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Goodwill TalentBridge is recruiting a Staff Accountant - Finance and Tax Analyst for this direct hire role with our client, a  wealth management firm.
Great role for recent college grads and those with up to 3 years' experience in the accounting field.  
In this role you will work within a team-oriented environment to apply the principles of accounting and tax concepts to complete projects of varying difficulty related to all firm-provided services. Our client provides innovative solutions in areas of tax and estate planning, investment advisory, outsourced accounting, and business consulting services. You will work with varied disciplines and assignments, drawing on your knowledge of accounting, tax and investments providing customized solutions for your clients including tax preparation, estate diagramming, investment performance reporting, and materials research and preparation for client meetings.
This role offers competitive salary, profit sharing as well as comprehensive benefits within a collaborative team environment along with consistent schedule.
Apply today to join a collaborative and welcoming team, with variety in your work and opportunities for career advancement!
Requirements:
Education: Bachelor's (Required) in Accounting
Work authorization: United States (Required)
Benefits:
<ul>
<li>Paid time off</li>
<li>Health insurance</li>
<li>Dental insurance</li>
<li>Healthcare spending or reimbursement accounts such as HSAs or FSAs</li>
<li>Other types of insurance</li>
<li>Retirement benefits or accounts</li>
<li>Profit sharing</li>
<li>Education assistance or tuition reimbursement</li>
<li>Child Care benefits</li>
<li>Workplace perks such as food/coffee and flexible work schedules</li>
</ul>

Finance and Tax Analyst

Senior Finance &amp; Tax Analyst
Goodwill TalentBridge is recruiting a Senior Finance &amp; Tax Analyst in this direct hire role to work for our client, a wealth management firm in Waukesha County. In this role you would work with directors and managers to manage an assigned client base, act as point of contact for clients and firm leadership to keep all parties informed of projects status. Supervises and reviews simple and complex tax returns and projects of assigned staff members, prepares and reviews returns for submission to leadership for final review. This role acts as a lead to others and participates in training of staff.
Our client offers a collaborative team culture, variety within the work and consistent work schedule. The ideal candidate will be highly organized and collaborative and enjoy leading innovative teams. Competitive compensation package with performance based profit sharing program and comprehensive benefits. Apply today!

Senior Finance & Tax Analyst

Goodwill TalentBridge, along with our client, a financial institution in the Milwaukee area, is recruiting for Universal Bankers. Current openings are located in Oconomowoc, West Bend, Grafton and Hartland.
These are direct-hire, benefit eligible opportunities, 1st Shift Monday-Friday, pay starting at $17+ per hour! Both full-time and part-time positions available.
 Job Responsibilities
<ul>
<li>Accurately process and handle various customer transactions with a high degree of accuracy, confidentiality, and enthusiasm.  These transactions can include, but are not limited to: cash handling, deposits, withdrawals, loan payments, bond redemptions, check cashing, cashier’s checks, closing accounts, processing of general ledger debits/credits, packaging coins and currency, logging and processing night depository, and placing deposit holds.</li>
<li>Build and strengthen customer relationships.</li>
<li>Resolve issues or refer to appropriate employee to ensure customer satisfaction and retention.</li>
<li>Actively acquire new banking relationships and open new accounts </li>
<li>Promote and explain our suite of digital services to increase use and security</li>
<li>
Process stop payment requests, wire transfers/fund transfers, and places check orders. Proactively assist customers in renewing CDs.
</li>
<li>Develop and cultivate long-term business and consumer relationships. </li>
<li>Increase customer engagement through ongoing follow-up and meaningful conversations.</li>
<li>Ensure the branch is properly organized and stocked with forms, supplies, etc.</li>
<li>Maintain confidentiality of information and records and shares information only as appropriate.  </li>
<li>Assist other bankers, as needed, to open, maintain and close all deposit products and services.</li>
<li>Keep informed of, and strictly adhere to all bank procedures and industry regulations.</li>
</ul>
Requirements
<ul>
<li>High school diploma or GED</li>
<li>Basic keyboarding skills and the ability to navigate in a Microsoft environment.</li>
<li>Ability to operate office equipment of varying heights, sizes and positions by reaching, handling, fingering, bending, stooping, kneeling and feeling</li>
<li>Ability to lift and carry a weight of up to 20 pounds for a short period of time.</li>
</ul>
Nice-to-Have
<ul>
<li>Knowledge of bank products and services</li>
<li>1+ year of retail banking experience</li>
</ul>

Universal Banker

Accountant – Legal Services
Accounting Professionals, join a growing team in a well-respected and established law firm.  Contribute your general accounting knowledge.  Team-oriented culture and great benefits, hybrid work schedule.  Apply today!
Goodwill TalentBridge is seeking an accountant in this direct hire role with our client, an established law firm in Milwaukee.  This accountant role will perform a variety of accounting duties including accounts payable, process employee expenses and administer the employee credit card program, GL reconciliations, and assist with projects of varying size and complexity.  Our client offers a well-appointed office environment, hybrid schedule, comprehensive benefits, and competitive salary.  
Accounting degree and 2-4 years’ accounting experience are a requirement of this role.  The ideal candidate will be highly organized, have the ability to work independently, posses’ great attention to detail and the ability to problem-solve.  Excellent written and verbal communication skills with a team player mindset.  Proficiency in MS Office programs required.

Accountant

Goodwill TalentBridge, along with our client, a banking institution in the Milwaukee area is recruiting for Associate Bankers.
This is a great opportunity with an established financial institution. These are direct hire opportunities with full and part time openings. Hours are Monday – Friday, first shift and the pay is $20/hour.
Delivers exceptional service to customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with partners to deliver the desired customer experience and achieve overall business objectives.
<ul>
<li>Collaborates with partners to identify referral opportunities that further grow the customer’s relationship beyond personal banking. </li>
<li>Welcomes and guides customers as they walk into the branch lobby and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with. </li>
<li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. </li>
<li>Meets customer transaction-based needs with seamless execution. </li>
<li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. </li>
<li>Contributes to meeting branch business results and the customer experience. </li>
<li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). </li>
<li>Acts as a key member of a collaborative and versatile branch and market team. </li>
<li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. </li>
<li>Organizes work information to ensure accuracy and completeness. </li>
<li>Takes the initiative to find creative approaches that make each customer’s experience feel personal. </li>
<li>Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. </li>
<li>Contributes to business results and the overall experience delivered in the branch. </li>
<li>May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. </li>
<li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest. </li>
<li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. </li>
<li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. </li>
<li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. </li>
<li>Complies with legal and regulatory requirements for the jurisdiction. </li>
<li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. </li>
<li>Completes complex &amp; diverse tasks within given rules/limits. </li>
<li>Analyzes issues and determines next steps; escalates as required. </li>
<li>Broader work or accountabilities may be assigned as needed. </li>
</ul>
Qualifications:
<ul>
<li>Bilingual Preferred</li>
<li>Typically, between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. </li>
<li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. </li>
<li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. </li>
<li>Basic knowledge of specialized sales and business banking solutions to refer to specialists. </li>
<li>Passionate commitment to helping customers. </li>
<li>Drive to deliver a personal customer experience. </li>
<li>A focus on results and the ability to thrive in a consultative sales and team-based environment. </li>
<li>Resourceful self-starter with courage and confidence to approach customers. </li>
<li>Readiness to collaborate and work in different capacities as part of a team. </li>
<li>Strong interpersonal skills, including the ability to build rapport and connections with customers.</li>
<li> An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. </li>
<li>Basic specialized knowledge. </li>
<li>Verbal &amp; written communication skills - Good. </li>
<li>Organization skills - Good. </li>
<li>Collaboration &amp; team skills - Good. </li>
<li>Analytical and problem-solving skills - Good.</li>
</ul>

6 Finance Jobs in Wisconsin