Staff Accountant - Finance and Tax Analyst

Goodwill TalentBridge is recruiting a Staff Accountant - Finance and Tax Analyst for this direct hire role with our client, a wealth management firm in Brookfield, WI.  

Great role for recent college grads and those looking to December 2023 graduation.    

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:  Minimum of a bachelor’s degree from a four-year college or university in Public Accounting or Tax. Applicable internship experience preferred. 

Applicants should have Certified Public Accounting designation or be qualified to sit for the CPA exam.  Work authorization: United States (Required)