<p>🚀 <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 🏗️</li></ul><p><br></p>
<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>
<p>🌟 Take the Lead in Shaping Financial Excellence! 🌟</p><p><br></p><p>Bring your accounting expertise to a team where your drive for accuracy, compliance, and collaboration will shine. Robert Half has partnered with one of our long-standing clients in their search for an Assistant Controller. The ideal candidate will have 7+ years of strong accounting experience. Some experience working with a publicly traded organization is preferred! For consideration please call 608-716-5643 or connect with me (Aislynn Dixon) on LinkedIn and send me a message there for more detail. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Prepare and fine-tune quarterly and annual statements, disclosures, and supporting management analysis, with an emphasis on clarity and transparency</li><li>Validate and authorize select entries prepared by junior staff, supporting overall data quality and best practice compliance</li><li>Guide the month-end financial close cycle, producing required schedules, journal entries, and financial reports while ensuring timely completion</li><li>Lead oversight of the organization’s general ledger, ensuring all transactions are precisely documented and reconciled, including transactions between business units</li><li>Organize the preparation of key audit materials for quarterly and year-end financial reviews, including hands-on coordination with external auditors</li><li>Partner on technically complex accounting issues, taking responsibility for documenting guidance and updating policy materials</li><li>Uphold internal control standards for financial reporting, championing compliance initiatives and continuous process improvement in line with regulatory requirements</li></ul>
<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><strong>Part-Time Accounts Payable Specialist — Madison, WI (20 hours/week)</strong></p><p><br></p><p>Our team is seeking a detail-oriented Accounts Payable Specialist for a flexible, part-time opportunity in Madison. Join a team with an organization voted a top place to work for the last 6 years! The ideal candidate will have a proven track record in accounts payable and significant experience with sales and use tax compliance. For consideration and more detail please call Aislynn at 608-716-5643. The ideal candidate will be able to work Monday-Wednesday but that can be adjusted. </p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Process vendor invoices, payments, and reconcile statements with accuracy and efficiency</li><li>Manage and document sales and use tax calculations, reporting, and remittances</li><li>Assist with month-end closing and AP ledger reconciliation</li><li>Resolve discrepancies, maintain communication with vendors, and support audit requests</li><li>Ensure compliance with company policies, internal controls, and regulatory requirements</li></ul><p><br></p>
We are looking for a skilled DevOps Engineer to join our team in Monroe, Wisconsin. This is a Contract to permanent position where you will play a key role in enhancing our cloud infrastructure and supporting development processes. The ideal candidate is eager to learn, thrives in a collaborative environment, and is passionate about enabling self-service capabilities for development teams.<br><br>Responsibilities:<br>• Collaborate with cloud engineering and development teams to design and deploy pipelines using Terraform.<br>• Assist developers in creating automated solutions and self-service modules for streamlined deployment.<br>• Build and maintain cloud-based infrastructure using Azure DevOps, ensuring stability and optimal performance.<br>• Support the transition from legacy systems to modern platforms, including replacing virtual machines with Nutanix.<br>• Train and mentor team members on DevOps best practices and tools to enhance operational efficiency.<br>• Optimize nightly processing systems to improve business workflows.<br>• Work closely with network, storage, security, and server teams to ensure seamless integration of DevOps solutions.<br>• Focus on maturing pipelines and filling variables to improve deployment readiness.<br>• Actively participate in troubleshooting and resolving technical issues related to cloud environments.<br>• Maintain and update technical documentation to support ongoing development and deployment processes.
We are looking for a dedicated Customer Service Representative to join our team in Madison, Wisconsin. In this role, you will provide exceptional support to customers, ensuring their needs are met efficiently and professionally. This is a long-term contract position offering the opportunity to develop strong relationships with clients and contribute to a non-profit organization.<br><br>Responsibilities:<br>• Handle incoming calls promptly and professionally to address customer inquiries and concerns.<br>• Provide accurate information about products, services, and policies to customers.<br>• Process orders and manage data entry tasks with precision and attention to detail.<br>• Monitor and resolve customer issues effectively, ensuring satisfaction.<br>• Collaborate with team members to improve service delivery and streamline processes.<br>• Maintain a thorough understanding of organizational policies and procedures.<br>• Assist with outbound calls when required, ensuring follow-up on customer requests.<br>• Document customer interactions and maintain accurate records.<br>• Identify opportunities to enhance customer experiences and suggest solutions.<br>• Uphold the organization's mission and values in all customer interactions.
<p><strong>HR Generalist role in Madison, WI. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Robert Half is working with a well-respected manufacturing company to find an HR Generalist to join their team. This role will lead and oversee all aspects of HR and safety within the organization. The ideal candidate will drive initiatives across employee relations, compensation, benefits, payroll, and policy development while ensuring compliance with regulations and fostering a positive workplace culture.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee the full spectrum of human resources functions, including recruitment, compensation, and benefits administration.</p><p>• Develop and implement HR policies and procedures to maintain compliance and align with organizational goals.</p><p>• Direct employee relations efforts to foster a positive and collaborative work environment.</p><p>• Supervise payroll operations, ensuring accuracy and adherence to deadlines.</p><p>• Lead new employee onboarding and orientation programs to ensure a seamless integration into the company.</p><p>• Design and deliver training programs to support employee growth and development.</p><p>• Monitor and manage the department budget to ensure effective allocation of resources.</p><p>• Provide guidance on compensation strategies and benefits packages to attract and retain top talent.</p><p>• Ensure compliance with legal and regulatory requirements related to HR practices.</p><p>• Collaborate with leadership to align HR initiatives with overall business objectives.</p>
<p>Robert Half is seeking a Senior Software Developer to help design, build, and support business-critical applications for our client in the Madison area. This role focuses on developing reliable, scalable software systems used directly in production environments.</p><p><br></p><p>You’ll work closely with a small, experienced engineering team supporting applications where uptime matters and problems need real solutions. We’re looking for someone who can think creatively during design, stay focused during execution, and take ownership when systems need attention.</p><p><br></p><p><strong>This is a remote position for Wisconsin based candidates only.</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Design, develop, and maintain core business applications supporting manufacturing operations</li><li>Build backend and full-stack solutions using modern .NET technologies</li><li>Develop and support applications hosted in Azure, including Azure SQL–backed systems</li><li>Troubleshoot production issues and participate in root-cause analysis to improve system stability</li><li>Collaborate with engineering and business partners to deliver practical, reliable solutions</li><li>Participate in occasional production cutovers or off-hours support (infrequent, typically a few times per year)</li><li>Contribute to application architecture and continuous improvement efforts</li><li>Explore opportunities to incorporate AI capabilities into applications as the organization defines its roadmap</li></ul><p><br></p>
<p>Robert Half is seeking talented Accounting professionals to join our <strong>Consulting practice in Madison, Wisconsin</strong>. As an Accounting Consultant, you’ll work with a variety of organizations—providing expertise across accounting, finance, and business operations. This role offers the stability of a full-time position with the variety and growth opportunities of consulting.</p><p><br></p><p>Responsibilities:</p><p>Provide hands-on accounting and finance support to client organizations on a project or interim basis</p><p>Assist with month-end and year-end close processes, reconciliations, and financial reporting</p><p>Support general ledger accounting, journal entries, and account analysis</p><p>Help implement and improve accounting processes, systems, and internal controls</p><p>Partner with clients on special projects such as system implementations, audit prep, and process optimization</p>
We are looking for an experienced Project Manager/Senior Consultant to join our team in Sun Prairie, Wisconsin. This contract-to-permanent position requires a detail-oriented individual with extensive expertise in managing complex IT projects, particularly within the insurance industry. The ideal candidate thrives in a collaborative environment, is familiar with Salesforce implementations, and is capable of working across time zones to ensure project success.<br><br>Responsibilities:<br>• Lead and oversee end-to-end IT project management initiatives, ensuring timely delivery and adherence to quality standards.<br>• Collaborate with cross-functional teams to implement Salesforce solutions tailored to business needs.<br>• Coordinate project activities, including planning, execution, and monitoring, while adhering to Agile Scrum methodologies.<br>• Manage stakeholder communication effectively, ensuring alignment on project goals and progress.<br>• Travel to company locations 2-3 times per year to facilitate project collaboration and review.<br>• Develop and maintain project documentation, including timelines, budgets, and risk assessments.<br>• Utilize Atlassian Jira for tracking project progress and managing tasks.<br>• Ensure seamless integration of Salesforce environments and development processes.<br>• Provide strategic guidance and program management expertise to align project outcomes with organizational objectives.<br>• Work effectively within Australian time zones to support global project requirements.
We are looking for a dedicated Staff Accountant to join our team on a long-term contract basis. This role is based in Waunakee, Wisconsin, and offers an excellent opportunity to contribute to vital accounting functions within the organization. The ideal candidate will possess a strong grasp of corporate tax, payroll processes, and general ledger management.<br><br>Responsibilities:<br>• Prepare and file corporate tax returns, ensuring compliance with all applicable regulations.<br>• Manage sales tax filings and maintain accurate records of transactions.<br>• Conduct thorough reviews and reconciliations of journal entries to ensure financial accuracy.<br>• Oversee the general ledger, maintaining detailed and organized accounts.<br>• Administer full-cycle payroll processes, ensuring timely and accurate payments.<br>• Handle month-end closing procedures, including reporting and account reconciliation.<br>• Collaborate with other departments to provide financial insights and support.<br>• Monitor and analyze financial data to identify trends and discrepancies.<br>• Assist in audits by providing necessary documentation and reports.<br>• Stay updated on changes in tax laws and accounting standards to ensure compliance.
<p>We are looking for an experienced Systems Engineer to join our team in Whitewater, Wisconsin. This role focuses on managing, configuring, and enhancing Microsoft 365 environments, including Teams and SharePoint Online, while developing automation solutions to improve efficiency. The ideal candidate will bring deep technical expertise and a proactive approach to system optimization and user support. <strong>This role is a direct hire opportunity and fully onsite, with no must be eligible to work in the U.S. opportunities at this time. </strong></p><p><br></p><p>Responsibilities:</p><p>• Configure, manage, and maintain Microsoft Teams and SharePoint Online environments to ensure optimal performance and security.</p><p>• Oversee SharePoint site collections, libraries, lists, permissions, and workflows while enforcing governance policies.</p><p>• Design and implement automation solutions using tools like Power Automate, Power Apps, and scripting languages such as PowerShell or Python.</p><p>• Collaborate with stakeholders to identify automation opportunities and improve operational workflows.</p><p>• Troubleshoot system issues, monitor performance, and apply preventive measures to ensure reliability.</p><p>• Serve as a subject matter expert on Microsoft 365 products, providing guidance on features, upgrades, and integrations.</p><p>• Develop and maintain technical documentation, procedures, and policies to support system operations.</p><p>• Participate in on-call rotations to provide 24/7 support and resolve technical incidents.</p><p>• Execute infrastructure solutions aligned with business objectives and technical standards.</p><p>• Assist in special projects and contribute to milestone achievements by providing technical expertise.</p>
We are looking for a motivated Inventory Clerk to join our team in Pewaukee, Wisconsin. In this role, you will play a key part in managing inventory processes, ensuring accuracy, and maintaining efficiency within a manufacturing environment. This is a contract-to-long-term opportunity designed for individuals seeking a lasting position in a dynamic and collaborative setting.<br><br>Responsibilities:<br>• Coordinate and oversee pick-and-pack operations to ensure accuracy and efficiency.<br>• Train and guide staff members on inventory procedures and best practices.<br>• Monitor inventory levels, review discrepancies, and resolve issues in collaboration with inventory coordinators.<br>• Analyze workflows to identify opportunities for improvements in quality, cost, and productivity.<br>• Maintain compliance with company policies, manufacturing standards, and customer packaging requirements.<br>• Process shipments and manage shipping documentation using internal systems.<br>• Track and report daily outputs and quality metrics for performance analysis.<br>• Act as a backup for other team members when needed.<br>• Support cross-functional teams in understanding priorities and defining requirements.<br>• Uphold safety standards and contribute to a well-organized warehouse environment.
<p>We are looking for a skilled Help Desk/Desktop Support Analyst to join our team in Janesville, Wisconsin. In this Contract to permanent position, you will play a vital role in providing technical support to end-users while ensuring seamless onboarding processes and efficient ticket resolution. This is an exciting opportunity to work in a dynamic environment within the high-tech pharmaceutical and biotechnology industry.</p><p><br></p><p>Responsibilities:</p><p>• Provide timely and effective support to users by addressing hardware, software, and system-related issues.</p><p>• Manage and resolve service desk tickets using Fresh service, ensuring all requests are handled promptly and accurately.</p><p>• Assist with onboarding new employees by configuring devices, setting up accounts, and ensuring proper access to systems.</p><p>• Support the upgrade of systems to Windows 11, ensuring a smooth transition for all users.</p><p>• Deliver excellent customer service by communicating clearly and effectively with team members and clients.</p><p>• Troubleshoot and resolve basic issues related to Active Directory and Microsoft Windows environments.</p><p>• Collaborate with team members, including Systems Administrators and Support Technicians, to address complex technical challenges.</p><p>• Participate in an on-call rotation to provide after-hours support when needed.</p><p>• Maintain accurate documentation of processes, procedures, and resolved issues.</p><p>• Contribute to the improvement of technical workflows and processes to enhance overall efficiency.</p>
We are looking for a skilled Business Intelligence (BI) Consultant to join our team in Lake Mills, Wisconsin. This is a Contract to permanent position, offering the opportunity to contribute to a dynamic manufacturing environment. The ideal candidate will have a strong background in customer service and BI tools, along with the ability to manage vendor relationships effectively.<br><br>Responsibilities:<br>• Engage with customers to gather requirements and provide exceptional support, ensuring their needs are met.<br>• Utilize Power BI for designing and expanding reporting capabilities to enhance business insights.<br>• Collaborate with vendors and clients to establish clear communication and technical requirements.<br>• Build and maintain strong relationships with vendors, ensuring seamless communication and project execution.<br>• Support the development and management of BI dashboards and reporting tools.<br>• Work closely with organizational teams to align business intelligence strategies with company goals.<br>• Assist in managing electronic data interchange (EDI) processes to streamline operations.<br>• Conduct regular reviews of BI systems to identify areas for improvement.<br>• Provide expertise in SQL Server-based BI solutions to optimize data analytics.<br>• Troubleshoot and resolve issues related to BI tools and customer service software.
We are looking for an experienced Inventory Clerk to join our team in Pewaukee, Wisconsin. This Contract to permanent position offers an exciting opportunity to oversee inventory control and logistics processes in a dynamic manufacturing environment. The role is ideal for a detail-oriented candidate with a strong background in managing inventory systems and supply chain logistics.<br><br>Responsibilities:<br>• Develop and implement comprehensive inventory control programs, including training initiatives across departments.<br>• Create internal processes and reporting systems to ensure inventory accuracy and transparency.<br>• Conduct root cause analyses to identify and resolve systemic inventory errors, driving improvements within the organization.<br>• Collaborate with accounting to manage inventory costs and reconcile monthly reports.<br>• Execute cycle counting plans and oversee year-end fiscal inventory processes to guarantee accurate reporting.<br>• Partner with quality assurance teams to manage inventory adjustments related to product holds and scrap.<br>• Coordinate with purchasing teams to negotiate stocking levels and optimize lead times, ensuring cost-effective solutions.<br>• Work with manufacturing teams to establish effective staging and organizational practices that enhance inventory accuracy.<br>• Oversee all aspects of freight negotiations, both international and domestic, to select optimal vendors and shipment methods.<br>• Monitor vendor delivery schedules, address delays, and implement corrective actions to maintain on-time delivery.
<p>Robert half is partnering with Delafield, WI area client in the recruiting for an Accounting Specialist to focus on accounts payable (AP), month-end close processes, and general ledger (GL) maintenance, with additional responsibilities supporting branches with inventory coordination. The successful candidate will play a key role in ensuring accurate financial records, timely processing, and support for branch-level operations.</p><p><br></p><p>This is a permanent placement opportunity with health, dental, vision insurance, 401k match and paid time off. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all AP functions, including invoice processing, vendor communications, payment runs, and reconciliation of AP sub-ledger to the GL.</li><li>Prepare and post journal entries, ensuring the accuracy and completeness of financial transactions.</li><li>Participate in month-end close activities, including account reconciliations, accruals, and preparation of schedules.</li><li>Maintain and reconcile the general ledger, investigating variances and resolving discrepancies as needed.</li><li>Support the branches with inventory-related tasks, such as assisting with inventory counts, reconciliation between physical and system inventory, and processing inventory adjustments.</li><li>Coordinate with branch managers and warehouse teams to resolve inventory discrepancies and implement process improvements.</li><li>Assist with preparation of management reports, financial schedules, and ad-hoc analysis as requested.</li><li>Ensure compliance with company policies, financial controls, and relevant accounting standards.</li><li>Collaborate cross-functionally to facilitate smooth information flow between branches and the main office.</li><li>Maintain organized and up-to-date accounting records and documentation.</li></ul><p><br></p>
<p>We are looking for a skilled and detail-oriented Accountant & Tax Preparer to join our team on a contract basis in Hartford, Wisconsin. In this role, you will focus on preparing tax returns for individuals and small businesses while delivering exceptional client service. This position offers an opportunity to utilize your expertise in tax preparation and compliance in a meticulous and supportive environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and timely federal and state tax returns for individuals, partnerships, S corporations, and small businesses.</p><p>• Collect, review, and organize financial documents provided by clients to ensure completeness.</p><p>• Identify and apply eligible deductions, credits, and potential tax-saving opportunities.</p><p>• Stay updated on current tax regulations to ensure compliance and minimize errors.</p><p>• Communicate effectively with clients to address questions and clarify tax-related information.</p><p>• Provide guidance and support for year-round tax planning strategies.</p><p>• Maintain detailed and organized records of workpapers and client information.</p><p>• Utilize tax preparation software to streamline processes and enhance efficiency.</p>
<p>Are you a driven professional looking to make a measurable impact and take your career to the next level? Robert Half Madison has partnered with an innovative company in Janesville looking to bring on a strategic Project Director. Lead critical operations, drive process improvement, and collaborate with talented colleagues - apply with your most up to date resume (in confidence) to get more detail! This is an onsite position that will oversee a team of 7. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead planning, coordination, and execution of service pickups and deployment projects across multiple teams.</li><li>Oversee and manage Project Managers, Logistics Coordinators, and Recovery Specialists, ensuring their ongoing performance and development.</li><li>Maintain and update ERP systems with relevant project and service data.</li><li>Collaborate with internal customer service teams to schedule and confirm pickups, leveraging tools such as Salesforce.</li><li>Monitor field operations and intake processes to ensure accuracy in pickup quantities and promptly investigate discrepancies.</li><li>Analyze operational efficiencies and identify opportunities for cost reduction in pickup and service processes.</li></ul><p><br></p>
We are looking for a detail-oriented Staff Accountant to join our team in Waunakee, Wisconsin. This is a Contract position offering an opportunity to support a dynamic and growing division within the organization. The ideal candidate will possess strong accounting expertise, excel at managing multiple client deliverables, and thrive in a collaborative environment that demands precision and accountability.<br><br>Responsibilities:<br>• Review financial documentation provided by clients, ensuring completeness and identifying areas that require follow-up.<br>• Maintain and reconcile accounting records, including preparing and analyzing trial balances.<br>• Provide comprehensive bookkeeping support for multiple clients with high monthly activity.<br>• Process payroll for clients, addressing any discrepancies or errors to ensure accuracy.<br>• Assist in preparing financial statements and conducting detailed reviews of reports.<br>• Collaborate with internal teams to streamline workflows, enhance deliverable tracking, and improve operational efficiency.<br>• Partner with offshore and onshore teams to meet strict deadlines and maintain high-quality results.<br>• Support advisory services by bridging bookkeeping tasks with financial analysis and reporting.<br>• Utilize QuickBooks Online and Excel to manage and deliver accurate accounting data.<br>• Work closely with CPAs and advisory professionals to serve a diverse client base effectively.
<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>
<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>
