Trust Tax Supervisor

Job DescriptionJob DescriptionTrust OfficerThe Trust Officer is responsible for the day-to-day management and administration for a variety of trust accounts, which may include Settlement, Special Needs, SAM Trusts, Directed Trusts and court supervised trusts, ensuring compliance with applicable laws, regulations, policies and procedures.Role...

Job DescriptionJob DescriptionTop 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Milwaukee office.Qualified candidates must have 4-7 years of experience and must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting...

Our Fortune 100 client is seeking an Assistant Director- High Net Worth Tax Planning to join their leadership team. You will be part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in-depth case consultation and strategy, reviews legal, tax and financial documentation, and...

Job DescriptionJob DescriptionOur Fortune 100 client is seeking an Assistant Director- High Net Worth Tax Planning to join leadership. The candidate must either reside in Milwaukee, the Chicago area. They are open to NYC but have a strong preference for Milwaukee or Chicago area.Summary:Part of a team of financial professionals that design plans and...

Our team is growing, and we have an opening for an Audit Supervisor! We are looking for candidates who are skilled accountants, great team players, and active members of their communities. Perks Hybrid work schedule (Tuesday & Wednesday in-office) 3 weeks of PTO 9 paid holidays Summer Fridays off Responsibilities Scheduling, planning, supervision, and...

Job DescriptionJob Description Job DescriptionHeavy Phone handling of Customer Service Team phone lineEnsure effective, efficient, and timely customer care for orders received via email and phone; polite and courteous response is criticalRespond to customer inquiries and troubleshoot problems as they occur, getting to the root cause of the concern...

**JOB DESCRIPTION** Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Direct and supervise all functions, duties and activities for the department. Support the day-to-day functions of the Grocery operations. Embrace the Customer 1st strategy and...

The UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. How you will spend your time: - Produce not-in-good order reporting to clients - Could be anything from missing birth dates, death certificates, W9’s, etc. - Communicating with internal...

Located in Milwaukee, WI is looking for a Mandarin speaking Accountant for a Full Time assignment.Fluent verbal and written in both Chinese and English - Relocation Assistance Available Job Responsibilities: - Maintain daily transactions, including accounts payable/receivable and general ledger - Perform Month-end and Year-end closing and prepare monthly...

Job DescriptionJob DescriptionUnique opportunity to lead a small single family office in downtown Milwaukee.This is a newly created position, but we have a strong team in place attorney, controller, administrative support team plus long-term outsourced advisors for tax, accounting, and legal.Your role would be focused on two areas responsibility for...

Unique opportunity to lead a small single family office in downtown Milwaukee.   This is a newly created position, but we have a strong team in place – attorney, controller, administrative support team plus long-term outsourced advisors for tax, accounting, and legal.   Your role would be focused on two areas – responsibility for oversight of all...

**The Vice President of Human Resources is responsible for the planning, implementation, management and administration and communication of all HR programs and projects for VISIT Milwaukee. Functions include, but are not limited to, staffing, employee relations, compensation and benefits, labor relations, safety and employee evaluation and development....

Trusted is seeking an experienced allied health professional for this exciting travel assignment. Trusted has streamlined the travel experience by enabling clinicians to apply directly to jobs without the need for recruiters. This unique approach provides more transparency, eliminates pesky calls from recruiters, and puts more money in your pocket. Join the...

Trusted is seeking an experienced allied health professional for this exciting travel assignment. Trusted has streamlined the travel experience by enabling clinicians to apply directly to jobs without the need for recruiters. This unique approach provides more transparency, eliminates pesky calls from recruiters, and puts more money in your pocket. Join the...

Job Description Trusted is seeking an experienced allied health professional for this exciting travel assignment. Trusted has streamlined the travel experience by enabling clinicians to apply directly to jobs without the need for recruiters. This unique approach provides more transparency, eliminates pesky calls from recruiters, and puts more money in your...

Looking for self-motivated individual that enjoys looking for opportunities of process improvement while not shying away from the needed accuracy and timeliness that the role requires. Under the direction of the Accounting Supervisor, this position is responsible for preparing the month-end financial statements in accordance with company and accounting...

Dialysis Travel Registered Nurse / RNThe Dialysis Travel Registered Nurse provides direct patient care for assigned patients and assists in care of other patients as needed.The Dialysis Travel Registered Nurse performs all technical aspects of dialysis procedures including:Assessing patient response to dialysis therapy.Making appropriate adjustments and...

Dialysis Travel Registered Nurse / RNThe Dialysis Travel Registered Nurse provides direct patient care for assigned patients and assists in care of other patients as needed.The Dialysis Travel Registered Nurse performs all technical aspects of dialysis procedures including:Assessing patient response to dialysis therapy.Making appropriate adjustments and...

At HSA Bank, we’re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to join us? **Job Summary**: A Contact Center Lead is responsible...

Job DescriptionJob DescriptionThe Research Coordinator is an integral part of the Design and Analytics team that bolsters the efforts of our advisors in a wide array of situations and applications. The Research Coordinator will have the opportunity to be a part of a department whose capabilities become increasingly critical in how we do business. As...