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    17 results for Accountant in Sun Prairie, WI

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    Senior Accountant role in Beloit, WI that is hybrid 2-3 days a week. For immediate consideration contact Jon Wright at 608-338-1052.


    We are looking for an experienced Senior Accountant to help oversee critical financial operations and ensure compliance with SaaS-specific accounting standards. Based in Beloit, Wisconsin, this role requires a detail-oriented individual with a CPA license and expertise in revenue recognition, subscription-based billing, and deferred revenue management. If you have a strong background in technical accounting and thrive in fast-paced environments, and want hybrid work flexibility, this is the role for you.


    Responsibilities:

    • Manage revenue recognition processes in alignment with ASC 606 standards.

    • Reconcile accounts and balance sheets to ensure financial accuracy and compliance.

    • Prepare, review, and post journal entries for month-end close activities.

    • Maintain and update the general ledger to reflect accurate financial data.

    • Analyze and manage deferred revenue and subscription billing operations.

    • Collaborate with cross-functional teams to address accounting issues and improve processes.

    • Utilize advanced Microsoft Excel skills to perform detailed financial analyses.

    • Ensure compliance with SaaS-specific accounting practices and company policies.

    • Assist in preparing reports and documentation for audits and external reviews.

    • Provide insights and recommendations to enhance financial reporting and operational efficiency.

    • A minimum of 5 years of experience in accounting, preferably in a SaaS environment.

    • Proficiency in ASC 606 revenue recognition standards.

    • Strong skills in account reconciliation and balance sheet management.

    • Expertise in general ledger maintenance and journal entry preparation.

    • Advanced proficiency in Microsoft Excel for financial analysis.

    • CPA certification is required.

    • Experience with subscription billing models and deferred revenue management.

    • Ability to work effectively in a fast-paced, dynamic environment.

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

    17 results for Accountant in Sun Prairie, WI

    Sr. Accountant
    • Beloit, WI
    • onsite
    • Permanent
    • 90000.00 - 110000.00 USD / Yearly
    • <p><strong>Senior Accountant role in Beloit, WI that is hybrid 2-3 days a week. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>We are looking for an experienced Senior Accountant to help oversee critical financial operations and ensure compliance with SaaS-specific accounting standards. Based in Beloit, Wisconsin, this role requires a detail-oriented individual with a CPA license and expertise in revenue recognition, subscription-based billing, and deferred revenue management. If you have a strong background in technical accounting and thrive in fast-paced environments, and want hybrid work flexibility, this is the role for you.</p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition processes in alignment with ASC 606 standards.</p><p>• Reconcile accounts and balance sheets to ensure financial accuracy and compliance.</p><p>• Prepare, review, and post journal entries for month-end close activities.</p><p>• Maintain and update the general ledger to reflect accurate financial data.</p><p>• Analyze and manage deferred revenue and subscription billing operations.</p><p>• Collaborate with cross-functional teams to address accounting issues and improve processes.</p><p>• Utilize advanced Microsoft Excel skills to perform detailed financial analyses.</p><p>• Ensure compliance with SaaS-specific accounting practices and company policies.</p><p>• Assist in preparing reports and documentation for audits and external reviews.</p><p>• Provide insights and recommendations to enhance financial reporting and operational efficiency.</p>
    • 2025-05-22T14:38:48Z
    Sr. Accountant
    • Madison, WI
    • onsite
    • Permanent
    • 75000.00 - 90000.00 USD / Yearly
    • <p><strong>Exciting Sr. Accountant Opportunity – Madison, WI (Hybrid!)</strong> &#128188;</p><p><br></p><p>Are you an experienced accounting professional looking to play a vital role in supporting and driving project financial success? We are searching for a <strong>Sr. Accountant</strong> to join a growing team in Madison. This role offers the chance to take ownership of essential accounting functions, collaborate across teams, and contribute to process improvement efforts. Let's elevate your career together! If you're ready to make an impact, we’d love to connect with you! &#128222; Call <strong>608-716-5643</strong> today for consideration and more details!</p><p><br></p><p><strong>What You'll Be Doing</strong>:</p><ul><li>Manage project setup/close-out, revenue recognition, invoicing controls, and resolve complex billing issues</li><li>Prioritize workflow, maintain data for billing systems, and support invoicing processes</li><li>Perform month-end close activities, including revenue recognition, accruals, and GL tie-outs to comply with US GAAP standards (may require some weekend/holiday work)</li><li>Support and oversee financial audits (project- and customer-based) and ensure compliance with all financial policies and controls</li><li>Maintain cashflow projections, invoicing forecasts, and optimize working capital</li><li>Collaborate with credit and collections to ensure timely cash receipts and resolve payment delays</li></ul>
    • 2025-05-09T15:44:28Z
    Sr. Accountant
    • Mcfarland, WI
    • onsite
    • Permanent
    • 85000.00 - 100000.00 USD / Yearly
    • <p><strong><u>Sr. Accountant needed near McFarland! </u></strong></p><p><br></p><p>Our Madison Robert Half team has partnered on an exciting opportunity for a Sr. Accountant near McFarland, Wisconsin. Reporting to the Accounting Manager, this role involves ensuring accurate financial transactions, assisting with research and analysis, and supporting month and year-end. The ideal candidate will have a Bachelor's Degree in Accounting and a full understanding of the accounting process. A CPA designation is preferred! &#128222; Call <strong>608-716-5643</strong> today for consideration and more details!</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Oversee financial transactions to ensure accurate and timely reporting in line with best practices and accounting standards</li><li>Prepare and review monthly account reconciliations, maintaining high levels of accuracy and resolving discrepancies promptly</li><li>Develop and manage recurring journal entries to streamline financial processes and ensure consistency</li><li>Support internal and external audit activities</li><li>Provide proactive financial analysis and partner with various departments to enhance operational decision-making</li><li>Contribute to the application and implementation of technical accounting principles while supporting process improvements</li><li>Utilize and leverage ERP systems and software tools</li><li>Collaborate cross-functionally across the organization, demonstrating strong communication, problem-solving, and teamwork skills</li></ul><p><br></p>
    • 2025-06-05T16:58:57Z
    Staff Accountant
    • Pewaukee, WI
    • onsite
    • Contract / Temporary to Hire
    • - USD / Hourly
    • We are looking for a detail-oriented Staff Accountant to join our team in Pewaukee, Wisconsin. This is a Contract to permanent position offering the opportunity to contribute to a collaborative and focused environment. The role involves managing key accounting functions, including accounts payable, accounts receivable, and payroll processing, while ensuring compliance with state and federal regulations.<br><br>Responsibilities:<br>• Oversee accounts payable and accounts receivable processes, ensuring accurate and timely transactions.<br>• Perform bank reconciliations and maintain the general ledger to support financial accuracy.<br>• Process invoices and payments efficiently, adhering to company policies.<br>• Manage payroll processing and ensure compliance with multi-state tax and government agency filing requirements.<br>• Assist with month-end close activities, including preparing journal entries and financial reports.<br>• Collaborate with the accounting team to support overall financial operations and reporting.<br>• Utilize proprietary accounting systems and tools to streamline workflows and maintain data integrity.<br>• Leverage advanced Microsoft Excel skills to analyze financial data and create detailed reports.
    • 2025-05-22T02:48:44Z
    Sr. Tax Accountant
    • Madison, WI
    • onsite
    • Permanent
    • 75000.00 - 85000.00 USD / Yearly
    • We are looking for an experienced and detail-oriented Senior Tax Accountant to join our team in Madison, Wisconsin. In this role, you will play a key part in managing financial records, preparing tax returns, and ensuring compliance with ever-changing tax regulations. This position offers an excellent opportunity to contribute to a dynamic financial services firm specializing in wealth management, tax planning, and alternative investments.<br><br>Responsibilities:<br>• Prepare and file accurate federal, state, and local tax returns for both individual and small business clients.<br>• Develop tax strategies to optimize liabilities while staying updated on changes in tax laws and regulations.<br>• Liaise with tax authorities to address audits and inquiries as required.<br>• Maintain and update financial records, including accounts payable, accounts receivable, and general ledger entries.<br>• Reconcile financial accounts and resolve discrepancies to ensure accuracy.<br>• Oversee payroll processes for small business clients, ensuring timely and precise transactions.<br>• Generate financial reports, including profit and loss statements, balance sheets, and cash flow analyses.<br>• Ensure compliance with internal financial policies and external regulatory standards.<br>• Monitor changes in the regulatory environment and implement necessary policy adjustments.<br>• Establish and maintain internal controls to protect financial assets and data integrity.
    • 2025-05-23T16:34:16Z
    Accounting Specialist
    • Portage, WI
    • onsite
    • Permanent
    • 25.00 - 25.52 USD / Hourly
    • We are looking for an experienced Accounting Specialist to join our team in Portage, Wisconsin. This role involves managing various accounting functions, preparing detailed financial reports, and ensuring accuracy in reconciliations and billing processes. The ideal candidate should be highly organized, detail-oriented, and proficient in accounting systems and software.<br><br>Responsibilities:<br>• Perform a variety of accounting tasks, including managing purchase orders, vouchers, journal entries, receipts, and timesheets.<br>• Assist in creating and reviewing accounting reports, schedules, and analyses for departmental operations.<br>• Reconcile accounts and grants to ensure accuracy and compliance.<br>• Prepare and transmit billing for units of service using applicable state systems.<br>• Manage client billing processes, including monthly reconciliations and audit trail generation.<br>• Maintain and update cost centers for various programs and units.<br>• Operate accounting systems such as JD Edwards and input statistical data for state reporting.<br>• Compile and review grant claims while ensuring proper documentation.<br>• Utilize Microsoft Excel and other Office applications extensively for data analysis and reporting.<br>• Collaborate with Medicaid and insurance companies as needed to resolve billing issues.
    • 2025-05-29T19:58:44Z
    Accounting Manager
    • Milton, WI
    • onsite
    • Permanent
    • 65000.00 - 85000.00 USD / Yearly
    • <p><strong>Accounting Manager role in Milton, WI. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Robert Half is looking for an Accounting Manager for a local transportation company in Milton, WI. The role involves leading our accounting department and ensuring the accuracy and efficiency of the financial operations. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Overseeing activities related to Accounts Payable, Accounts Receivable, Billing, Collections, and Payroll.</p><p>• Conducting general ledger tasks, including journal entries and reconciliations.</p><p>• Generating, reviewing, and submitting periodic financial reports.</p><p>• Analyzing and reporting on variances in financial statements.</p><p>• Identifying and implementing improvements in accounting processes in collaboration with leadership.</p><p>• Assisting in the development of budgets and forecasts.</p><p>• Conducting regular cost reduction analysis.</p><p>• Training new and existing Accounting staff based on business needs.</p><p>• Managing the close process at the end of each month, quarter, and year.</p><p>• Preparing sales and use tax and franchise tax returns.</p><p>• Leading year-end audit/review initiatives.</p><p>• Maintaining and updating documented accounting policies and procedures.</p>
    • 2025-05-28T19:29:41Z
    Accounting Manager
    • Waunakee, WI
    • onsite
    • Permanent
    • 80000.00 - 95000.00 USD / Yearly
    • <p><strong>Accounting Manager in Waunakee, WI. For immediate consideration, contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>We are working with a construction company in Waunakee that is looking for an experienced Accounting Manager to oversee financial operations and provide critical administrative support for the business. This role ensures accurate and up-to-date financial records, timely reporting, and efficient management of bookkeeping and clerical functions.</p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain accurate financial records, ensuring compliance with relevant accounting standards.</p><p>• Oversee accounts payable and receivable processes, including timely billing and collections.</p><p>• Process full-cycle payroll and ensure accurate reporting of employee compensation.</p><p>• Prepare and analyze financial statements to inform business decisions.</p><p>• Implement and manage AIA billing procedures for construction-related projects.</p><p>• Utilize accounting software such as Sage CRE 300 and QuickBooks Online to streamline financial operations.</p><p>• Ensure timely and accurate preparation of invoices and payment reconciliations.</p><p>• Provide administrative support to other departments, ensuring smooth day-to-day operations.</p><p>• Develop and enforce accounting policies and procedures to improve efficiency and accuracy.</p>
    • 2025-05-14T18:43:42Z
    Accounting Manager
    • Watertown, WI
    • onsite
    • Permanent
    • 100000.00 - 120000.00 USD / Yearly
    • <p><strong>Accounting Manager role in Johnson Creek, WI that is hybrid 1-2 days a week. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Do you thrive in challenging, fast-paced environments? Do you want to work with a well-respected Beverage Manufacturing & Distribution company? The Accounting Manager is responsible for working closely with the management team across multiple departments, as well as leading and developing the accounting staff. This role will assist in developing and improving controls, reporting, policies and procedures. You will also have responsibility in helping with the company's financials and ensure accurate reporting in accordance with accounting principles. If you want a full-time position, strong compensation, benefits, and the opportunity to grow, this job offers it all!</p><p><br></p><p>Responsibilities:</p><p>• Support the month-end and year-end closing processes, including preparing journal entries, conducting reconciliations, and analyzing variances.</p><p>• Assist with the creation of financial statements, forecasts, and annual budgets to support organizational goals.</p><p>• Help to implement and maintain accounting systems while identifying opportunities for process enhancements.</p><p>• Guide the accounting team, providing mentorship, training, and performance evaluations.</p><p>• Collaborate with external auditors ensuring timely delivery of audit materials.</p><p>• Work with other departments to provide financial insights that support strategic decision-making.</p><p><br></p>
    • 2025-05-14T15:24:31Z
    Accounts Payable/Payroll Specialist
    • Deforest, WI
    • onsite
    • Permanent
    • 60000.00 - 70000.00 USD / Yearly
    • <p><strong>AP/Payroll Specialist in DeForest, WI. For immediate consideration, contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>We are working with a construction company in DeForest that is looking for an experienced Accounts Payable/Payroll Specialist. In this role, you will support the Accounting Department by managing payroll, accounts payable, and other general and project accounting functions. This position offers an opportunity to work closely with a dynamic team and contribute to the financial operations of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Process accounts payable transactions, including coding and entering invoices accurately and efficiently.</p><p>• Manage payroll operations, including multi-state payroll processing using ADP systems.</p><p>• Reconcile accounts to ensure accuracy and resolve discrepancies in a timely manner.</p><p>• Perform three-way matching for purchase orders, invoices, and receipts to maintain proper documentation.</p><p>• Prepare and execute check runs, ensuring timely payments to vendors and employees.</p><p>• Input and verify data for journal entries and maintain accurate financial records.</p><p>• Collaborate with project teams to handle project accounting tasks, including tracking expenses.</p><p>• Maintain compliance with company policies and applicable regulations in all accounting and payroll processes.</p><p>• Assist with audits by providing documentation and supporting information as needed.</p>
    • 2025-05-20T17:34:27Z
    Accounts Payable Specialist
    • Lodi, WI
    • onsite
    • Permanent
    • 45000.00 - 58000.00 USD / Yearly
    • <p><strong>Accounts Payable Specialist Opportunity in Waunakee! </strong>&#128640;</p><p><br></p><p>Our Robert Half Madison team is seeking a skilled accounting professional to join a dynamic and collaborative environment as an <strong>Accounts Payable Specialist</strong>! Join a company that values your expertise and work-life balance! This hybrid role near Waunakee offers an exciting opportunity to grow your skills while contributing to a thriving team. &#127775;If you have at least 3 years of experience, an Associate’s Degree in Accounting or Business, and a keen eye for detail, we’d love to hear from you! Please apply with your most up to date resume and call 608-716-5643 for more detail. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process and review invoices, expense reports, and payments with accuracy and efficiency</li><li>Ensure compliance with internal controls and company processes for all accounts payable activities</li><li>Assist with both internal and external audits by providing timely and accurate documentation</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain accurate records and support month-end and year-end close processes</li><li>Collaborate with internal departments and external vendors to address payment-related inquiries</li><li>Suggest process improvements to enhance efficiency and accuracy in the accounts payable function</li><li>Stay up to date with relevant accounting regulations and best practices</li></ul>
    • 2025-06-04T16:34:20Z
    Assistant Controller
    • Monroe, WI
    • onsite
    • Permanent
    • 70000.00 - 95000.00 USD / Yearly
    • <p>Our Robert Half Madison team is seeking a highly organized and detail-oriented <strong>Assistant Controller</strong> to join our client near Monroe, WI. This onsite role involves supporting the company's accounting operations with a focus on balance sheet reconciliations, journal entries, and serving as a backup for accounts payable (AP) and accounts receivable (AR) functions. Reporting to the Controller, the ideal candidate will have strong accounting skills, the ability to multitask, and a drive to ensure the integrity and accuracy of financial reports. </p><p><br></p><p><strong>Why Join the Team?</strong></p><p>This role offers the opportunity to grow within a dynamic environment while working closely with the leadership team to ensure the company's financial health and operational success. If you are a proactive and hands-on accounting professional ready to take your career to the next level, we encourage you to apply! For more detail and to be considered, please apply with your most up to date resume and call 608-716-5643! </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and manage accurate <strong>balance sheet reconciliations</strong>, ensuring all discrepancies are identified, explained, and resolved in a timely manner.</li><li>Oversee the preparation, review, and posting of <strong>journal entries</strong>, maintaining a complete and accurate general ledger.</li><li>Analyze and maintain account balances to ensure compliance with accounting standards and organizational policies.</li><li>Serve as a backup for <strong>accounts payable (AP)</strong> processes, including invoice approval, vendor payments, and expense reporting.</li><li>Act as a backup for <strong>accounts receivable (AR)</strong> responsibilities, including invoice billing, cash application, and customer account follow-up.</li><li>Assist in month-end, quarter-end, and year-end <strong>closing processes</strong>, ensuring timely and accurate completion of all related tasks.</li><li>Support the Controller in preparing and analyzing <strong>financial reports</strong>, providing critical insights to aid decision-making.</li><li>Collaborate with internal stakeholders to monitor cash flow, resolve accounting discrepancies, and ensure financial data accuracy.</li><li>Ensure compliance with all <strong>GAAP standards</strong>, internal policies, and external regulatory requirements.</li><li>Identify and recommend process improvements to enhance efficiency and accuracy in areas like reconciliations, reporting, AP, and AR.</li></ul>
    • 2025-06-04T16:34:20Z
    Tax Manager - Public
    • Waukesha, WI
    • onsite
    • Permanent
    • 100000.00 - 150000.00 USD / Yearly
    • We are looking for an experienced Tax Manager to join our team in Waukesha, Wisconsin. In this role, you will oversee the preparation and filing of federal and state tax returns for businesses and individuals, while providing strategic tax planning and guidance to clients. This position is ideal for candidates who excel in managing client relationships, supervising staff, and staying up-to-date with the latest tax regulations.<br><br>Responsibilities:<br>• Prepare and review complex tax returns, including those for businesses, individuals, and other entities.<br>• Develop and deliver tax planning strategies and projections tailored to client needs.<br>• Conduct in-depth research on tax-related issues and provide actionable solutions.<br>• Supervise and mentor staff involved in tax preparation and review processes.<br>• Maintain strong client relationships by offering proactive tax consulting and addressing their financial needs.<br>• Stay informed about changes in tax laws through continuous education and skill development.<br>• Evaluate staff performance on client engagements, ensuring quality and efficiency.<br>• Recommend and implement improvements to tax preparation and compliance processes.<br>• Collaborate with clients to understand their financial situations and ensure accurate reporting.
    • 2025-06-04T16:34:20Z
    Controller
    • Windsor, WI
    • onsite
    • Permanent
    • 140000.00 - 180000.00 USD / Yearly
    • <p><strong>Controller role in Madison, WI that is hybrid 1-2 days a week. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Do you thrive in challenging, fast-paced environments? Do you want to work with a well-respected Beverage Manufacturing & Distribution company? The Controller is responsible for working closely with the management team across multiple departments, as well as leading and developing the accounting staff. This role will be in charge of developing and improving controls, reporting, policies and procedures. You will be primarily responsible for the company's financials and ensure accurate reporting in accordance with accounting principles. If you want a full-time position, strong compensation, benefits, and the opportunity to grow, this job offers it all!</p><p><br></p><p>JOB DUTIES/ESSENTIAL FUNCTIONS</p><ul><li>Direct month-end and year-end close process.</li><li>Manage the preparation of periodic financial statements, financial forecasts, and annual budgets.</li><li>Analyze financial results to identify opportunities and improvements that can be made.</li><li>Manage A/R, A/P, Fixed Asset Records, Costing, and Inventory accounting operations.</li><li>Coordinate the preparation and execution of the annual audit.</li><li>Establish and maintain strong relationships with senior executives and provide advice on the financial implications of business activities.</li><li>Ensures internal controls are in place and being followed for proper accounting and safeguarding of the company’s assets.</li><li>Manage and comply with local, state, and federal government reporting requirements and tax filings.</li></ul><p><br></p>
    • 2025-05-15T14:34:17Z
    Director of Finance
    • Fitchburg, WI
    • onsite
    • Permanent
    • 150000.00 - 200000.00 USD / Yearly
    • <p><strong>Incredible opportunities await!</strong> Robert Half's Madison team has partnered with a dynamic manufacturing company located near Monona in their search for a Director of Finance. The ideal candidate will have strong leadership and operations finance experience and be excited to contribute to long-term growth. Overseeing a team of 5 direct reports, this position will report directly to the VP of Finance. </p><p><br></p><p>For more detail and immediate consideration please call 608-716-5643 or connect with me (Aislynn Dixon) on LinkedIn!</p><p><br></p><p><strong>What you will do: </strong></p><ul><li>Lead, mentor, and develop the plant finance team by defining roles, providing training, evaluating performance, giving regular feedback, and supporting career growth</li><li>Align team objectives with broader organizational strategies, ensuring cross-department coordination and consistency in reporting to achieve company goals</li><li>Oversee the preparation of accurate, timely monthly consolidated operations financial reviews, including key performance indicators (KPIs)</li><li>Implement and manage real-time dashboards using BI software and ERP systems to monitor production performance</li><li>Collaborate closely with operations leadership to analyze cost variances, improve cost of goods sold (COGS), and lead budget-gap initiatives</li><li>Review capital project analyses, validate post-investment return on results, and ensure proper inventory valuation under GAAP and tax rules</li><li>Manage annual standard cost processes across locations, ensuring understanding of changes due to overhead, labor, and volume drivers</li><li>Lead quarterly and annual forecasting processes in coordination with project managers and finance leaders to drive efficiency improvements</li></ul>
    • 2025-06-06T20:04:13Z
    Tax Manager - Public
    • Middleton, WI
    • onsite
    • Permanent
    • 100000.00 - 150000.00 USD / Yearly
    • We are looking for an experienced Tax Manager to join our team in Middleton, Wisconsin. In this role, you will play a key part in delivering exceptional tax services to a diverse client base while managing a team and driving process improvements. This position offers the opportunity to collaborate on innovative tax strategies and provide expert guidance to clients navigating complex tax matters.<br><br>Responsibilities:<br>• Prepare and review federal and state business and individual tax returns with accuracy and attention to detail.<br>• Develop and implement tax planning strategies to meet client needs and goals.<br>• Research complex tax issues and provide clients with clear recommendations and solutions.<br>• Supervise and mentor staff involved in tax preparation, ensuring quality and efficiency.<br>• Consult with clients to understand their financial situations and advise on tax liabilities.<br>• Stay informed on changes in tax laws through ongoing development and training opportunities.<br>• Evaluate the performance of team members and provide constructive feedback to support their growth.<br>• Identify opportunities for process improvements within the tax preparation workflow.<br>• Maintain strong relationships with clients, offering consistent communication and support.<br>• Perform additional duties related to tax management as assigned.
    • 2025-06-02T21:04:39Z
    VP Commercial Lender
    • Lomira, WI
    • onsite
    • Permanent
    • 87000.00 - 135000.00 USD / Yearly
    • <p>&#128226; <strong>We're Hiring! Vice President, Commercial Lender – Remote (Must Be Near Lomira, WI)</strong> &#128226;</p><p>Are you a business-savvy professional with a knack for <strong>building relationships and driving growth</strong>? We're looking for a <strong>Vice President, Commercial Lender</strong> to <strong>expand our commercial loan portfolio</strong>, develop strategic partnerships, and enhance revenue opportunities. This <strong>remote</strong> role requires <strong>local community engagement</strong>, so candidates should live near a commutable distance of <strong>Lomira, WI</strong>.</p><p><br></p><p>In this role, you will oversee a diverse portfolio of commercial loans, fostering strong client relationships, driving revenue growth, and ensuring sound risk management practices. This position requires a strategic thinker who can identify new business opportunities and deliver tailored financial solutions to meet client needs.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Manage and grow a portfolio of commercial loans, ensuring alignment with organizational goals and client requirements.</p><p>• Conduct interviews with loan applicants to assess their needs, gather necessary documentation, and evaluate eligibility.</p><p>• Analyze financial statements and other relevant data to create well-structured lending proposals.</p><p>• Evaluate creditworthiness and recommend customized loan solutions to meet client objectives.</p><p>• Monitor loan performance, ensuring compliance with risk management protocols and financial targets.</p><p>• Identify and pursue new business opportunities to expand the credit union’s presence and drive revenue growth.</p><p>• Participate in business development activities, including networking events, to build relationships and promote services.</p><p><br></p><p>If you have <strong>banking experience, credit analysis skills, and a passion for business development</strong>, we want to hear from you!</p><p>&#128188; <strong>Apply today</strong> and take the next step in your career</p>
    • 2025-05-15T17:09:03Z