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2 results for Financial Advisor in Whitefish Bay, WI

Accountant

Milwaukee, WI
onsite
Contract / Temporary to Hire
0 - 0 USD / Yearly
We are looking for a detail-oriented Accountant to join our team in Milwaukee, Wisconsin. This is a long-term contract position offering the opportunity to work in a dynamic environment that supports multiple properties and tenants. The ideal candidate will excel in managing accounts payable and receivable processes, financial reporting, and maintaining accurate records while collaborating with internal teams and external vendors. Responsibilities: • Oversee tenant billing processes, including rents, work orders, electricity, and other charges. • Manage accounts payable functions, including invoice data entry, coding, and vendor communication. • Assist in the draw process, including reviewing lien waivers and ensuring proper documentation. • Prepare job cost reports by recording payments and analyzing project statuses. • Process monthly accruals and create financial reports, such as sales tax filings and accounts receivable summaries. • Research and resolve monthly general ledger variances for a complex organizational structure. • Aid in the preparation of annual budgets and reconciliations. • Interpret lease agreements to ensure accurate billing and assist with lease abstracts. • Track and manage certificates of insurance and maintain organized financial files, both electronically and in-office. • Generate reports using accounting software and support internal teams with data insights.
2026-04-19T00:00:00Z

Accountant & Tax Preparer

Hartford, WI
onsite
Contract / Temporary to Hire
0 - 0 USD / Yearly
We are looking for a skilled and detail-oriented Accountant & Tax Associate 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. Responsibilities:• Prepare accurate and timely federal and state tax returns for individuals, partnerships, S corporations, and small businesses.• Collect, review, and organize financial documents provided by clients to ensure completeness.• Identify and apply eligible deductions, credits, and potential tax-saving opportunities.• Stay updated on current tax regulations to ensure compliance and minimize errors.• Communicate effectively with clients to address questions and clarify tax-related information.• Provide guidance and support for year-round tax planning strategies.• Maintain detailed and organized records of workpapers and client information.• Utilize tax preparation software to streamline processes and enhance efficiency.
2026-04-10T00:00:00Z