We are looking for an experienced tax specialist to join a public accounting team serving clients in Wisconsin. This role focuses on reviewing a wide range of tax filings, resolving technical issues, and helping ensure work is accurate, complete, and ready for submission. The position also involves direct client interaction, coordination with internal and external partners, and support during busy filing periods within a collaborative hybrid work environment.<br><br>Responsibilities:<br>• Examine individual, corporate, S corporation, and partnership tax filings to confirm accuracy, completeness, and adherence to federal and state requirements.<br>• Evaluate Form 1040 filings and related schedules involving investments, capital transactions, rental activity, depreciation, and basis calculations.<br>• Review business returns such as Forms 1120, 1120S, and 1065 using financial statements and supporting documentation prepared by colleagues.<br>• Contribute to the preparation and review of specialized filings, including trust, gift, and nonprofit returns such as Forms 1041, 990, and 5227, when needed.<br>• Compare tax returns against workpapers and spreadsheet support, investigate inconsistencies, and coordinate updates prior to filing deadlines.<br>• Communicate with clients to gather outstanding documents, clarify open items, and explain tax-related matters in a clear and thorough manner.<br>• Partner with financial planners and other advisors to address client tax considerations and support broader planning needs.<br>• Research tax questions, apply current federal and state guidance, and identify matters that require additional technical review.<br>• Provide constructive direction to preparers to strengthen the quality, consistency, and accuracy of completed returns.<br>• Assist with planning projects, estimated tax payments, filing extensions, and information reporting tasks, including 1099-related work.
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.<br><br>Responsibilities:<br>• Advise clients and their outside accounting professionals on tax considerations related to estates, trusts, and wealth transfer matters.<br>• Conduct discussions with clients and legal counsel to address estate planning questions and explain tax implications tied to individual circumstances.<br>• Prepare and examine federal estate tax filings, including Form 706, to ensure complete and accurate reporting.<br>• Complete and review federal gift tax returns such as Form 709 in alignment with applicable regulations and deadlines.<br>• Manage fiduciary and estate income tax filings, including Form 1041, Wisconsin Form 2, and supporting schedules or related submissions.<br>• Collect and organize source materials such as valuations, asset inventories, financial statements, and other records required for return preparation.<br>• Analyze estate, gift, and trust tax rules to determine filing obligations, identify planning considerations, and support compliance decisions.<br>• Maintain thorough documentation, track key due dates, and respond to questions or notices from taxing authorities as needed.
We are looking for an experienced Tax Preparer to join a busy accounting practice for a Contract assignment during the tax season. This onsite opportunity offers consistent hours and focuses on supporting individual and business clients with timely, accurate tax and accounting services. The position is well suited for someone who can step into a fast-moving environment, manage seasonal volume, and continue assisting beyond the filing deadline if needed.<br><br>Responsibilities:<br>• Prepare federal and state tax filings for individual taxpayers as well as business entities with a high degree of accuracy.<br>• Complete returns for partnerships and S corporations, including review of related schedules and supporting tax documents.<br>• Communicate with clients to collect financial records, clarify missing details, and organize materials needed for return completion.<br>• Use CCH ProSystem fx to produce, update, and finalize tax returns throughout the filing season.<br>• Provide QuickBooks assistance such as transaction entry, account review, and basic bookkeeping support for client accounts.<br>• Support broader accounting activities for select clients when additional financial help is required.<br>• Track extension filings and process late-arriving documents so returns can be completed after the primary deadline.<br>• Continue delivering tax preparation and related accounting support into the summer based on workload and client needs.
We are looking for a Staff Accountant to join a mortgage company in Brookfield, Wisconsin on a Long-term Contract basis. This role supports daily accounting operations across payables, receivables, reconciliations, and general ledger activity while helping maintain accurate financial records. The position is well suited for an accounting specialist who can manage priorities independently in a fast-moving environment. Mortgage industry exposure is helpful, but training will be provided for specialized processes and systems.<br><br>Responsibilities:<br>• Handle invoice intake and payment processing for corporate and branch-related expenses while maintaining organized vendor records.<br>• Review employee expense submissions and corporate card transactions to ensure timely and accurate reimbursement and coding.<br>• Oversee daily cash application and receivable activity, including deposits and follow-up on outstanding items.<br>• Reconcile banking activity and warehouse line balances, investigating variances and resolving discrepancies promptly.<br>• Prepare accounting entries and maintain supporting documentation for general ledger transactions and monthly activity.<br>• Complete bank and balance sheet reconciliations, monitor prepaid and amortized expenses, and keep schedules current.<br>• Contribute to month-end and year-end close tasks, including account analysis, reporting support, and audit documentation.<br>• Assist with mortgage-related accounting work such as escrow payments, disbursement activity, principal adjustments, and daily financial uploads.<br>• Partner with the accounting team during training and process handoffs to ensure continuity and accuracy in ongoing operations.
<p>We are looking for a Tax and Compliance Manager to support tax reporting, regulatory compliance, and core accounting activities for a growing organization in Sturtevant, Wisconsin. This position plays a central role in managing multistate indirect tax obligations, strengthening financial accuracy, and partnering with internal teams on compliance-related matters. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to navigate complex tax requirements across multiple jurisdictions.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and submission of sales and use tax filings across numerous state and local jurisdictions, ensuring timely and accurate compliance.</p><p>• Monitor multistate tax obligations, evaluate changing regulations, and determine how new rules may affect business operations.</p><p>• Investigate tax questions, resolve notices from agencies, and coordinate responses during state and local tax examinations.</p><p>• Maintain compliance schedules, review exemption and vendor documentation, and oversee processes related to W-9 validation and 1099 reporting.</p><p>• Partner with outside tax advisors on income and franchise tax payments and support broader tax planning and compliance efforts.</p><p>• Contribute to month-end, quarter-end, and year-end close activities by analyzing account activity, resolving variances, and preparing supporting schedules.</p><p>• Assist with accruals, prepaid expenses, fixed assets, and other general ledger tasks while supporting management and financial reporting needs.</p><p>• Provide oversight for licensing compliance, work with bonding partners on required documentation, and help improve tracking procedures across finance operations.</p><p>• Identify opportunities to enhance accounting workflows, strengthen controls, and guide operational teams on the tax impact of project-related decisions.</p>