Proposal Specialist Jobs in Milwaukee, WI

Add your latest resume to match with open positions.

Tax Specialist

Chilton, WI
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for a Tax Specialist to support estate, trust, and gift tax matters for clients in Chilton, Wisconsin. This position partners with families, attorneys, and financial professionals to deliver accurate filings, thoughtful guidance, and dependable compliance support. The ideal candidate brings strong technical knowledge in fiduciary and transfer tax matters and is comfortable working through detailed financial and legal documentation. Responsibilities: • Advise clients and their outside accounting professionals on tax considerations related to estates, trusts, and wealth transfer matters. • Conduct discussions with clients and legal counsel to address estate planning questions and explain tax implications tied to individual circumstances. • Prepare and examine federal estate tax filings, including Form 706, to ensure complete and accurate reporting. • Complete and review federal gift tax returns such as Form 709 in alignment with applicable regulations and deadlines. • Manage fiduciary and estate income tax filings, including Form 1041, Wisconsin Form 2, and supporting schedules or related submissions. • Collect and organize source materials such as valuations, asset inventories, financial statements, and other records required for return preparation. • Analyze estate, gift, and trust tax rules to determine filing obligations, identify planning considerations, and support compliance decisions. • Maintain thorough documentation, track key due dates, and respond to questions or notices from taxing authorities as needed.
2026-11-05T00:00:00Z

Collections Specialist

Brookfield, WI
onsite
Permanent / Full Time
55000 - 60000 USD / Yearly
We are looking for a detail-oriented Collections Specialist to support accounts receivable operations for an organization in Brookfield, WI. This role centers on maintaining strong customer relationships while helping reduce outstanding balances through timely follow-up and clear communication. The ideal candidate is organized, responsive, and comfortable assisting with related payment processing tasks when needed. Responsibilities:• Monitor overdue customer balances and contact clients by phone or email to secure payment and resolve outstanding invoices.• Provide courteous and effective customer support by responding to account-related questions and helping customers understand billing details.• Maintain accurate records of collection activity, payment commitments, and account status updates within internal systems.• Work closely with the accounting team to support accounts receivable efforts and help keep aging reports current.• Assist with cash application activities as needed by posting payments and helping reconcile customer accounts.• Handle inbound calls related to billing, payment status, and past-due balances in a courteous and service-focused manner.
2026-10-21T00:00:00Z

AR Specialist

New Berlin, WI
onsite
Permanent / Full Time
55000 - 60000 USD / Yearly
We are looking for an AR Specialist to support an organization in New Berlin, Wisconsin. This position is ideal for someone who is highly organized, detail-oriented, and comfortable managing accounts receivable activities in a fast-paced environment. The role will focus on maintaining accurate financial information, applying incoming payments, and following up with customers to keep accounts current. Responsibilities:• Maintain accurate accounts receivable records and ensure customer account activity is documented correctly.• Apply incoming payments to the appropriate invoices and reconcile posted transactions with supporting records.• Monitor outstanding balances and communicate with business clients regarding overdue accounts and payment status.• Review account details regularly to identify discrepancies and help resolve billing or payment issues promptly.• Collaborate with internal teams to support smooth cash application and account maintenance processes.• Prepare receivable-related reports and provide updates on collection activity and account trends.
2026-10-21T00:00:00Z

3 results for Proposal Specialist in Milwaukee, WI