Manager - Tax Services (Wealth Management)

Tax Manager -Compliance and Technology (39039) Our client is an organization in the Milwaukee area is looking for a Tax Manager. This company is looking for someone with 3+ years of tax software experience, experience with tax process improvement, and strong attention to detail. This position is hybrid. The Tax Manager will be responsible for, but not...

Our partner is hiring a Tax Manager to assist with tax compliance and planning. You will lead tax-related assignments, stay informed of changing tax laws, ensure compliance, and minimize tax liabilities for clients. DUTIES & RESPONSIBILITIES Execute tax engagements from start to finish, ensuring budget allocations are met Supervise and complete tax...

Job Summary: A STS SALT Senior Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.  In this role, the STS SALT Senior Manager will be charged with marketing, networking and business...

Job DescriptionJob DescriptionRoleAs an Associate Financial Adviser, you will work in a supportive role with our senior Financial Advisers in delivering all aspects of financial management. The longer-term goal for this position is to work directly with clients, move into a senior adviser role, help develop new client relationships and assume leadership...

Overview: This position is the primary internal contact for JFG Wealth advisors and other front office associates (collectively Wealth Users) for any support needed in working with our primary custodian (BNYM Pershing) and the Wealth application suite of technologies including NetX360, Proposal Tool, Client Onboarding, Tamarac Reporting and CRM (Wealth...

Overview: Primary responsibility is to provide comprehensive support to the Wealth Fiduciary Advisors within a specific geographic area. The Wealth Fiduciary Assistant will be responsible for delivering a high degree of business professionalism that will enhance the client experience and positively impact new business development, client referral and...

Overview: This position is the primary internal contact for JFG Wealth advisors and other front office associates (collectively “Wealth Users”) for any support needed in working with our primary custodian (BNYM Pershing) and the Wealth application suite of technologies including NetX360, Proposal Tool, Client Onboarding, Tamarac Reporting and CRM...

Milwaukee, WIRemote Available Full-time $120,000.00 - $160,000.00Posted 04/16/2024We are a local full service CPA in the north Chicago area and have been in business for 80 years. Construction &Contractors, Real Estate, Manufacturing & Distribution, and Closely held businesses are the industries we service. What You Will Be DoingAdvise clients on a full...

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...

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 client is seeking a highly motivated and detail-oriented Tax Associate. Contract hybrid role through 9/13/2024. Payrate: $17/hr ABOUT THE ROLE: Assist with basic tax workpaper preparation included book to tax calculations, tax allocations, and tax return preparation. Assist various team members with tax compliance and tax return preparation....

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, t Wealth Advisor, Wealth, Sales Leader, Private, Advisor, Financial Planning, Business Services

Job DescriptionJob DescriptionFreelance Recruiters is excited to partner with a client in Milwaukee, WI, in its search for its first full-time Tax Specialist.Our partner is a 1.2B manufacturer that specializes in the design and manufacturing of power and control electronics (frequency converters, process automation and control systems), and electrical...

Freelance Recruiters is excited to partner with a client in Milwaukee, WI, in its search for its first full-time Tax Specialist. Our partner is a 1.2B manufacturer that specializes in the design and manufacturing of power and control electronics (frequency converters, process automation and control systems), and electrical machines (generators and motors)....

Job DescriptionJob DescriptionFreelance Recruiters is excited to partner with a client in Milwaukee, WI, in its search for its first full-time Tax Specialist.Our partner is a 1.2B manufacturer that specializes in the design and manufacturing of power and control electronics (frequency converters, process automation and control systems), and electrical...

Job DescriptionJob DescriptionPlease send your resume in Word format if you are interested in a Director of Accounting & Tax opening located in Milwaukee, WI 53202. Salary for this role is going to be in the $180K-$220K range + bonus potential and AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do...

We are seeking a SAP Tax Functional consultant with European implementation experience to join Donyati.Key ResponsibilitiesTechnical Skills:SAP Knowledge: Proficiency in SAP functionality, particularly in modules related to Tax configuration for indirect and withholding taxesEuropean Taxation Systems: Understanding of European taxation laws and regulations,...

We are seeking a SAP Tax Functional consultant with European implementation experience to join Donyati.Key ResponsibilitiesTechnical Skills:SAP Knowledge: Proficiency in SAP functionality, particularly in modules related to Tax configuration for indirect and withholding taxesEuropean Taxation Systems: Understanding of European taxation laws and regulations,...

We are seeking a SAP Tax Functional consultant with European implementation experience to join Donyati.Key ResponsibilitiesTechnical Skills:SAP Knowledge: Proficiency in SAP functionality, particularly in modules related to Tax configuration for indirect and withholding taxesEuropean Taxation Systems: Understanding of European taxation laws and regulations,...

Freelance Recruiters is excited to partner with a client in Milwaukee, WI, in its search for its first full-time Tax Specialist. Our partner is a 1.2B manufacturer that specializes in the design and manufacturing of power and control electronics (frequency converters, process automation and control systems), and electrical machines (generators and...