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Current Job Openings

Senior Finance & Tax Analyst - Brookfield, WI

Post Date: 11/18/2022

Req. Number: 99801

City: Brookfield

State: Wisconsin

Zip Code: 53405


Goodwill TalentBridge, a full service staffing and recruitment firm, is part of Goodwill Industries of Southeastern Wisconsin and Metropolitan Chicago, the largest of the 165 Goodwill territories in North America. With more than 90 years of experience in Workforce Development and job training, Goodwill is helping thousands of people find work in the communities we serve, including 13 counties in Wisconsin and 10 counties in Illinois.

Senior Finance & Tax Analyst

Goodwill TalentBridge is recruiting a Senior Finance & Tax Analyst in this direct hire role to work for our client, a national multi family wealth management firm. In this role you would work with directors and managers to manage an assigned client base, act as point of contact for clients and firm leadership to keep all parties informed of projects status. Responsible for budgeting and efficiencies within the team, overseeing projects and schedules, supervise client teams, review staff deliverables and manage client relationships and family staff teams. This role will have 2-3 direct reports and be responsible to interview, hire, train & direct staff in addition to performance evaluation. This role acts as a leader to other training staff. Our client offers a collaborative team culture, variety within the work and consistent work schedule. The ideal candidate will be highly organized and collaborative, and enjoy leading innovative teams. Competitive compensation and comprehensive benefits. Apply today!


CPA eligible; CPA certification desired. Bachelor’s degree in accounting or other major with tax and accounting coursework. Minimum of three years preparing and one year reviewing all types of tax returns with a public CPA firm or private company.


Required Skills

Knowledge of Quickbooks; Microsoft Outlook, Excel and Word. Knowledge of the following specialty software packages is highly desirable: ProSystem Tax; BNA Income Tax Planner and Depreciation Solutions, Visual Practice Management and the ability to learn

other software packages as needed.

Benefits offering includes:

  • Paid time off
  • Health insurance
  • Dental insurance
  • Healthcare spending or reimbursement accounts such as HSAs or FSAs
  • Other types of insurance
  • Retirement benefits or accounts
  • Profit sharing
  • Education assistance or tuition reimbursement
  • Child Care benefits
  • Workplace perks such as food/coffee and flexible work schedules

Apply now!

Equal Opportunity Employer

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