Lauber Business Partners (Fractional/Interim Leadership, Consulting, Executive Search) ยท 2 weeks ago
Finance & Tax Analyst
Waukesha County, WI
Full-time
Onsite
Mid LevelLauber Business Partners is recruiting a Finance & Tax Analyst for a full-service wealth management firm located in Waukesha County. This role involves working within various accounting disciplines and tax concepts, completing both individual and team projects of varying complexity.
ConsultingProfessional ServicesRecruitingStaffing Agency
Hiring Manager
Jill Toohill
Responsibilities
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
Qualification
Required
Bachelor's Degree from a four-year college or university in public accounting or taxation
Candidates should be qualified to sit for the CPA exam or have an active CPA license
Ability to read, analyze, and interpret business publications, professional journals, technical procedures, and government regulations
Strong reading, writing and presentation skills
Benefits
Comprehensive benefits
Discretionary profit-sharing
Educational reimbursement
Company
Lauber Business Partners (Fractional/Interim Leadership, Consulting, Executive Search)
For over 30 years Lauber Business Partners, Inc.
Founded in 1986
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mark Wiesman
CEO & Owner
Greg Heberer
CFO Consultant
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