Financial Tax Services Manager

7 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full time
Job Title: Financial Tax Services Manager

We are seeking a highly experienced Financial Tax Services Manager to join our team at Northwestern Mutual. In this role, you will be responsible for managing the delivery of tax planning services to our clients, including the analysis of income tax records and returns of individuals and flow-through entities.

You will partner with other professionals on the team and advisors to deliver tax planning strategies and solutions for clients. To succeed in this position, you should have a strong background in individual income tax experience, preferably with a national, regional or local accounting firm, family office or financial services company.

A bachelor's degree in Accounting is required, while a Master's degree in Accounting is preferred. The ideal candidate will possess excellent client-centric verbal and written communication skills, with the ability to articulate complex tax concepts in an understandable way. Experience in high-net-worth individuals and familiarity with income tax planning software and tools are also desirable.

Northwestern Mutual offers a competitive salary range for this position, which will be determined by factors such as skills, education, training, credentials, and experience. We are committed to providing a supportive work environment and offer flexible work schedules.



  • Milwaukee, Wisconsin, United States JTH Tax , Inc. Full time

    Job Title: Supervisory Tax Services CoordinatorSalary: $55,000 - $75,000 per yearThis position is responsible for overseeing the day-to-day operations of individual tax preparation offices, ensuring compliance with company policies and regulations, and delivering exceptional customer experiences.Main Responsibilities:Office Operations:Develop and implement...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Wintrust Financial is a leading financial holding company with approximately $50 billion in assets under management. We operate 15 community bank subsidiaries with over 170 banking locations in the Chicago and southern Wisconsin market areas.About the JobThis Assistant Branch Manager position plays a critical role in driving financial results and delivering...


  • Milwaukee, Wisconsin, United States JTH Tax , Inc. Full time

    Tax Office Supervisor Job SummaryWe are seeking a motivated and results-driven Tax Office Supervisor to lead our tax preparation office teams. As a key leader, you will be responsible for driving office success, delivering exceptional customer service, and maintaining compliance.Main ResponsibilitiesRecruit, train, and develop office staff, fostering a...

  • Tax Professional

    7 days ago


    Milwaukee, Wisconsin, United States Liberty Tax Full time

    About the OpportunityWe're looking for experienced tax professionals to join our team as Seasonal Tax Associates at Liberty Tax.As a Seasonal Tax Associate, you'll have the opportunity to work alongside seasoned professionals who are passionate about providing top-tier service to our clients.Our ideal candidate has a minimum of 2 years of recent professional...

  • Tax Consultant

    1 week ago


    Milwaukee, Wisconsin, United States Liberty Tax Full time

    Liberty Tax is seeking experienced tax professionals and entry-level support staff to join our team as Seasonal Tax Associates.Key Responsibilities:Prepare accurate and timely federal and state tax returns for individuals and small businesses.Assist with complex tax situations and ensure full compliance with tax regulations.Conduct due diligence and utilize...

  • Tax Professional

    6 days ago


    Milwaukee, Wisconsin, United States Liberty Tax Full time

    Job OverviewWe are seeking experienced tax professionals to join our team at Liberty Tax. As a seasonal tax specialist, you will have the opportunity to work with a dynamic and supportive team, delivering exceptional service and value to our clients.The ideal candidate will possess a minimum of 2 years of recent professional experience in tax preparation or...


  • Milwaukee, Wisconsin, United States Liberty Tax Full time

    At Liberty Tax, we're committed to delivering exceptional service and value to our clients. As a Seasonal Tax Associate, you'll play a critical role in helping us achieve this goal.Job Overview:We're seeking experienced tax professionals and entry-level support staff to join our team for a variety of roles. Whether you're an experienced tax preparer or...


  • Milwaukee, Wisconsin, United States Liberty Tax Full time

    About the JobWe're seeking a Seasonal Tax Associate to join our team at Liberty Tax.This is an excellent opportunity for someone with experience in tax preparation or accounting to learn and grow with our company.You'll work closely with our team to prepare tax returns, assist with customer service, and develop your skills in tax preparation and...


  • Milwaukee, Wisconsin, United States Liberty Tax Full time

    Job OverviewLiberty Tax is seeking a Seasonal Tax Associate to join our team in Hales Corners.This is a seasonal position that offers flexible hours and the opportunity to work alongside experienced tax professionals.You'll have the chance to learn and grow with our company while assisting with tax return preparation, customer service, and other office...


  • Milwaukee, Wisconsin, United States Liberty Tax Full time

    About the RoleLiberty Tax is seeking a skilled accounting associate to join our team. As a seasonal tax professional, you will play a key role in delivering top-tier service to our clients, providing exceptional customer service and building strong relationships.You will have the opportunity to work alongside seasoned professionals who are passionate about...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Job DescriptionAs a Relationship Banker at Wintrust Financial, you will be responsible for building and maintaining strong relationships with customers, providing them with personalized financial solutions tailored to their needs. This role requires excellent communication and interpersonal skills, as well as the ability to identify customer financial needs...


  • Milwaukee, Wisconsin, United States JTH Tax , Inc. Full time

    About the RoleWe are seeking an experienced Administrative Manager to oversee the daily operations of our tax preparation offices. As a key member of our team, you will be responsible for ensuring efficient office management, maintaining compliance, and delivering exceptional customer service.Key ResponsibilitiesManage office operations, adhering to company...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Wintrust Financial is a dynamic and growing company that offers a unique blend of traditional banking services and innovative financial solutions. As a Financial Services Professional, you'll have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service to our customers.About the Role:In this role,...


  • Milwaukee, Wisconsin, United States Mosaic Financial Partners Full time

    About the RoleWe are seeking a highly skilled and organized Financial Services Coordinator to join our team at Mosaic Financial Partners.As a key member of our operations team, you will play a vital role in supporting the daily activities of our financial advisors and ensuring the smooth delivery of our services to clients.Job ResponsibilitiesPrepare and...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    About Us:At Wintrust Financial Corporation, we pride ourselves on being a leader in community banking. With over 200 retail banking locations across 16 community bank subsidiaries, we offer a wide range of financial services to individuals and businesses.Your Role:As a Relationship Banker, you will play a critical role in helping our customers achieve their...


  • Milwaukee, Wisconsin, United States LHH Recruitment Solutions Full time

    Job OverviewWe are seeking a highly skilled Financial Tax Professional to join our team in Milwaukee, WI. As a key member of our tax preparation team, you will play a critical role in ensuring the accuracy and efficiency of individual and small business tax returns.Salary: $20.00 to $25.00 per hourAbout the RoleAs a Financial Tax Professional, you will be...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    As a customer service representative at Wintrust Financial, you will be responsible for delivering exceptional banking experiences to our clients. We are seeking a motivated and detail-oriented individual to join our team as a Teller.About UsWintrust Financial is a leading financial holding company with a strong presence in the Chicago area. Our company...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    We are seeking a skilled Tax Specialist to join our team at Northwestern Mutual, where we invest in our people and make a positive difference. This is an exciting opportunity to work with a strong and growing company that values innovation and excellence.**About the Role**The successful candidate will be responsible for preparing complete and accurate tax...

  • Financial Manager

    6 days ago


    Milwaukee, Wisconsin, United States WFA Staffing Group Full time

    Job DescriptionWe are a Milwaukee-based custom manufacturer and designer of fixtures and furniture seeking an experienced Financial Manager to join our team.This role will report directly to the President, overseeing all financial and administrative duties across the organization.Key Responsibilities:Prepare accurate and timely monthly and annual financial...


  • Milwaukee, Wisconsin, United States JTH Tax , Inc. Full time

    Job Title: Office Business DirectorSalary: $50,000 - $70,000 per yearThe Office Supervisor plays a critical role in ensuring the success of individual tax preparation offices by overseeing daily operations, maintaining compliance, and delivering exceptional customer experiences.Main Objectives:Operational Excellence:Develop and implement effective strategies...