Top 291 Document review Jobs in Milwaukee, Wi

Tax Resolution Case Manager
Clear Path Tax Strategies Inc —Brookfield, WI
- $25.31 - $31.25 an hour
- Full-time
- Hybrid work
- CPA
- Mid-level
- Analysis skills
- Paid training
- Health insurance
Quick Apply
2d
Engineering Documentation Coordinator
Desert Aire —Germantown, WI
- $20 - $26 an hour
- Full-time
- Engineering
- ERP systems
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Associate Attorney- Relocation Required
Parnall Law —Milwaukee, WI
- $200,000 - $400,000 a year
- Full-time
- 5 years
- Senior level
- Paid holidays
- Disability insurance
Quick Apply
CNC Quoting and CSR Specialist
Diversified Tooling Innovations —Racine, WI
- Full-time
- ERP systems
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
12d
Substation Estimator
FindTalent —Milwaukee, WI
- Full-time
- Clean driving record
- Mid-level
- Analysis skills
Quick Apply
Solar Project Manager
Ingeteam —Milwaukee, WI
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
Quick Apply
Manufacturing Engineer
G3 Industries, Inc. —Sussex, WI
- $75,000 - $125,000 a year
- Full-time
- Mid-level
- Computer skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
Physician (Medical Director)
VitalCore Health Strategies —Racine, WI
- $125 - $150 an hour
- PRN
- Medicine
- Management
- Doctoral degree
- Paid holidays
- Disability insurance
Quick Apply
Research Specialist (Milwaukee or Madison)
Godfrey & Kahn —Milwaukee, WI
- Full-time
- Writing skills
- Mid-level
- Master's degree
- Health savings account
- Health insurance
Quick Apply
Welding Engineer II
Midwest Engineered Systems, Inc. —Waukesha, WI
- Full-time
- 5 years
- Supervising experience
- Travel
12d
Sr. Quality Assurance Technician
MetalTek International —Waukesha, WI
- Full-time
- Bachelor of Science
- Writing skills
- Mid-level
Quick Apply
5d
Field Respiratory Therapist (RT)
AdaptHealth, LLC —New Berlin, WI
- On call
- Background check
- CPR Certification
- BLS Certification
- Paid parental leave
- Health savings account
Quick Apply
Electrical Engineering Technician
Helwig Carbon Products, Inc. —Milwaukee, WI
- $26 - $32 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Paralegal (USAO)
CACI —Milwaukee, WI
- $28.85 an hour
- Full-time
- Word processing
- 1 year
- Senior level
- Health insurance
- Tuition reimbursement
Residential Field Operations & Maintenance Coordinator - Scattered Site
Residential Renters —Milwaukee, WI
- $52,000 - $72,000 a year
- Full-time
- Hybrid work
- Carpentry
- Background check
- Mid-level
- Flexible schedule
Quick Apply
8d
Registered Nurse - Residential Care Center, Type II
Wisconsin Community Services, Inc. —Milwaukee, WI
- Full-time
- Background check
- Nursing
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Hospital Relations Liaison
Versiti, Inc. —Milwaukee, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Paid holidays
- Disability insurance
Associate Electrical Engineer
Relevant Engineering —Milwaukee, WI
- $70,000 - $90,000 a year
- Full-time
- Analysis skills
- Travel
- In-person
- Disability insurance
- Health insurance
Quick Apply
Construction Manager
SERVPRO of SW Waukesha —Waukesha, WI
- From $60,000 a year
- Full-time
- Microsoft Word
- Construction site
- Computer literacy
- Dental insurance
- 401(k)
Quick Apply
Nurse
Lad Lake Inc —Milwaukee, WI
- $35 - $40 an hour
- Full-time
- Nursing
- RN License
- 5 years
- Profit sharing
- Tuition reimbursement
Quick Apply
11d

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Tax Resolution Case Manager

Clear Path Tax Strategies Inc
Brookfield, WI

Quick Apply

Job Details

Full-time
$25.31 - $31.25 an hour
2 days ago

Benefits

Paid training
Health insurance
Dental insurance
Paid time off
Paid sick time

Qualifications

Financial sales
CPA
Income tax preparation
Phone communication
Spreadsheets
Data reporting
Compliance management
Attention to detail
Financial concepts
Industry knowledge of financial regulations
Organizational skills
Financial statement interpretation
Budget preparation
Productivity software
Enrolled Agent
Conducting sales calls
Data analysis software
Client interaction via phone calls

Full Job Description

Job Summary
We are seeking a dynamic and detail-oriented Tax Resolution Case Manager to join our team! In this pivotal role, you will be responsible for guiding clients through complex tax resolution processes, analyzing financial data, and negotiating with tax authorities to achieve favorable outcomes. Your expertise in financial concepts, industry regulations, and customer support will empower clients to resolve their tax issues efficiently and confidently. If you thrive in a fast-paced environment, possess excellent communication skills, and have a passion for helping others navigate financial challenges, this opportunity is perfect for you!

Duties

Manage a portfolio of tax resolution cases, including delinquent taxes, liens, levies, and installment agreements
Prepare fairly complex personal and business tax returns from a variety of sources
Conduct thorough credit analysis and review client financial documents to assess their ability to pay and determine appropriate resolution strategies
Communicate effectively with clients via phone and written correspondence, providing clear guidance on the resolution process
Negotiate with tax agencies on behalf of clients to settle debts, establish payment plans, or secure penalty abatements
Utilize CRM (Customer Relationship Management) systems to track case progress and document client interactions accurately
Analyze financial data using Excel and other accounting software to identify discrepancies and develop tailored solutions
Ensure compliance with all relevant tax laws, banking regulations, and industry standards throughout the resolution process

Requirements

Must possess a CPA license, Attorney license or an Enrolled Agent license
Strong knowledge of personal financial statements and the ability to create personal and business financial budgets
Proficiency in Microsoft Office Suite, especially Excel for data analysis and reporting
Excellent phone etiquette with the ability to conduct engaging sales calls and client consultations
Familiarity with industry-specific financial analysis
Ability to analyze complex financial information accurately while maintaining compliance with all applicable laws and regulations
Strong organizational skills with attention to detail in handling multiple cases simultaneously
Join us if you're eager to make a meaningful impact by helping clients resolve their tax issues through expert analysis, strategic negotiation, and dedicated customer service. We value energetic professionals who are committed to excellence in every interaction!

Pay: $25.31 - $31.25 per hour

Benefits:

Dental insurance
Health insurance
Paid sick time
Paid time off
Paid training

Work Location: Hybrid remote in Brookfield, WI 53005

Quick Apply

Refine Your Search

document review jobs in milwaukee, wi

Tax Resolution Case Manager

Engineering Documentation Coordinator

Associate Attorney- Relocation Required

CNC Quoting and CSR Specialist

Substation Estimator

Solar Project Manager

Manufacturing Engineer

Physician (Medical Director)

Research Specialist (Milwaukee or Madison)

Welding Engineer II

Sr. Quality Assurance Technician

Field Respiratory Therapist (RT)

Electrical Engineering Technician

Senior Paralegal (USAO)

Residential Field Operations & Maintenance Coordinator - Scattered Site

Registered Nurse - Residential Care Center, Type II

Hospital Relations Liaison

Associate Electrical Engineer

Construction Manager

Nurse

I want to receive the latest job alert for document review in milwaukee, wi

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