Top 149 Tax associate Jobs in Greenfield, Wi

Tax and Compliance Associate
Capital First Trust Company —Milwaukee, WI
- $65,000 - $75,000 a year
- Full-time
- Research
- Mid-level
- Office
- Continuing education credits
- Health savings account
Quick Apply
2d
Tax Associate
H&R Block —Hales Corners, WI
- Weekends as needed
- Office
- Finance
- High school diploma or GED
13d
A/P & A/R Specialist
Malteurop North America Inc. —West Allis, WI
- Hybrid work
- Mid-level
- 3 years
- Business Administration
Quick Apply
11d
Experienced Tax Professional
H&R Block —Greenfield, WI
- From $20 an hour
- Temporary
- Background check
- CPA
- Sales
- Paid training
- Health insurance
Quick Apply
2d
Financial Advisor
Edward Jones —New Berlin, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Brookfield, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Elm Grove, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Part-Time Tax Analyst
Truity Partners, LLC —West Allis, WI
- $55 - $70 an hour
- Temporary
- Hybrid work
- Mid-level
- Analysis skills
- US work authorization
Quick Apply
Tax Accountant
Verital —Mt Pleasant, WI
- $70,000 - $90,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- 401(k)
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Principal – Tax (Partner Track)
Verital —Milwaukee, WI
- $180,000 - $250,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Mentoring
- Profit sharing
- Health insurance
Quick Apply
Senior Tax Analyst
Brookdale Senior Living Inc. —Milwaukee, WI
- Nights as needed
- Remote
- Microsoft Word
- CPA
- Research
- Health savings account
- Paid holidays
Quick Apply
3d
Accounts Payable Associate
Zurn Elkay Water Solutions —Milwaukee, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- ERP systems
- Health savings account
- AD&D insurance
Alt Investments Ops Spec l
UMB Financial Corporation —Milwaukee, WI
- $44,685 - $65,736 a year
- Email
- Research
- Bachelor's degree
- 1 year
- Paid holidays
- Health insurance
Commercial Assessor
Catalis Tax & CAMA, Inc. —Menomonee Falls, WI
- Mid-level
- Office
- Finance
- Paid parental leave
- Health savings account
AP Specialist
KHS USA Inc. —Waukesha, WI
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
10d
State and Local Tax Associate (Fall 2027/Winter 2028)
RSM —Milwaukee, WI
- $61,600 - $73,500 a year
- Full-time
- Bachelor of Science
- Research
- Accounting
Tax Associate
Block —Milwaukee, WI
- From $16 an hour
- Temporary
- Office
- High school diploma or GED
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Quick Apply
5d
Tax Accountant
Michels Corporation —Milwaukee, WI
- Clean driving record
- Customer service
- Research
- Health savings account
- Disability insurance
Mortgage Loan Servicing Specialist
LANDMARK CREDIT UNION —Brookfield, WI
- Full-time
- Office
- High school diploma or GED
- Organizational skills
Quick Apply
Financial Liaison I- Finance & Accounting Department
United Migrant Opportunity Services —Milwaukee, WI
- $64,783.84 - $80,979.80 a year
- Local
- Analysis skills
- Driver's License
- Health savings account
- AD&D insurance
Quick Apply

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tax associate jobs near greenfield, wi

Tax and Compliance Associate

Capital First Trust Company -
Milwaukee, WI

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year
2 days ago

Benefits

Continuing education credits
Health savings account
AD&D insurance
Disability insurance
Health insurance
On-site gym
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
401(k) 4% Match
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Opportunities for advancement
Bereavement leave
Life insurance
Paid sick time

Qualifications

Computer operation
Research
Bachelor's degree
Attention to detail
Financial services
Business Administration
Stakeholder relationship building

Full Job Description

Tax and Compliance Associate

The Tax and Compliance Associate supports the company's fiduciary tax reporting, regulatory compliance, and trust administration functions by coordinating tax-related activities, assisting with compliance monitoring, maintaining accurate records, and promoting adherence to internal policies, fiduciary standards, and applicable laws and regulations. This position reports to a Director of Personal Trust Services or Fiduciary Tax Manager.

Role Responsibilities – Tax Associate

Assist with trust tax return preparation, filing, and compliance activities with external tax advisors and internal stakeholders.
Manage tax payment processes, including review, approval, reconciliation, and submission of federal and state tax payments.
Process and track tax payments, ensuring timely payments, proper documentation, and compliance with filing deadlines.
Research, analyze, and resolve tax-related inquiries, notices, discrepancies, and compliance issues.
Coordinate preparation of internal and external tax returns by organizing and providing information to necessary parties.
Administer tax refund reviews and reconciliations, validating accuracy and maintaining supporting records.
Conduct tax onboarding and due diligence for new trust accounts, including research, document collection, classification, and filing requirement assessments.
Manage tax documentation and workflow systems, ensuring accurate records, document uploads, and follow-up on outstanding information requests.
Serve as a liaison among tax preparers, trust officers, case managers, accounting teams, and other stakeholders to facilitate tax compliance and issue resolution.

Role Responsibilities – Compliance Associate

Assist in monitoring compliance with internal policies, procedures, and applicable federal and state regulations.
Maintain compliance logs, tracking reports, and departmental records.
Assist with regulatory examinations, audits, and requests for information by gathering documentation and preparing reports.
Provide compliance administrative support to the Chief Fiduciary Officer, Directors of Personal Trust Services, and Fiduciary Tax Manager as needed.
Support strategic and ad hoc projects by performing research, data analysis, report preparation, and process improvement initiatives.

Competencies

Communication Skills

Excellent verbal, written, and interpersonal communication skills.
Professional interaction with coworkers, clients, and vendors.
Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills/Subject Matter Expertise

Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.
Proficiency in using Microsoft Office applications.
Ability to understand/learn basic fiduciary and trust taxation concepts.
Understands and follows company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

Excellent attention to detail with the ability to prioritize multiple deadlines.
Strong analytical, organizational, and problem-solving skills.

Judgment

Strong understanding of fiduciary duty.
Collaborate as a team member by providing backup support to colleagues and advancing organizational goals.
Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
Swiftly refer problems/issues to the appropriate person(s) when necessary.
Demonstrate visible commitment to the Company’s core values and guiding principles and achieving results.
Able to identify common attempts at information security scams, like email phishing.

Role Qualifications

Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or an equivalent combination of education and relevant experience.
Proficiency in Microsoft Excel is highly desired.
Financial services experience or basic knowledge of trust taxation is preferred.
Professional appearance and business-casual attire are required.

Job location – Milwaukee, WI

Benefits – 100% Employer paid Health/Dental/Life/LTD for individual employee, 401(k) plan with 4% match, voluntary Short-Term Disability, Employer paid off-street parking, opportunities for advancement.

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Bereavement leave
Continuing education credits
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
On-site gym
Opportunities for advancement
Paid sick time
Paid time off
Parental leave
Tuition reimbursement
Vision insurance

Work Location: Hybrid remote in Milwaukee, WI 53204

Quick Apply

Refine Your Search

tax associate jobs in greenfield, wi

Tax and Compliance Associate

Tax Associate

A/P & A/R Specialist

Experienced Tax Professional

Financial Advisor

Financial Advisor

Financial Advisor

Part-Time Tax Analyst

Tax Accountant

Principal – Tax (Partner Track)

Senior Tax Analyst

Accounts Payable Associate

Alt Investments Ops Spec l

Commercial Assessor

AP Specialist

State and Local Tax Associate (Fall 2027/Winter 2028)

Tax Associate

Tax Accountant

Mortgage Loan Servicing Specialist

Financial Liaison I- Finance & Accounting Department

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