Finance & Tax Analyst

Finance & Tax Analyst (Staff Accountant) Lauber Business Partners is recruiting a Finance & Tax Analyst in this direct hire role with our client, a full-service wealth management firm located in Waukesha County. This dynamic role will work within a variety of accounting disciplines and tax concepts, completing both individual and team projects of varying complexity. Our client offers a competitive salary, comprehensive benefits, discretionary profit-sharing and educational reimbursement. If you are seeking an opportunity to contribute to a growing team with variety in your work, this role may be just the right fit. Apply today! Duties: Perform statistical and account analyses, including data listings, forecasting, and percentage calculations Prepare and coordinate materials for client meetings with guidance from senior team members Handle tax-related tasks: prepare federal and state individual and corporate returns, extensions, estimates, and projections Set up tax files, document workpapers, and prepare financial statements and cash flow projections for individuals Review investment-related schedules and reports, conduct research, and draft client correspondence on tax and accounting matters Assist with client billing and mentor junior employees & interns Abilities: This role requires the ability to read, analyze, and interpret business publications, professional journals, technical procedures, and government regulations. Strong reading, writing and presentation skills are required. Education and/or Experience Bachelor's Degree from a four-year college or university in public accounting or taxation. Certificates, Licenses, and/or Registrations Candidates should be qualified to sit for the CPA exam or have an active CPA license. #J-18808-Ljbffr Lauber Business Partners (Fractional/Interim Leadership, Consulting, Executive Search)