peachtree, etc.).</li><li>Advanced understanding of internal accounting software (ACS, 1099ETC).</li></ul><p><br></p>
<p>Join an exciting manufacturing business unit of a foreign-owned, publicly traded company generating $15M in annual revenue! As the <strong>Financial Controller</strong>, you will oversee all aspects of financial operations and act as a strategic partner to the Plant Manager and Factory Leadership Team. This role is critical in ensuring financial accuracy, compliance, and performance, while leading and mentoring a high-performing finance team.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><p><strong>Operational Finance</strong></p><ul><li>Manage Cost Accounting, Inventory Management, and Revenue Recognition processes.</li><li>Collaborate with Central Services for Accounts Payable, Receivable, Payroll, and invoicing functions.</li><li>Own the month-end close process and produce timely management accounts aligned with group reporting.</li><li>Analyze gross margins, monitor variances, and support performance reviews with Operations teams.</li><li>Drive cost improvement initiatives and validate inventory management plans.</li></ul><p><strong>Control & Governance</strong></p><ul><li>Maintain strong internal controls aligned with group policies.</li><li>Support audits, addressing findings and resolving issues promptly.</li><li>Research technical accounting matters and ensure compliance with GAAP, IFRS, and other relevant standards.</li></ul><p><strong>Budgeting & Forecasting</strong></p><ul><li>Lead the budgeting and forecasting process, gathering assumptions and ensuring deadlines are met.</li><li>Submit quarterly forecasts and annual budgets into group consolidation systems.</li></ul><p><strong>Team Leadership</strong></p><ul><li>Supervise and mentor the finance team, fostering collaboration and professional development.</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, or related field (CPA/CMA preferred).</li><li>7–10 years of progressive experience in finance or accounting, with 5+ years in financial management in manufacturing or operations.</li></ul><p><strong>Skills</strong></p><ul><li>Strong knowledge of GAAP, IFRS, and U.S. accounting standards.</li><li>Advanced Excel proficiency (pivot tables, VLOOKUP, Power Query/BI).</li><li>Experience with ERP systems (OneStream, SAP BPC, Hyperion preferred).</li><li>Analytical mindset with the ability to provide actionable financial insights.</li><li>Proven leadership and organizational skills in a fast-paced environment.</li></ul><p><br></p>
<p>We are looking for an experienced Audit Manager to join a dynamic public accounting firm in Milwaukee, Wisconsin. This role offers a unique blend of growth opportunities, flexible work arrangements, and the potential for future partnership. If you are passionate about providing exceptional audit services while contributing to a collaborative and supportive workplace, this position is for you.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage audit engagements from planning to completion, ensuring adherence to established timelines and quality standards.</p><p>• Supervise and mentor audit staff, fostering development and maintaining high performance levels.</p><p>• Build and maintain strong client relationships by addressing inquiries, providing regular updates, and ensuring satisfaction.</p><p>• Review and finalize workpapers, financial statements, and audit deliverables, ensuring compliance with standards and accuracy.</p><p>• Handle complex technical issues and provide guidance on auditing and accounting standards.</p><p>• Collaborate with firm partners to strategize and improve client service delivery.</p><p>• Oversee the preparation and implementation of audit programs and procedures.</p><p>• Ensure compliance with regulatory requirements and industry standards throughout all engagements.</p><p>• Identify opportunities to improve audit processes and contribute to the firm’s growth initiatives.</p>
<p><strong>Controller role in Beaver Dam, WI. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Robert Half is looking for an experienced and detail-focused Controller to lead the accounting operations for a manufacturing company in Beaver Dam, Wisconsin. This role requires a strategic thinker who can ensure accurate financial reporting, maintain compliance with regulations, and provide valuable insights to support organizational decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee all accounting operations, including accounts payable, accounts receivable, payroll, and general ledger processes.</p><p>• Ensure timely and accurate completion of month-end and year-end close procedures.</p><p>• Develop and manage budgets, forecasting financial performance to align with organizational goals.</p><p>• Monitor compliance with tax regulations, including sales and use tax reporting.</p><p>• Provide strategic financial analysis and recommendations to support business decisions.</p><p>• Coordinate with auditors.</p><p>• Familiarity with sales and use tax regulations and compliance.</p><p>• Prepare detailed financial reports and statements for management review.</p><p>• Collaborate with leadership to align financial strategies with company objectives.</p>
<p>📢 <strong>We're Hiring! Vice President, Commercial Lender – Remote (Must Be Near Lomira, WI)</strong> 📢</p><p>Are you a business-savvy professional with a knack for <strong>building relationships and driving growth</strong>? We're looking for a <strong>Vice President, Commercial Lender</strong> to <strong>expand our commercial loan portfolio</strong>, develop strategic partnerships, and enhance revenue opportunities. This <strong>remote</strong> role requires <strong>local community engagement</strong>, so candidates should live near a commutable distance of <strong>Lomira, WI</strong>.</p><p><br></p><p>In this role, you will oversee a diverse portfolio of commercial loans, fostering strong client relationships, driving revenue growth, and ensuring sound risk management practices. This position requires a strategic thinker who can identify new business opportunities and deliver tailored financial solutions to meet client needs.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Manage and grow a portfolio of commercial loans, ensuring alignment with organizational goals and client requirements.</p><p>• Conduct interviews with loan applicants to assess their needs, gather necessary documentation, and evaluate eligibility.</p><p>• Analyze financial statements and other relevant data to create well-structured lending proposals.</p><p>• Evaluate creditworthiness and recommend customized loan solutions to meet client objectives.</p><p>• Monitor loan performance, ensuring compliance with risk management protocols and financial targets.</p><p>• Identify and pursue new business opportunities to expand the credit union’s presence and drive revenue growth.</p><p>• Participate in business development activities, including networking events, to build relationships and promote services.</p><p><br></p><p>If you have <strong>banking experience, credit analysis skills, and a passion for business development</strong>, we want to hear from you!</p><p>💼 <strong>Apply today</strong> and take the next step in your career</p>
<p>We are looking for an experienced Chief Financial Officer to lead the financial operations of a non-profit healthcare organization based in Greater Milwaukee county. This role requires a strategic thinker who can oversee financial planning, budgeting, and compliance while ensuring alignment with the organization’s values and goals. The ideal candidate will excel in leadership, collaboration, and operational efficiency, contributing to the delivery of high-quality services.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute financial strategies that align with organizational goals and values.</p><p>• Oversee budgeting processes, including forecasting and monitoring expenditures.</p><p>• Manage investment portfolios and ensure optimal capital allocation.</p><p>• Collaborate with boards and committees to provide financial insights and guidance.</p><p>• Supervise payroll operations and ensure accurate, timely processing.</p><p>• Lead financial planning efforts for individual stakeholders, ensuring personalized solutions.</p><p>• Ensure compliance with regulatory requirements and financial reporting standards.</p><p>• Implement and manage accounting software systems to streamline processes.</p><p>• Provide leadership and mentorship to the finance team, fostering a culture of excellence.</p><p>• Analyze cash flow and financial trends to support decision-making and strategic planning.</p>
