Finance & Tax Analyst (CPA-Track) – Tax & Accounting

Lauber Business Partners (Fractional/Interim Leadership, Consulting, Executive Search); Wisconsin; Vor Ort; USD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Comprehensive benefits

Educational reimbursement

Discretionary profit-sharing

Zusammenfassung

Lauber Business Partners is seeking a Finance & Tax Analyst for a client in Waukesha County, Wisconsin. This role involves performing financial analyses, preparing tax documentation, and mentoring junior staff.

The ideal candidate will hold a Bachelor’s Degree in public accounting or taxation and be qualified for the CPA exam. The position offers competitive salary and comprehensive benefits, making it a great opportunity for professionals looking to grow in a dynamic team.

Qualifikationen

• 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.
• Strong reading, writing, and presentation skills.

Aufgaben

• Perform statistical and account analyses, including data listings and forecasting.
• Prepare materials for client meetings with guidance from senior team members.
• Handle tasks related to tax preparation and filings.
• Review investment-related schedules and conduct research.
• Assist with client billing and mentor junior employees and interns.

Kenntnisse

Statistical and account analyses

Tax preparation

Client communication

Mentoring junior employees

Ausbildung

Bachelor's Degree in public accounting or taxation

Jobbeschreibung

Lauber Business Partners is seeking a Finance & Tax Analyst for a client in Waukesha County, Wisconsin. This role involves performing financial analyses, preparing tax documentation, and mentoring junior staff.

The ideal candidate will hold a Bachelor’s Degree in public accounting or taxation and be qualified for the CPA exam. The position offers competitive salary and comprehensive benefits, making it a great opportunity for professionals looking to grow in a dynamic team.