Top 162 Documentation specialist Jobs in Menasha, Wi

Tax Specialist
Menn Law Firm Ltd —Appleton, WI
- $25 - $29 an hour
- Part-time
- Hybrid work
- Background check
- Microsoft Outlook
- CPA
Quick Apply
1d
Clinical Nurse Specialist
Pennant Services —Oshkosh, WI
- $90,000 - $100,000 a year
- Full-time
- Clean driving record
- Management
- Up to 50% travel
- Health savings account
- Health insurance
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Youth Development Specialist
Rawhide Youth Services —New London, WI
- $3 an hour
- Full-time
- Mid-level
- Residential
- High school diploma or GED
- Paid jury duty
- Paid holidays
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Prepress/Digital Front End Specialist
Outlook Group LLC —Neenah, WI
- Mid-level
- 3 years
- High school diploma or GED
Quick Apply
Technical Services Specialist
Appvion, LLC —Appleton, WI
- Microsoft Outlook
- Mid-level
- Databases
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Industrial Automation Specialist
Amcor —Oshkosh, WI
- $34 - $40 an hour
- Weekends as needed
- Mid-level
- Continuous improvement
- Mentoring
- Paid parental leave
- Health savings account
Quick Apply
11d
Financial Services Support Specialist
Gateway Financial Partners —Appleton, WI
- $55,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
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Loan & Title Specialist
BERGSTROM APPLETON GENESIS —Appleton, WI
- $42,000 - $50,000 a year
- Full-time
- Dealership
- Mid-level
- High school diploma or GED
- Wellness program
- Paid holidays
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8d
Regional Clinical Sales Specialist, Trauma (Appleton, WI) - Johnson & Johnson MedTech - Orthopaedics
Johnson & Johnson Services, Inc. —Appleton, WI
- Full-time
- Background check
- 18 years or older
- Anatomy knowledge
Training Specialist
Staffmark —Neenah, WI
- Temporary
- Mid-level
- Project management
- Mentoring
- Health insurance
- Dental insurance
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Facilities and Grounds Management Specialist
Nestle USA —Little Chute, WI
- $30.94 an hour
- Full-time
- Customer service
- Computer literacy
- Forklift
- Paid training
- Health savings account
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Mental Health Rehabilitation Professional / CCS Caregiver
Limitless Possibilities, LLC —Neenah, WI
- $19.75 - $21.75 an hour
- Part-time
- Background check
- Driver's License
- 21 years or older
- Paid training
- Disability insurance
Quick Apply
Learning Operations Specialist
Horseshoe Beverage Company LLC —Neenah, WI
- $30.14 - $31.01 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Technical Training Specialist
Trilliant Food —Little Chute, WI
- $30.14 - $31.01 an hour
- Overtime
- Background check
- Classroom
- Pass drug screening
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5d
Mental Health Rehabilitation Professional / CCS Caregiver
Limitless Possibilities, LLC —Appleton, WI
- $19.75 - $21.75 an hour
- Part-time
- Background check
- Driver's License
- 21 years or older
- Paid training
- Disability insurance
Quick Apply
14d
Technology Specialist (Association Wide)
YMCA of the Fox Cities —Appleton, WI
- Full-time
- Computer science
- Microsoft Outlook
- Computer Science
- Paid holidays
- Health insurance
Claims Specialist
Jewelers Mutual Insurance Company, SI —Neenah, WI
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick Apply
IT Support Specialist
Luvata Appleton, LLC —Kimberly, WI
- Full-time
- Microsoft Outlook
- Office
- Continuous improvement
Document Control Specialist
Team Industries Inc —Appleton, WI
- Full-time
- Microsoft Outlook
- Basic math
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
13d
Accounts Receivable Specialist - Michels Power, Inc.
Michels Corporation —Neenah, WI
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Disability insurance

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Tax Specialist

Menn Law Firm Ltd
Appleton, WI

Quick Apply

Job Details

Part-time
$25 - $29 an hour
1 day ago

Qualifications

Confidential information handling
Microsoft Outlook
CPA
Public accounting
Spreadsheets
Bachelor's degree
Attention to detail
Law office experience
Business Administration
Technical Proficiency
Scenario analysis

Full Job Description

Overview: Menn Law Firm, Ltd. traces its roots to 1926, when two young lawyers, Homer H. Benton and Alfred C. Bosser, formed a partnership. Benton and Bosser envisioned a law firm that specialized in both advising and advocating on behalf of clients, with a goal to create a preeminent law firm in Appleton with one group of attorneys concentrating on litigation, and one group of attorneys concentrating on business and personal legal matters. Over the years, the firm has grown and evolved but has stayed true to the vision established by Benton and Bosser, and remains dedicated to providing its clients with timely, practical and cost-effective services of the highest quality.

Job Description: This hybrid role offers two complementary areas of focus. The successful candidate will provide tax advisory services on the tax consequences of business purchases, sales, and ownership transfers—particularly partnership and corporate tax issues—supplementing clients’ primary CPAs when specialized analysis is needed. In addition, the role encompasses preparation and review of estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041) for the firm’s clients, working closely with our probate and estate administration attorneys to ensure complete documentation and IRS-compliant filings.

The position averages 25–30 hours per week, is fully remote, and provides substantial schedule flexibility outside of client and attorney consultations. It is ideal for an experienced tax professional seeking meaningful work with work-life balance, autonomy, and the opportunity to learn from seasoned practitioners. There is potential for transition to a full-time salaried position if workload justifies expansion.

Transactional Tax Advisory

Advise firm attorneys and clients on federal tax implications of business sales, acquisitions, partner buyouts, ownership restructurings, and related transactions, with emphasis on partnership taxation (Subchapter K) and corporate taxation.
Analyze and communicate tax consequences of alternative deal structures, including basis adjustments, §754 elections, profits interests, §338 elections, and other planning opportunities.
Prepare tax models, scenario comparisons, and memoranda summarizing risks, opportunities, and recommended approaches for optimal tax outcomes.
Collaborate with and supplement clients’ existing CPAs by providing specialized, transaction-specific insight and analysis.
Participate in consultations with clients and attorneys; receive training and mentorship from our current part-time tax consultant during the transition period.

Fiduciary, Estate & Gift Tax Returns

Prepare and/or review United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and related schedules for estates.
Prepare and/or review United States Gift (and Generation-Skipping Transfer) Tax Returns (Form 709) for lifetime transfers.
Prepare and/or review U.S. Income Tax Returns for Estates and Trusts (Form 1041) and associated fiduciary filings.
Coordinate with probate and estate administration attorneys to gather and organize all required supporting documentation, including appraisals, valuations, inventories, and financial records necessary for complete and accurate IRS filings.
Research and apply specialized estate and gift tax rules, including valuation principles, deductions, credits, DSUE portability, and generation-skipping transfer tax implications.
Maintain thorough workpapers, ensure compliance with deadlines and IRS requirements, and assist with responses to any tax authority inquiries as directed.

General Responsibilities

Uphold the highest standards of professional ethics, confidentiality, and client service.
Engage in ongoing professional development to stay current on relevant tax law changes.
Contribute to process improvements and efficient tax workflows within the firm.

Minimum Qualifications:

Education: Bachelor’s degree in Accounting, Taxation, Finance, Business Administration, or a closely related field from an accredited institution. Advanced study in taxation (e.g., MST or LLM) is a plus.
Credentials: CPA license or Enrolled Agent (EA) designation strongly preferred. Candidates actively working toward CPA licensure will be considered.
Experience: A minimum of three (3) years of professional tax experience in public accounting, tax consulting, or a comparable environment is preferred. Direct experience with partnership/corporate transaction tax analysis or estate/gift/fiduciary return preparation is highly valued but not strictly required for candidates with strong foundational tax knowledge and a clear willingness to learn these specialized areas under mentorship.
Technical Skills: Strong working knowledge of federal income tax principles. Proficiency in Microsoft Excel (including modeling and scenario analysis), Word, and Outlook. Experience with tax preparation software (UltraTax, Lacerte, Drake, etc.) and tax research platforms is advantageous; training will be provided.
Professional Attributes: Exceptional analytical ability, meticulous attention to detail, and superior written and verbal communication skills with the capacity to explain complex tax concepts clearly to attorneys and clients. Proven ability to work independently and manage time effectively in a remote environment while maintaining proactive communication and meeting deadlines. High integrity and discretion in handling sensitive client information.

Preferred Qualifications:

Active CPA or EA credential with experience preparing or reviewing Forms 706, 709, and/or 1041.
Background in business transaction tax planning, M&A tax, or partnership tax advisory work.
Prior experience supporting legal professionals or working in a law firm environment.
Familiarity with Wisconsin state tax rules (beneficial but not required, as the role focuses primarily on federal taxation).

Pay: $25.00 - $29.00 per hour

Education:

Bachelor's (Required)

Experience:

professional tax : 3 years (Required)

License/Certification:

CPA (Required)

Work Location: Hybrid remote in Appleton, WI 54913

Quick Apply

Refine Your Search

documentation specialist jobs in menasha, wi

Tax Specialist

Clinical Nurse Specialist

Youth Development Specialist

Prepress/Digital Front End Specialist

Technical Services Specialist

Industrial Automation Specialist

Financial Services Support Specialist

Loan & Title Specialist

Regional Clinical Sales Specialist, Trauma (Appleton, WI) - Johnson & Johnson MedTech - Orthopaedics

Training Specialist

Facilities and Grounds Management Specialist

Mental Health Rehabilitation Professional / CCS Caregiver

Learning Operations Specialist

Technical Training Specialist

Mental Health Rehabilitation Professional / CCS Caregiver

Technology Specialist (Association Wide)

Claims Specialist

IT Support Specialist

Document Control Specialist

Accounts Receivable Specialist - Michels Power, Inc.

I want to receive the latest job alert for documentation specialist in menasha, wi

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