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Top Hybrid Finance Jobs in Milwaukee, WI

3+ Job Results
2 Days Ago
Milwaukee, WI, USA
Hybrid
8,400 Employees
75K-140K Annually
Senior level
8,400 Employees
75K-140K Annually
Senior level
Fintech • Insurance • Financial Services
As a High Net Worth Tax Planning Consultant, you will collaborate with CPA team members to design and implement financial plans for high-net-worth clients. You will analyze clients' financial situations, provide recommendations, and assist in delivering comprehensive financial solutions with an emphasis on tax optimization and estate planning.
Top Benefits:
401-K
401-K Matching
Adoption Assistance
+59 More
3 Days Ago
Milwaukee, WI, USA
Remote
Hybrid
3,300 Employees
Mid level
3,300 Employees
Mid level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Senior Accountant, Tax oversees tax compliance and advisory for high net worth clients, managing client relationships, reviewing tax returns, leading service execution, researching technical tax matters, and participating in business development efforts. The role also involves mentoring junior staff and ensuring adherence to tax provision and accounting standards.
Top Benefits:
401-K
401-K Matching
Adoption Assistance
+57 More

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