- Wipfli LLP (Milwaukee, WI)
- …and in some instances both. Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards ... of the firm + Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience in tax and/or audit work,… more
- Wipfli LLP (Milwaukee, WI)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional… more
- Wipfli LLP (Eau Claire, WI)
- …tax or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards ... of the firm + Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience in tax and/or audit work,… more
- Wipfli LLP (Wausau, WI)
- …tax or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards ... of the firm + Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience in tax and/or audit work,… more
- World Insurance Associates, LLC. (Waukesha, WI)
- …alerts from custodians + May buy and sell investments for clients at the advisor 's discretion + Maintain electronic filing system, clear folders at the COB each day ... review accounts for compliance requirements + Schedule client meetings with appropriate advisor + Coordinate the pick-up and delivery of express mail services (UPS,… more
- Wipfli LLP (De Pere, WI)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional… more
- Deloitte (Milwaukee, WI)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting,… more
- Deloitte (Milwaukee, WI)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more