Robert Half Finance & Accounting Tax Staff - Public in MILWAUKEE, Wisconsin

Small Downtown Local CPA firm is seeking a detail orientated, highly motivated and personable full-time tax associate for our very busy Tax Department. The candidate must have at least three years progressive tax experience. Main Duties & Responsibilities:

  • Preparing and reviewing individual tax returns for high net worth individuals who are invested in complex multi-state partnerships

  • Preparation of fiduciary tax returns

  • Fiduciary general ledger work; including preparation of monthly/quarterly/annual fiduciary financial statements

  • Preparation of monthly/quarterly/year-end investment account summaries for clients

  • Liaison between our firm and various business entities, individuals, and investment advisors Requirements:

  • Professional demeanor and mature attitude; ability to develop and maintain positive interpersonal relationships with co-workers - must be a team player

  • Ability to be a self-starter, work independently and manage workload, with little supervision or direction

  • Bachelor's Degree in Accounting preferred

  • Working knowledge of Quicken and Quickbooks preferred

  • CCH ProSystem fx Experience preferred

  • Working knowledge of trust documents

  • Understanding of investment statements and 1099s

  • Strong communication skills - written and verbal

  • Strong organizational and multi-tasking skills

  • Strong work ethic

  • Working toward CPA certification a plus

Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.

But don't take our word for it. Our company once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.

Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit to apply for this job now or find out more about other job opportunities..

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

Equal Opportunity Employer M/F/Disability/Vet

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Req ID: 04600-0008881099

Functional Role: Tax Staff

Country: USA

State: WI


Postal Code: 53202-4305

Compensation: $50,000.00 to $70,000.00 per year

Requirements: Tax - Individual, Tax - Multi-state, Tax - Partnership, Tax - Preparation, Tax - Returns, Tax - Corporate