• 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
    DirectEmployers Association (09/30/25)
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  • 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
    DirectEmployers Association (09/05/25)
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  • 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
    DirectEmployers Association (09/01/25)
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  • 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
    DirectEmployers Association (08/30/25)
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  • Customer Support Account Manager

    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
    World Insurance Associates, LLC. (09/10/25)
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  • Experienced Staff Accountant

    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
    Wipfli LLP (10/07/25)
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  • Tax Manager - Private Wealth

    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 (08/20/25)
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  • Tax Senior - Private Wealth

    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
    Deloitte (08/18/25)
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