<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>
<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>
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.
<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>
<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>
We are looking for a skilled and detail-oriented Escrow Officer to oversee the annual analysis of escrow accounts. This role is crucial in ensuring accurate management of escrow balances related to property taxes and insurance premiums. As a Contract position based in Waukesha, Wisconsin, you will work closely with financial records to maintain compliance and accuracy. If you thrive in an analytical environment and have strong organizational skills, this opportunity is for you.<br><br>Responsibilities:<br>• Conduct thorough year-end reviews of escrow accounts to ensure accuracy and compliance.<br>• Reconcile property tax and insurance payments made from escrow accounts with collected funds.<br>• Identify and calculate any discrepancies, including shortages or surpluses, in escrow balances.<br>• Prepare and issue detailed escrow analysis statements, including projected payments and necessary adjustments for the following year.<br>• Ensure compliance with federal, state, and internal policies during all escrow analysis procedures.<br>• Investigate and resolve any discrepancies uncovered during the account review process.<br>• Communicate analysis findings and recommendations to management for further action.<br>• Maintain meticulous records of all reconciliations and analyses for auditing purposes.
<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>
<p><strong>Tax Senior Accountant role in Verona, WI. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Robert Half is looking for an experienced Tax Senior Accountant to join our team in Verona, Wisconsin. In this role, you will execute tax and accounting services for a variety of small business clients, ensuring compliance and providing strategic financial guidance. This position offers an opportunity to utilize your expertise while fostering strong client relationships and delivering reliable results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual and corporate tax returns with attention to accuracy and compliance.</p><p>• Manage tax preparation processes using software tools such as Lacerte Tax Software.</p><p>• Maintain and analyze financial statements to ensure proper record-keeping and reporting.</p><p>• Collaborate with clients to provide tailored financial planning solutions.</p><p>• Ensure all tax filings comply with current regulations and standards.</p><p>• Monitor changes in tax laws and advise clients on implications.</p><p>• Assist in resolving complex tax issues and provide recommendations.</p><p>• Support team members by sharing best practices and mentoring less experienced staff.</p><p>• Build and maintain long-term relationships with clients to understand their evolving needs.</p><p>• Conduct detailed reviews of client accounts to identify opportunities for improvement or savings.</p>
<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>
<p>We are looking for an ERP Integration Manager (SAP-B1 specifically) to join our team in Oconomowoc, Wisconsin. In this Contract to permanent position, you will play a pivotal role in bridging the gap between business stakeholders and technical teams to deliver efficient, data-driven solutions. The ideal candidate will bring expertise in ERP analytics, leadership skills, and a commitment to continuous improvement across Finance, Supply Chain, and Manufacturing functions.</p><p><strong>THIS IS AN ONSITE POSITION. ANY CANDIDATE MUST BE WILLING TO RELOCATE OR LIVE IN TEH GREATER MILWAUKEE AREA.</strong></p><p><strong>WE WILL NOT ENTERTAIN ANY THIRD-PARTY APPLICANTS OR REMOTE CANDIDATES. <u>Please adhere to these simple requests.</u> </strong></p><p><br></p><p>Responsibilities:</p><p>• Lead cross-functional collaboration to design and implement data-driven solutions that align with business goals.</p><p>• Act as the primary liaison between business stakeholders and technical teams to ensure clear communication and smooth project execution.</p><p>• Develop and oversee training programs to support continuous improvement and user adoption of ERP analytics systems.</p><p>• Manage vendor and consultant relationships to ensure alignment with organizational strategies.</p><p>• Monitor and maintain IT systems, servers, and networks to ensure optimal performance and security.</p><p>• Define and implement enterprise-wide analytics strategies, including predictive and prescriptive analytics.</p><p>• Drive digital transformation initiatives, such as AI-driven analytics and automation.</p><p>• Lead the development of business intelligence reports and visualization platforms using tools like Tableau.</p><p>• Translate business requirements into actionable insights to support decision-making.</p><p>• Ensure data security, backup protocols, and disaster recovery procedures are robust and effective.</p>
We are looking for an experienced and detail-driven Tax Preparer to join our dedicated services team in Madison, Wisconsin. In this role, you will be responsible for preparing individual federal and state tax returns, ensuring compliance with current tax regulations, and providing tailored solutions to meet client needs. This position offers an opportunity to work both independently and collaboratively in a dynamic and supportive environment.<br><br>Responsibilities:<br>• Prepare accurate federal and state tax returns for individual clients using advanced tax software.<br>• Analyze financial data to recommend personalized tax strategies and optimize client outcomes.<br>• Provide exceptional service by addressing client inquiries and resolving tax-related concerns efficiently.<br>• Stay informed on changes to tax laws and regulations to maintain compliance and deliver high-quality service.<br>• Collaborate with team members to address complex tax issues and develop comprehensive solutions.<br>• Participate in mandatory training sessions to enhance skills and ensure growth.<br>• Utilize tools such as Microsoft Word, Excel, Teams, and Outlook to manage tasks and client communications effectively.
<p>Ideal candidate will have strong analytical abilities, excellent organizational skills, and a keen eye for detail.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough annual reviews of customer escrow accounts to ensure accuracy and compliance.</p><p>• Reconcile property tax and insurance disbursements made from escrow accounts throughout the year.</p><p>• Compare collected funds with disbursements to identify any shortages or surpluses in escrow accounts.</p><p>• Calculate adjustments needed for monthly escrow payments based on analysis results.</p><p>• Prepare and distribute official escrow analysis statements, including projections for the upcoming year.</p><p>• Ensure all escrow procedures align with federal and state regulations, as well as company policies.</p><p>• Investigate and resolve discrepancies in escrow accounts, reporting findings to management.</p><p>• Provide accurate documentation and maintain meticulous records for auditing purposes.</p><p>• Collaborate with relevant teams to address compliance-related issues and improve processes.</p>
<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. <strong>Interviews are being held the week of 11/10</strong>! </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>
<p>We are looking for a detail-oriented Payroll Clerk to join our team in Madison, Wisconsin. This is a long-term contract (possibly to hire) position that offers an excellent opportunity to contribute to payroll operations in a fast-paced environment. The role requires accuracy, efficiency, and a strong commitment to maintaining compliance with payroll procedures.</p><p><br></p><p>Responsibilities:</p><p>• Ensure accurate setup of new employee profiles within the payroll system.</p><p>• Review and verify timesheets for completeness and accuracy.</p><p>• Update and maintain spreadsheets related to payroll data.</p><p>• Perform data entry tasks to support payroll processing.</p><p>• Assist in handling payroll operations, including calculations and disbursements.</p><p>• Manage payroll-related tasks such as garnishments and deductions.</p><p>• Process payroll for employees ranging from 101 to 500 individuals.</p><p>• Maintain compliance with payroll policies and procedures.</p><p>• Address additional tasks and responsibilities as assigned.</p>
<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>
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.
We are looking for a meticulous and skilled Escrow Officer to oversee and manage the year-end review process for escrow accounts. In this contract position, you will ensure that escrow account balances are accurate and compliant with applicable regulations, focusing on property taxes and insurance premiums. This role requires a strong command of escrow processes, attention to detail, and analytical skills to maintain high standards of accuracy and compliance. The position is based in Waukesha, Wisconsin.<br><br>Responsibilities:<br>• Conduct comprehensive annual reviews of customer escrow accounts to ensure accuracy and compliance.<br>• Reconcile property tax and insurance disbursements made from escrow accounts throughout the year.<br>• Analyze and compare total disbursements against the funds collected and held in escrow accounts.<br>• Identify and calculate any shortages or surpluses in escrow accounts and recommend necessary adjustments.<br>• Prepare detailed escrow analysis statements, including reconciliation results, future payment projections, and monthly payment adjustments.<br>• Ensure that all processes adhere to federal and state regulations as well as company policies.<br>• Investigate and resolve any discrepancies found during the analysis, providing detailed reports to management.<br>• Collaborate with team members to maintain accurate and current escrow records.<br>• Assist in identifying and implementing process improvements to enhance efficiency and accuracy.
<p><strong>Overview</strong></p><p>Robert Half is searching for a Business Analyst with significant experience working with Dynamics 365 (D365), for our client in Madison, WI. The Dynamics Analyst will support Microsoft Dynamics 365 CRM, updates/upgrades to the system, integrations with CRM, process improvement, requirements gathering, and work directly with end-users.</p><p><br></p><p><strong>This is a Direct Hire position that will require an onsite work schedule (5 days).</strong></p><p><strong>Relocation assistance may be available for highly qualified candidates.</strong></p><p><br></p><p><strong>*SPONSORSHIP IS NOT AVAILABLE FOR THIS ROLE*</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p>• Support daily use of Dynamics 365 CRM across the business groups.</p><p>• Work with internal teams to understand business needs and translate them into documented requirements for system updates or new capabilities.</p><p>• Produce functional specifications and user stories that guide development work.</p><p>• Facilitate discovery sessions to evaluate workflows and identify areas where CRM functionality can streamline processes.</p><p>• Configure and adjust Dynamics 365 Customer Engagement modules including Sales, Customer Service, and Marketing.</p><p>• Assist with data migration tasks, system integrations, and CRM reporting needs.</p><p>• Review current processes to identify gaps and propose practical solutions that improve system performance and user experience.</p><p>• Coordinate with technical teams and project stakeholders to deliver CRM enhancements on schedule.</p><p>• Provide user training, documentation, and general support.</p><p>• Monitor new features and updates released for Dynamics 365 Customer Engagement and apply best practices.</p>
