Search jobs now Find the right job type for you Explore how we help job seekers Contract talent Permanent talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2026 Salary Guide Demand for Skilled Talent Report Building Future-Forward Tech Teams Job Market Outlook Press Room Salary and hiring trends Adaptive working Competitive advantage Work/life balance Inclusion Browse jobs Find your next hire Our locations

22 results for Accounting in Madison, WI

Accounting Clerk
  • Oregon, WI
  • onsite
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • <p>We are looking for a detail-oriented Accounting Clerk/Tax Preparer to join our team in Oregon, Wisconsin. In this role, you will assist with tax preparation and accounting-related tasks during the busy tax season, ensuring accuracy and efficiency in all processes. This is a long-term contract position, offering an excellent opportunity to gain valuable experience in a fast-paced accounting environment.</p><p><br></p><p>Responsibilities:</p><p>• Assist with the preparation and filing of tax documents, ensuring compliance with relevant regulations.</p><p>• Provide support for various accounting projects and assignments as needed.</p><p>• Collaborate with team members to ensure the smooth operation of accounting processes during the tax season.</p><p>• Perform data entry and maintain accurate records of financial transactions.</p><p>• Review and verify financial information to ensure accuracy and completeness.</p><p>• Address client inquiries related to tax preparation and accounting services.</p><p>• Follow established accounting principles and guidelines to maintain consistency and precision.</p><p>• Participate in team meetings and contribute ideas for process improvements.</p><p>• Ensure all tasks are completed on-site and on schedule during the tax season.</p><p>• Adapt to changing priorities and deadlines while maintaining a high level of professionalism.</p>
  • 2025-11-24T20:53:50Z
Accounting Manager
  • Friesland, WI
  • onsite
  • Permanent
  • - USD / Yearly
  • <p><strong>Accounting Manager role in Columbia County, WI. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Robert Half is looking for a Accounting Manager for a food manufacturing company in Columbia County, WI. We are looking for an experienced Accounting Manager to lead and oversee key financial operations within the organization. This role involves managing essential accounting functions, such as accounts payable, accounts receivable, fixed assets, and month-end close processes. The ideal candidate will collaborate with various departments, support the Controller, and help ensure the accuracy and compliance of all financial activities.</p><p><br></p><p>Responsibilities:</p><p>• Manage the month-end close process to ensure timely and accurate financial reporting.</p><p>• Oversee accounts payable and accounts receivable operations, ensuring efficiency and accuracy.</p><p>• Maintain and monitor the general ledger, reconciling accounts and ensuring proper documentation.</p><p>• Prepare and review journal entries to support financial statement accuracy.</p><p>• Supervise fixed asset accounting, ensuring proper recording and depreciation schedules.</p><p>• Assist in the preparation of budgets and forecasts to support organizational planning.</p><p>• Develop and implement process improvements to enhance the efficiency of accounting operations.</p><p>• Collaborate with cross-functional teams to ensure compliance with accounting standards and regulations.</p><p>• Provide guidance and support to the accounting team, fostering growth and development.</p>
  • 2025-11-24T14:53:53Z
Accountant
  • Hartland, WI
  • onsite
  • Temporary
  • - USD / Hourly
  • We are looking for an experienced Accountant to join our team on a 90-day contract basis in Hartland, Wisconsin. This is a fully onsite position where you will play a critical role in maintaining daily accounting operations, including accounts receivable, accounts payable, and general ledger activities. The position offers an opportunity to contribute to the financial health of the organization while supporting key processes during a transitional period.<br><br>Responsibilities:<br>• Manage customer collections and follow up on overdue account balances.<br>• Reconcile customer accounts to ensure accurate payment applications.<br>• Process vendor invoices, payment batches, and obtain necessary approvals.<br>• Investigate and resolve discrepancies in vendor statements and maintain updated vendor profiles.<br>• Reconcile bank statements, aging reports, and general ledger activities.<br>• Monitor and respond to inquiries in the accounting shared inbox.<br>• Assist with month-end and year-end closing activities, including preparing journal entries and reconciliations.<br>• Prepare detailed accounting reports and present findings to the Controller.<br>• Maintain organized financial records to ensure compliance with audit requirements and internal controls.<br>• Collaborate with internal departments and suppliers to meet payment deadlines and resolve issues efficiently.
  • 2025-12-03T14:58:46Z
Senior Accountant
  • Pewaukee, WI
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>We are looking for an experienced Senior Accountant to lead and manage the financial operations of our organization. This role is crucial in ensuring accurate financial reporting, compliance, and the development of robust internal controls. Based in Pewaukee, Wisconsin, the Senior Accountant will play a key role in strategic decision-making by providing insightful financial analysis and reporting.</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>• Manage all accounting functions, including accounts receivable, accounts payable, general ledger, payroll, and job costing.</p><p>• Prepare precise monthly, quarterly, and annual financial reports for leadership review.</p><p>• Maintain and oversee job costing systems to ensure accurate tracking of project expenses and profitability.</p><p>• Analyze financial data to monitor performance and deliver actionable insights to support strategic goals.</p><p>• Ensure compliance with tax regulations, audit requirements, and financial standards.</p><p>• Coordinate external audits, tax filings, and regulatory reporting to ensure accuracy and timeliness.</p><p>• Develop and enforce accounting policies, procedures, and internal controls to enhance operational efficiency.</p><p>• Create financial presentations and reports for executive leadership and the Board of Directors.</p><p><br></p>
  • 2025-11-25T21:58:48Z
Sr. Accountant
  • Madison, WI
  • onsite
  • Permanent
  • 75000.00 - 85000.00 USD / Yearly
  • <p>&#128640; <strong>Join a Growing Construction Leader as Senior Accountant!</strong> </p><p><br></p><p>Ready to take your accounting career to the next level? This is a newly created role at a reputable, expanding construction firm in Madison—with real impact, growth prospects, and a tenured team of experts. The ideal candidate will have 5-7+ years strong accounting experience, job costing experience is highly preferred! For consideration, please apply with your most up to date resume (in confidence) and reach out to Aislynn at 608-716-5643 for more detail. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead job costing and oversee project accounting for complex construction projects</li><li>Prepare, post, and reconcile complex journal entries and support monthly/annual close</li><li>Oversee AR/AP, payroll processing, and maintain accurate records and compliance</li><li>Drive financial reporting, analysis, and support audit preparations</li><li>Collaborate with project management and operations teams on financial insights</li><li>Assist with continuous process improvements and accounting system enhancements</li><li>Mentor and guide accounting staff (no direct supervisory responsibilities!)</li><li>Ensure accurate asset, equipment, and tax compliance accounting &#127959;️</li></ul><p><br></p>
  • 2025-12-03T21:28:51Z
Staff Accountant
  • Madison, WI
  • onsite
  • Permanent
  • 24.00 - 30.00 USD / Hourly
  • <p>Are you an organized and detail-oriented professional with a passion for accounting? We are seeking a dedicated Accountant to join an organization in Madison, WI. In this role, you will support a variety of accounting, payroll, and administrative functions while working closely with senior leadership on process improvements and compliance.</p><p><br></p><p><strong>Accounting Duties:</strong></p><ul><li>Reconcile monthly bank statements and balance sheet accounts</li><li>Prepare and enter general ledger journal entries (e.g., bank transactions, prepaids, fixed assets, accruals)</li><li>Track and manage fixed assets</li><li>Prepare monthly accounts receivable invoicing and related reports</li><li>Enter and code donation deposits across multiple systems</li><li>Prepare and upload weekly Positive Pay bank files, resolve any exceptions</li><li>Record ACH payments/receipts and apply cash to AR invoices</li><li>Prepare weekly bank deposits</li><li>Collaborate with CFO on month-end close</li><li>Provide backup for Accounts Payable (including grant payments, phones, and mail distribution)</li><li>Assist with year-end tax filings and financial audits</li></ul><p><br></p><p><strong>HR/Payroll Duties:</strong></p><ul><li>Accurately process bi-weekly payroll, including special payroll cycles</li><li>Assist with new employee onboarding</li><li>Support employees with timecard updates</li><li>Reconcile benefit invoices to payroll reports</li><li>Distribute FMLA and short-term disability paperwork as needed</li><li>Update life insurance vendor for employee changes</li><li>Notify employees of retirement plan eligibility</li><li>Assist with preparation of annual multi-site reports</li><li>Provide additional administrative support as needed</li></ul><p><br></p><p><br></p>
  • 2025-11-26T00:38:36Z
Senior/Staff Accountant
  • Mukwonago, WI
  • onsite
  • Permanent
  • - USD / Yearly
  • We are looking for an experienced Senior/Staff Accountant to join our team in Mukwonago, Wisconsin. In this role, you will play a key part in compiling and analyzing financial data, ensuring compliance with industry standards and regulations. This position is ideal for individuals with a strong background in accounting, particularly in the manufacturing sector.<br><br>Responsibilities:<br>• Prepare and analyze financial data to create accurate journal entries and maintain general ledger accounts.<br>• Generate and review month-end reports to facilitate management decision-making.<br>• Support inventory processes, including physical counts, cost rollovers, and cycle counts.<br>• Ensure timely preparation and distribution of financial statements.<br>• Reconcile general ledger accounts, identify discrepancies, and implement necessary corrections.<br>• Review accounts payable transactions to ensure accuracy and compliance.<br>• Assist with year-end closing procedures, annual audits, and tax return preparation.<br>• Investigate variances between actual financial results and budget forecasts.<br>• Provide financial information and reports as requested by management.<br>• Work extended hours or weekends as needed to meet deadlines.
  • 2025-11-06T16:44:07Z
Tax Accountant
  • Lake Geneva, WI
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>We are looking for a Tax Accountant to join our team in the legal industry, located in Lake Geneva, Wisconsin. The Tax Accountant will be responsible for the preparation of a variety of federal and state income tax returns, implementing tax-planning strategies, and conducting tax-related research. You will also handle tasks related to trust accounting, estate and gift tax returns, and various bookkeeping and billing activities.</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><br></p><p>• Prepare a variety of federal and state income tax returns focusing on Forms 1041, 1065, and 990-PF.</p><p>• Implement tax-planning strategies to optimize client's tax position.</p><p>• Conduct tax-related research to keep up-to-date with the latest tax laws and regulations.</p><p>• Review and process payments for quarterly estimated taxes.</p><p>• Participate in the firm's trust accounting practice when necessary.</p><p>• Prepare estate and gift tax returns in accordance with applicable laws and regulations.</p><p>• Perform a broad range of bookkeeping and billing activities to ensure accurate financial records.</p><p>• Work with various accounting software systems for efficient and accurate tax preparation and bookkeeping.</p><p>• Handle increased workloads during busy tax filing seasons, ensuring all deadlines are met.</p><p>• Maintain professional knowledge and skills in areas of tax compliance and planning.</p>
  • 2025-11-10T16:58:45Z
Cost Accountant
  • Cottage Grove, WI
  • onsite
  • Permanent
  • 80000.00 - 100000.00 USD / Yearly
  • <p><strong>Cost Accountant needed in Cottage Grove! </strong></p><p><br></p><p>A manufacturing company partnered with our Robert Half Madison team is looking for a dedicated and analytical Cost Accountant to join their small, but mighty accounting team. In this role, you will play a pivotal part in managing and analyzing production costs to enhance efficiency and profitability. Your expertise in cost accounting will contribute to making informed financial decisions and ensuring accurate cost allocation across various business operations. This is a great opportunity for a stellar accountant looking for long-term growth into leadership. For consideration, please apply in confidence with your most up to date resume and connect with me (Aislynn Dixon) on LinkedIn. This is an onsite position with some opportunity for hybrid work and flexible scheduling. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Prepare detailed cost analyses and financial reports to support business decision-making, including variance analysis and cost performance insights. </li><li>Develop and maintain accurate cost budgets and forecasts to ensure alignment with organizational financial goals. </li><li>Monitor and track costs associated with production, operations, and projects, ensuring accurate allocation and reporting. </li><li>Identify opportunities for process improvements and cost reduction strategies, ensuring optimal efficiency and profitability. </li><li> Ensure compliance with accounting regulations and implement strong internal controls to maintain financial integrity. </li></ul><p><br></p>
  • 2025-11-24T14:44:13Z
Staff Accountant
  • Rockford, IL
  • onsite
  • Contract / Temporary to Hire
  • 30.00 - 35.00 USD / Hourly
  • We are looking for a dedicated Staff Accountant to join our team in Rockford, Illinois. This is a contract-to-permanent position offering an excellent opportunity to contribute to financial operations while advancing your career. The ideal candidate will excel in maintaining accurate records, supporting month-end close processes, and handling corporate tax-related tasks.<br><br>Responsibilities:<br>• Prepare and post journal entries to ensure accurate financial reporting.<br>• Support month-end closing activities, including reconciliations and adjustments.<br>• Manage corporate and sales tax processes, ensuring compliance with regulations.<br>• Assist in preparing corporate tax returns and related documentation.<br>• Maintain and update the general ledger to reflect accurate financial data.<br>• Utilize QuickBooks and Microsoft Excel for efficient financial analysis and reporting.<br>• Collaborate with team members to streamline accounting procedures.<br>• Identify and resolve discrepancies in financial records.<br>• Provide support during audits or financial reviews as needed.
  • 2025-11-24T18:23:46Z
Sr. Accountant
  • Williams Bay, WI
  • onsite
  • Permanent
  • 75000.00 - 85000.00 USD / Yearly
  • <p>We are looking for an experienced Senior Accountant to join our team in Lake Geneva, WI. This role will focus on ensuring the accuracy and integrity of financial data while driving improvements in accounting processes. The ideal candidate will possess strong analytical skills and a collaborative mindset to support financial decision-making and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review month-end financial statements, including balance sheets, income statements, and cash flow statements, ensuring compliance with organizational standards.</p><p>• Conduct thorough reconciliations of balance sheets during month-end processes.</p><p>• Post journal entries accurately and on time, including adjustments for accruals, prepaids, and other financial transactions.</p><p>• Partner with teams across the organization to identify reporting requirements and implement process improvements using technology.</p><p>• Analyze financial data to provide actionable insights and recommendations to senior management.</p><p>• Assist in the development of financial forecasts and annual budgets by evaluating past trends and current performance.</p><p>• Ensure adherence to corporate financial policies, accounting standards, and internal controls.</p><p>• Lead initiatives to enhance accounting efficiency and accuracy through process optimization and technology adoption.</p>
  • 2025-11-25T21:24:10Z
Sr. Accountant
  • Madison, WI
  • onsite
  • Permanent
  • 75000.00 - 100000.00 USD / Yearly
  • <p><strong>"It's go time!" </strong>The CEO of a leading financial institution in Madison recently shared with executive leaders that they are in growth mode and with that, are looking to add a Senior Accountant to their already stellar team. This direct-hire opportunity reports directly to the Controller and works alongside other accounting professionals and senior leadership. A highly collaborative team focused on challenging the status quo and innovation awaits! Please apply with your most up to date resume (in confidence) and call 608-716-5643 for consideration. This is a position with potential for a hybrid schedule. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review complex financial statements, ensuring regulatory compliance</li><li>Assist with month-end and year-end close processes</li><li>Participate in process improvement initiatives across departments</li><li>Support budgeting, forecasting, and variance analysis processes</li><li>Perform account reconciliations and ensure accuracy of general ledger transactions</li><li>Respond to internal and external audit requests, supporting compliance activities</li><li>Assist with implementation of new financial technology or software solutions</li><li>Lead or participate in cross-functional projects to optimize workflows</li></ul>
  • 2025-11-11T15:08:46Z
Billing Analyst
  • Madison, WI
  • onsite
  • Permanent
  • 60000.00 - 65000.00 USD / Yearly
  • <p>Our Robert Half Madison team recently partnered on a search for a <strong>Billing Analyst</strong> just north of Madison. Join a thriving construction company with a reputation for teamwork, longevity, and genuine people. Many of the organizations team members, including key leaders, have been with them for decades, reflecting a strong, positive culture. As a Billing Analyst, you will be responsible for assigned customer billing and support larger accounting projects within a ten-member accounting and payroll team. You’ll report directly to the Billing Manager and play a key role in accurate, timely billing and overall process improvement. If interested, please apply with your most up to date resume and call 608-716-5643. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review and interpret customer contracts to ensure billing and job accounting compliance</li><li>Process incoming field reports weekly, research discrepancies, and verify job cost coding for revenue, payroll, and expenses</li><li>Accurately price and verify billings before posting and routing for customer approval</li><li>Manage customer receipts and monitor accounts receivable aging balances</li><li>Provide weekly reporting to field supervisors and management</li><li>Execute account reconciliations</li><li>Assist with broader accounting functions and projects as needed</li></ul>
  • 2025-11-11T15:18:42Z
Plant Controller
  • Janesville, WI
  • onsite
  • Permanent
  • 110000.00 - 140000.00 USD / Yearly
  • <p><strong>Now Hiring! Plant Controller in Janesville (Hybrid/Onsite Option)</strong></p><p><br></p><p>A growing, family-owned manufacturing company is seeking a hands-on Controller to oversee all financial and administrative operations, drive cost accounting initiatives, and support HR processes. The ideal candidate will bring 7+ years accounting experience (CPA or CMA preferred), a background in manufacturing, and proven supervisory skills. Join a close-knit team with plenty of autonomy and an opportunity to make a direct impact on business growth. Potential for hybrid/onsite schedule. For consideration, please apply with your must up to date resume (in confidence) and call Aislynn at 608-716-5643. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee all accounting operations, financial reporting, and compliance with U.S. GAAP</li><li>Lead cost accounting, including analysis of materials, labor, overhead, and production variance</li><li>Direct budgeting, forecasting, and support strategic business planning</li><li>Supervise, mentor, and develop accounting and administrative staff</li><li>Manage payroll, benefits, and insurance programs, including vendor relationships and renewals</li><li>Optimize and implement ERP/HRIS system processes</li><li>Collaborate with operations leadership to evaluate pricing, quoting, and profitability</li><li>Foster a positive team culture, continuous improvement, and cross-department communication</li></ul>
  • 2025-12-03T21:13:47Z
Controller
  • Dane County, WI
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>For Immediate consideration, contact Courtney Syverson, Recruiting Manager- 608-259-1164</strong></p><p><br></p><p>We are looking for a detail-oriented and strategic Accounting Manager or Financial Controller to oversee and manage the financial operations of our organization in Dane County. This critical leadership role will ensure the accuracy and integrity of financial processes, including accounts payable, accounts receivable, payroll, and budgeting. The successful candidate will play a key role in developing financial strategies and maintaining compliance with regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Supervise accounts payable and accounts receivable processes to ensure timely transactions and accurate financial reporting.</p><p>• Manage payroll operations using Paylocity, ensuring compliance with tax regulations and timely payroll processing.</p><p>• Oversee month-end and year-end closing activities, including journal entries, reconciliations, and financial statement preparation.</p><p>• Develop and manage annual budgets, monitor performance against forecasts, and provide insights to guide decision-making.</p><p>• Implement and maintain internal controls to safeguard financial assets and ensure regulatory compliance.</p><p>• Utilize Epicor software to streamline financial processes and improve reporting accuracy.</p><p>• Prepare and deliver financial reports to senior leadership, highlighting key metrics and recommending improvements.</p><p>• Collaborate with external auditors, providing necessary documentation and responses to support audits.</p><p>• Lead and mentor the accounting team, fostering a culture of collaboration and continuous improvement.</p>
  • 2025-11-10T16:54:02Z
Accounts Receivable Lead
  • Rockford, IL
  • onsite
  • Contract / Temporary to Hire
  • 20.00 - 23.00 USD / Hourly
  • We are looking for an experienced Accounts Receivable Lead to join our team in Rockford, Illinois. This contract-to-permanent position requires a proactive individual who is well-versed in managing complex accounts receivable processes and can serve as a knowledgeable resource for the team. The ideal candidate will possess strong leadership skills and a thorough understanding of business-to-business accounts receivable operations.<br><br>Responsibilities:<br>• Oversee and manage the accounts receivable aging process across multiple branches.<br>• Provide training and guidance to administrative staff at various branch locations to ensure adherence to best practices.<br>• Take the lead on accounts receivable projects, ensuring timely and accurate execution.<br>• Assist with month-end responsibilities, including reconciliations and reporting.<br>• Serve as a point of contact for team members, answering questions and providing support during peak periods or staff absences.<br>• Perform account reconciliations to ensure accuracy and resolve discrepancies.<br>• Collaborate with team members to streamline billing and cash application processes.<br>• Monitor and manage cash collections, ensuring timely payments from clients.<br>• Utilize software such as Microsoft Excel, QuickBooks, and SAP to support daily operations and reporting needs.
  • 2025-12-01T15:38:53Z
Tax Preparer
  • Deforest, WI
  • onsite
  • Permanent
  • 50000.00 - 65000.00 USD / Yearly
  • <p>Robert Half's Madison team has partnered with a growing accounting firm near Deforest in their search for a <strong>Tax Preparer/Accountant</strong>. This role involves preparing accurate tax returns and providing accounting support for a diverse range of clients, primarily within the real estate sector. The ideal candidate will have a strong understanding of tax regulations and a commitment to delivering exceptional service. This role offers hybrid flexibility during busy season and the off season. For immediate consideration please call 608-716-5643 or connect with me on LinkedIn (Aislynn Dixon) and send me a message there. </p><p><br></p><ul><li><strong>Ideal Candidate Profile: </strong>Seeking an EA or experienced accountant interested in expanding into tax work or a tax professional open to accounting responsibilities.</li><li><strong>Work Environment: </strong>Small, close-knit team of 3 current employees, including an Accounting Manager with 5 years of tenure, a part-time intern, and a seasonal back-office support role.</li><li><strong>Flexible Work Arrangement:</strong> Owner is a reverse snowbird who works remotely during the off-season (May-October) and returns for busy season. Remote flexibility for someone after training.</li><li><strong>Job Focus: </strong>Business taxes, corporate tax planning, and detailed client consultations, handling fewer than 150 returns per season.</li></ul>
  • 2025-11-24T14:49:01Z
Investment/Portfolio Manager
  • Lake Geneva, WI
  • onsite
  • Permanent
  • - USD / Yearly
  • <p>We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive client relationships.</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>• Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals.</p><p>• Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships.</p><p>• Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees.</p><p>• Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations.</p><p>• Establish and maintain strong relationships with external investment managers, ensuring seamless coordination.</p><p>• Prepare detailed investment performance reports and present findings to clients and stakeholders.</p><p>• Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team.</p><p>• Ensure compliance with relevant regulations and tax laws governing trust investments and accounting.</p><p>• Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts.</p>
  • 2025-11-18T21:04:06Z
Financial Analyst
  • Sun Prairie, WI
  • onsite
  • Permanent
  • 75000.00 - 100000.00 USD / Yearly
  • <p><strong>Exciting Opportunity for a Financial Analyst! </strong></p><p><br></p><p>We are seeking a Financial Analyst to join a dynamic and growing organization. The ideal candidate will thrive in a fast-paced environment, demonstrate strong communication skills, and possess a passion for learning and driving improvements. This is a newly created position offering the opportunity for career growth and advancement. For consideration please apply with your most up to date resume and call Aislynn at 608-716-5643. </p><p><br></p><p><strong>Key Responsibilities & Qualifications:</strong></p><ul><li><strong>Engaging Communication Skills:</strong> Ability to effectively present financial data and analysis to leadership, while clearly communicating core accounting principles (foundational GAAP practices). This role will become the face of a key business segment and contribute to organizational decision-making</li><li><strong>Experience in Publicly Traded Organizations:</strong> Previous experience working with publicly traded companies is a plus (not a requirement), as this position will support the accuracy and insights needed for financial reporting</li><li><strong>Open to All Experience Levels:</strong> Whether you're an entry-level professional eager to learn or a seasoned financial analyst seeking a change, we welcome candidates with the drive to grow and adapt</li><li><strong>Supporting Key Initiatives:</strong> Work closely with team leadership on cost control measures, monthly forecasting, and maintaining accurate budgeting for various business units while preparing monthly financial reports</li></ul>
  • 2025-11-24T14:49:01Z
Tax Preparer
  • Lake Geneva, WI
  • onsite
  • Temporary
  • 28.50 - 33.00 USD / Hourly
  • We are looking for a skilled Tax Preparer to join our team in Lake Geneva, Wisconsin, on a contract basis. This role is ideal for someone with experience in preparing complex fiduciary and partnership income tax returns, who is eager to contribute to a boutique legal firm specializing in estate planning and taxation. As part of this position, you will play a key role in assisting high-net-worth clients with their federal and state tax filing needs.<br><br>Responsibilities:<br>• Prepare a variety of federal and state income tax returns, including Forms 1041, 1065, and 990-PF.<br>• Develop and implement tax-planning strategies to optimize client outcomes.<br>• Conduct research on tax-related matters to ensure compliance and accuracy.<br>• Review and process quarterly estimated tax payments for clients.<br>• Collaborate on trust accounting practices, including preparation of estate and gift tax returns.<br>• Assist with bookkeeping and billing activities as needed.<br>• Maintain proficiency in ProSystem fx tax preparation software to ensure efficient workflow.<br>• Support the firm during busy tax filing seasons by managing increased workloads.<br>• Work closely with partners and the tax manager to meet client needs effectively.
  • 2025-11-11T21:59:02Z
Financial Analyst
  • Waukesha, WI
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • We are looking for a skilled Financial Analyst to join our team in Waukesha, Wisconsin. This role offers the opportunity to contribute to key financial operations, including forecasting, budgeting, and performance analysis. The ideal candidate will excel at providing actionable insights and supporting organizational leaders with data-driven recommendations.<br><br>Responsibilities:<br>• Evaluate financial performance and analyze variances against previous periods, budgets, and projections.<br>• Collaborate on the development of annual budgets and quarterly forecasting processes.<br>• Assist in preparing comprehensive monthly operational review reports.<br>• Offer financial insights and support to leaders across various business functions.<br>• Perform ad hoc analyses to address urgent financial questions and provide timely solutions.<br>• Develop and refine financial models to enhance decision-making processes.<br>• Utilize data mining techniques to uncover trends and improve financial strategies.<br>• Ensure the accuracy and integrity of financial data through detailed validation and review.<br>• Partner with cross-functional teams to align financial goals with broader organizational objectives.
  • 2025-12-02T00:30:59Z
Sr. Financial Analyst
  • Waukesha, WI
  • onsite
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • We are looking for a skilled Senior Financial Analyst to join our team in Waukesha, Wisconsin. In this role, you will play a key part in analyzing financial data, preparing reports, and supporting strategic initiatives to drive business growth. The ideal candidate will bring a strong background in financial analysis and modeling, along with the ability to collaborate effectively across different departments.<br><br>Responsibilities:<br>• Conduct detailed analyses of financial results to identify trends and explain variances compared to prior periods, budgets, and forecasts.<br>• Contribute to the development of annual budgets and quarterly forecasts, including assessments of working capital requirements.<br>• Compile and present consolidated reports on actual financial performance, budgets, and forecasts.<br>• Assist in preparing monthly operations review materials, ensuring accurate and insightful reporting.<br>• Validate cost-saving initiatives within the value creation plan to ensure their alignment with financial goals.<br>• Create and manage compliance documentation related to federal grant requirements.<br>• Provide financial guidance and support to business leaders across enabling functions.<br>• Participate in month-end close processes, including reclassification of expenses and other adjustments.
  • 2025-12-02T00:30:59Z