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Accounting Specialist, Payroll
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OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesCome join Baker Tilly's Development & Community Advisory (DCA) team as a Payroll Specialist! You will be a part of our DCA Development Advisory team where you will provide direct support and consulting to our consulting clients. This role is expected to understand payroll in depth and to maintain knowledge of payroll practices and laws so as to provide better service and information to our clients. Under the supervision of the Payroll Supervisor, this role is expected to be independently managing their client relationships, however, when needed, escalating issues or challenges for prompt resolution.Client Service & Deliverables • Maintain accurate client payroll information within the clients' specific payroll system • Resolve discrepancies through collection and analysis of information within client payroll system• Process payrolls in a timely manner to meet client deadlines • Review/update employee records and data for accuracy • Calculate and pay bonuses or severance as needed • Review employee federal and state income and related taxes for accurate calculation • Reconcile payroll deposits, tax withholdings, wage garnishments, and voluntary deductions• Reporting and Analysis • Prepare reports of employee earnings, taxes, deductions, and employer's contribution for social security and unemployment • May help prepare payroll tax returns and amended payroll tax returns • Run and prepare other ad-hoc reports as requested• Client Service • Maintain confidence of employee data by keeping all information confidential • Provide client support to employees and clients when needed • Accurately convey detailed information both written and verbally • Provide administrative support with new client implementationsIndividual and Team Development • Apply learning from one experience to the next • Seek out and respond to feedback about own behavior and performance • Share information and learning with new hires and/or peersOther duties and specialist projects as assigned Qualifications1-3 years of relevant payroll experience; Bachelors degree preferred. Experience in lieu of degree consideredExperience with ADP software platforms (RUN/WFN) desirableWorking knowledge of Outlook and Microsoft Office Suite (Word, Excel, PowerPoint)Highly detail oriented and focused on accuracyStrong organization and time management skillsStrong adaptability and multi-tasking skillsAbility to effectively work in a deadline driven environment serving multiple clientsAbility to provide exceptional client serviceStrong written and verbal communication skills; appropriately and professionally communicates with all levelsAbility to learn new technology and processes quicklyAbility to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
Technical Support Supervisor
Badger Meter, Milwaukee
Why Badger Meter?Badger Meter is a leading global water technology company, with a mission to preserve and protect the world's most precious resource. For more than 100 years, cities and businesses have utilized our innovative and trusted solutions to enhance operational efficiency and conserve water while making it more affordable, clean and resilient. Just like every drop counts, at Badger Meter every employee counts because our contributions have a lasting impact on the world!What You Will Contribute:The Supervisor-Technical Support is responsible for managing a team of technical support agents responsible for product and application support. The Supervisor-Technical Support will consistently guide the team to prompt issue resolution and continuously demonstrate professionalism while maintaining a keen sense of quality and customer experience. This position requires close collaboration with the Manager- Technical Support and other functional teams to ensure the voice of customer feedback is properly directed, and any customer related questions addressed appropriately. Job Duties:Manage issue resolution utilizing the proper escalation process ensuring all customer inquiries receive responses in a timely and accurate manner. Proficiently communicate technical resolutions to non-technical personnel Direct supervision: manage, coach, and ensure proper training and development of all team members. Work as a team member to provide direct support for product, application, and performance questions received from channel partners, direct customers, and internal Badger Meter employees. (including rotational after-hours emergency support responsibilities) Consistently guide the team to prompt issue resolution and continuously demonstrate professionalism while maintaining a keen sense of quality and the customer experience. Oversee the continuous improvement and achievement of department KPIs and S.M.A.R.T. goals which define service levels and standards (e.g. performance management system) Identify and address staff training and coaching needs (e.g. product cross-training, systems and, customer care skills), implementing and maintaining a supervisor-led communication ongoing monitoring, coaching and training program, ID and secure subject matter experts as needed Participate in service improvement projects and initiatives, including providing guidance on the systems and processes developed at Badger Meter that directly affect customer and partners. Develop an understanding of the needs of customer and supplier departments within Badger Meter, developing strong and successful working relationships with peers Education and Experience:Bachelor's Degree in Computer Science, Information Technology or a related field preferred5+ years of related experience in Supervision, Help Desk, Customer Support, Technical Support or a related field desiredQualifications:Basic proficiency in Microsoft Excel, Word, and Outlook required Salesforce experience or familiarity with similar software requiredExperience in software support requiredCompetencies:Execution: Ensuring others contribute to organization strategies by focusing them on the most critical priorities; measuring progress and ensuring accountability against those metrics.Aligning Performance for Success: Focusing and managing individual performance by helping others set performance goals, and then tracking results and evaluating performance effectiveness.Decision Making: Identify and understand problems and opportunities by gathering, analyzing, and interpreting quantitative and qualitative information; choose the best course of action by establishing clear decision criteria, generating, and evaluating alternatives, and making timely decisions; take action that is consistent with available facts and constraints and optimizes probable consequences.Coaching: Engaging an individual in developing and committing to an action plan that targets specific behaviors, skills or knowledge needed to ensure performance improvement or prepare for success in new responsibilities.Delegation and Empowerment: Identifying and leveraging opportunities to accelerate results and build capability by assigning tasks and decision-making responsibilities to individuals or teams with clear boundaries, expectations, support, and follow-up.Working Conditions:Work is performed in an office environment and requires the ability to operate standard office equipment.Requires prolonged periods of talking/listening.Competitive Total Rewards at Badger Meter:Competitive PayAnnual Bonus Eligible for Annual Pay Increases Comprehensive Health, Vision, and Dental Coverage 15 days Paid Time Off + 11 Paid Holidays Two Ways to Save for Retirement: Badger Meter contributes 25 cents for every dollar you contribute to the plan, up to 7% of your eligible compensation. 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Applicants can learn more about their rights regarding equal opportunity in employment by viewing the federal "EEO is the Law" poster and the "EEO is the Law" poster supplement at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm
Director of Quality Control - Mortgage Risk Advisory
Baker Tilly, Milwaukee
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesAre you interested in joining one of the fastest growing consulting and accounting firms in the country?Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of business risk and advisory?If yes, consider joining Baker Tilly (BT) as a Director of Quality Control! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices.As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.Does this describe you? 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Has the ability to apply appropriate sense of urgency, and proper use of discretion.Position requires in-depth knowledge of the Quality Control function with regards to FNMA, FHLMC, FHA/VA, USDA requirements.The VP of Quality Control should be well versed in performing and reviewing Pre and Post Close reviews, repurchase reviews, Early Payment Default, Canceled and Denied, Red Flag/ Fraud Reviews, and Branch Audits.The VP of Quality Control must have experience in implementing a Quality Control Program from an organizational standpoint to ensure adequate protection of the organization's assets.The VP must be knowledgeable in both state and federal regulatory requirements for real estate lending, must understand how to assess the accuracy, reliability, and appropriateness of each document.Understands the mission, culture, general operating functions, and quality control needs of the organization and that of the client.Sets unique operating environment, operating risks, and available quality control strategies and tactics to reduce and remove risk exposures.Must create and administer Manager and Analyst training as required, development and maintenance of employee scorecard and performance standards for the Quality Control Department.Maintain a Quality Control plan for Baker Tilly.Essential Job Functions:Maintains complete and accurate daily, weekly, monthly, and other periodic records of quality control protocols, practices, checks and procedures.Recommend quality and general operational improvements based on review of findings and analyst scorecards.Will prioritize job/staff responsibilities, provide assignments, meet required deadlines, and develop project plans and/or schedules.Frequently monitor regulatory changes and updates and keep staff informed with this information.Responsible for hiring, managing, and training quality control staff members in partnership with Human Resources.Assures confidential information and private customer information is secure.Responsible for reviewing a high volume of loan activity and must maintain a high level of detail and accuracy during review process.Recognize and relay irregularities and concerns to appropriate management staff.Subject Matter Expert to internal/external staff as well as customers in reference to underwriting and compliance in relation to credit risk.Provide input on processes, procedures, and/or new approaches.Ensure loan quality, adherence to policies and guidelines, business validity, and salability.Establishes, provides input, and influences overall company objectives and long-term goals for the quality control/quality assurance functions of The Compliance Group.Must be able to work effectively, interact, and multi-task professionally with clients and employees and ensure high quality customer service internally and externally.Resolve customer concerns and issues related to our work product.Determine Quality Control trends and issues and implement as required.Coach others on Quality Control issues, problems and/or questions.In depth understanding of both State and Federal Compliance regulations.Regularly exercising discretion and independent judgment on critical business-matters that have a significant financial impact.Prepares and/or updates quality control/quality assurance procedures and manuals that establish, in writing, the quality control standard methods and procedures for specific lending functions of the organization.Position will directly supervise Quality Control Managers, Quality Assurance Analysts, Quality Control Processing Manager, Quality Control Admin Supervisor, and the output from those areas: reports, audit selection, customer rebuttals, report preparation, and pre- report delivery.Frequent interaction with clientsOther duties assigned by Principal.Qualifications10 years of mortgage underwriting and/or quality control experience with at least 8 years of management experience.Must have the ability to review and convey QC results in relation to agency/corporate policy, investor/agency, regulatory, and procedures and guidelines.Extensive understanding of Processing, Underwriting, Closing, and Post-Closing processes.Full understanding of Fannie Mae, Freddie Mac, and VA/FHA/USDA guidelines and overlays.Must be able to perform research and be able to analyze financial statements/documents, complex tax returns, and be able to interpret findings.Manage a large group of analysts; internal, remote, and branch locations.Experience in report management including database reporting.Advanced computer skills with Microsoft Office and utilization of various computer software systems.Organized, high attention to detail, critical thinking, and problem-solving skills, and proficient in time management are required.Additional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $136,310 to $288,900. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Entry Level Tax Preparer
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Your Purpose:At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That's where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.Flexible Schedules Available:Day shift Night shift Weekends Weekdays Full-time or Part-time Are you:Looking to learn a new career and break into the tax industry? Someone who has gaps in their work history or is looking to boost their skills and resume? Someone who has been out of the workforce over the last year while at home with family? New to the workforce or with limited experience/education, but a willingness to learn? Retired and want to continue to make an impact? Someone without a college diploma? No problem! A Veteran or military personnel transitioning from the service? Part of a military family that moves often with deployments? A recent college graduate or current college student? A stay-at-home parent who needs a flexible work schedule? A gig worker or looking to add a second income? Bilingual? Bilingual candidates are highly encouraged to apply! What you'll do here:As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, and year-end tax forms, and providing clients with IRS audit support. Complete E-filing, and provide printed copies of returns for clients to review, sign, and e-file these forms to IRS and state agencies.Conduct face-to-face tax interviews with clients. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provide clients with IRS audit support. Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations. Collection and processing of clients' payments while ensuring timely deposits. Marketing and business generation efforts. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion. Answer client calls via our national call center routing system. Answer questions and provide future tax planning to clients. Resolve client complaints or refer situations to the supervisor (as appropriate) for resolution. Support office priorities through teamwork and collaboration. Skills you'll bring for success:Passion for providing extraordinary customer service. Excellent communication and interpersonal skills. Experience working in a fast-paced environment. Basic knowledge of computer functions and math. Sales and/or marketing experience. Experience in accounting, finance, retail, bookkeeping, or tax preferred. A bachelor's degree in Accounting or a related field is a plus! PTIN Certification: Yes
Strategic Account Manager - Wisconsin
Worthington Cylinder Corp, Milwaukee
The Strategic Account Manager is responsible for growing sales and market share based on established budgets for the assigned strategic accounts and territory. Additionallythis position is responsible for managing strategic initiatives with the assigned accounts to grow and maintain Tempel's business. This individual will work closely with cross-function departmentssuch as EngineeringOperationsMarketingQuality and Customer Service to accomplish their goals and objectives.**This role will be located and calling on established and new accounts in Wisconsin (mainly near the Milwaukee area). This role will be remote and will involve travel to customer locations. The travel will mainly be car travel during business hours. Primary Functions:Develop and manage the B2B relationship between Tempel and assigned accounts with the primary goal of profitable sales growth. Research key accounts and trends within the territory to gain a solid understanding of the businessescompetitorsfinancial situationand new business opportunities for Tempel. Establish value-based strategic relationships between Tempel and the assigned accounts. Focus on supply negotiations that take advantage of Tempel's footprint and market leadership. Develop and maintain account plans which includes the following: Strengths / weaknesses / opportunities / threats (SWOT analysis) Tempel historical and projected business volume Competitive positioning Strategic growth plan Collaborate with internal Tempel teams to provide the highest quality service to customers. Identify and drive new business opportunitieswhile providing accurate forecasts of future growth for planning purposes. Drive value-added activities utilizing all available Tempel resources to become a valuable business partner for the assigned accountsrather than a supplier. Negotiate contractual terms & conditions with collaboration and inputs from management. Create and complete personal development goals with agreement from direct supervisor. Participates in continuous improvement activitiesas needed. Perform other duties as assigned.Competencies:Strong negotiation skills. Outstanding organizational and time management skills. Strong leadership capabilities. Extraordinary communication and interpersonal skills across geographical and cultural boundaries. Deep technical understanding of the transformer and motor industryincluding such end-markets as AutomotiveMedicalPumpsEnergy and Aerospace. Demonstrates a clear understanding of policies and procedures of operation; complies with and applies policies and procedures appropriately. Keeps current with and effectively applies new work methodsskillsand technologies to complete work. Demonstrates the willingness and competence to work in multiple functional areas. Plansprioritizesand organizes work effectively to produce measurable results. Assesses situations accurately and determines appropriate action. Identifies and utilizes resources effectively and responsibly.Minimum Qualifications:Bachelor's degree in engineeringor similar technical field; Business; Marketing. 5 - 10 years' experience in a key account management role with an industrialglobal manufacturing company. Previous experience and training in account value sellingor consultative selling. Strong background in B2B sales. Proven track record of sales growth within territory Preferred Qualifications:Proven experience with CRM systems (MS DynamicsSalesforceor similar CRM systems)
FRONT END/LEAD CLERK
Pick 'n Save, Milwaukee
Provide day-to-day support of all Front End department operations, policies, processes and procedures. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety.Minimum Willing to work mornings, afternoons, evenings, or nights as the work demands. Willing and available to work weekends and holidays as needed (emphasis on Prime Time) Store retail experience with an emphasis on customer service and front-end operations. Ability to multi task and handle large workloads. Effective written and oral communication skills. Ability to learn a wide range of computer applications including Microsoft Word, Excel, PowerPoint, ACE, Supersked, etc. Understanding of all key components of department operations (ie. Managing people, merchandising, inventory management, shrink control, customer service, labor scheduling, expense control) Past work record must exhibit a high level of integrity and dependability. Desired Thorough experience in customer service and all phases of front-end operations. Explore and develop more effective and efficient processes, policies and procedures for Front End, Customer Service Center and Accounting. Design a cleaner, more efficient working environment for Front End, Customer Service and Accounting. Ensure safe, effective and efficient customer service is provided throughout department. Improve Shopping Experience Progress Report, Customer Tracker, Associate Tracker, Cash Over/Short, CCG, ELMS utilization, Customer Comment Cards, FES Evaluations, Bob Audits, and Key Retailing Measurements. Provide training, support and follow up on all aspects of Key Retailing. Coach and train customer service manager and front end supervisors. Demonstrate the ability and desire to promote, communicate and implement company initiatives and process improvements to direct reports in a positive and respectful manner. Support store management and customer service manager in maintaining a well-organized, clean, pleasant shopping environment at the check stands, front-end, Self Service Checkouts, Customer Service Center, Accounting Room and parking lot area. Follow through on special assignments and perform any and all duties as assigned. Must be able to perform the essential functions of this position with or without reasonable accommodation.
Audit Supervisor
Scribner, Cohen and Company, S.C., Milwaukee
Our team is growing, and we have an opening for an Audit Supervisor! We are looking for candidates who are skilled accountants, great team players, and active members of their communities.PerksHybrid work schedule (Tuesday & Wednesday in-office)3 weeks of PTO9 paid holidaysSummer Fridays offResponsibilitiesScheduling, planning, supervision, and review of work prepared by staff and senior accountantsReview of basic and preparation of complex partnership, corporate, and exempt organization income tax returnsPerformance of compilation, review, audit, and agreed-upon procedures engagements, including planning of attest engagements, drafting of financial statements with footnotes, and oversight of staffReview or performance of researchPreparation of correspondence to clients, taxing authorities, and othersCommunication with clients on a proactive basis and frequent leading of client conferences in order to: expedite completion of projects; increase understanding of client engagements; and strengthen connections with clientsRepresentation of clients before municipal, state and federal taxing authoritiesEvaluation of software and research subscriptions of the firm on a periodic basisQualificationsMinimum of 4 years' relevant experienceValid CPA license in Wisconsin or Enrolled Agent credentialMember in good standing of the AICPA and WICPAStrong computer skills with knowledge of accounting and research programsOur work is challenging and interesting; the firm's management is invested in the mentorship and professional growth of personnel at all levels. At Scribner Cohen, you will have the opportunity to work with some of Milwaukee's most interesting professionals, entrepreneurs, philanthropists, closely held businesses and non-profits, many of which have been with us since our founding in 1925. Our client network now extends across the country, and also includes individuals residing abroad. Build your career at Scribner Cohen and be part of relationships that have held strong for generations.
Senior Accountant
Veolia North America, Milwaukee
Company DescriptionAbout Veolia North AmericaA subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare, higher education, and municipality customers throughout North America. Headquartered in Boston, Mass., Veolia North America has approximately 10,000 employees working at more than 350 locations across the continent. Please visit our website www.veolianorthamerica.com.Job DescriptionBENEFITSVeolia's comprehensive benefits package includes paid time off policies, as well as health, dental and vision insurance. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement. Position Purpose: Responsible for the preparation and supervision of a variety of clerical accounting functions to include Accounts Payable, Accounts Receivable, Payroll, Collections, limited journal entries, tracking and matching purchase orders and invoices, etc. Utilizes standard and defined policies and procedures, and systems to maintain and update various company/vendor information databanks. Provides training and guidance to accounting staff in the performance of specific duties and responsibilities.Primary Duties/Responsibilities:Provide appropriate accounting information to immediate supervisor for analysis of income statements to ensure that financial statements would reflect the actual performance of each profit center.Update appropriate general ledgers and related records in accordance with standard accounting practices, policies and procedures.Review accuracy of all purchase orders to appropriate vendor invoices prior to entering into the Account Payable system for payment.Oversee the gathering of information pertaining to the waste disposal to include manifests and tracking in verifying accuracy of billings.Oversee the gathering of invoices from intra/inter company facilities to determine direct charge accuracy prior to the development of monthly reports for management.Review month-end journal entries and forwards results to Controller for further analysisNotes:This is a hybrid positionQualificationsEducation/Experience/Background:High School diploma or General Educational Development (GED) required.Bachelor's Degree in Accounting/Finance or related discipline preferred.At least 6 years of related work experience required.Knowledge/Skills/Abilities:Extensive technical knowledge of accounting standards and procedures with proficiency in Excel worksheets.Strong team playerExcellent interpersonal and communication skills.Time management: the ability to organize and manage multiple deadlines.Strong customer orientationComputer proficientAdditional InformationWe are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.
Internal Control, Federal Compliance & Audit Senior Manager
Baker Tilly, Milwaukee
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesCome join Baker Tilly's Development & Community Advisory (DCA) team as a Senior Manager! You will be a part of our DCA Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.What you will do:Supervise quality and pace of the activities and tasks performed by ConsultantsManage the collection of client data and information to document clients' business and financial processes, risks and controlsPerform root cause analysis, providing data and information that will inform recommendations and solutionsWork independently with clients and on team projects and manage deadlinesDocument business processes, and prepare and submit documentation requestsDraft memos and other reports to explain team findings and observationsMonitor project progress and risks, ensuring engagement leads are updated on progress and expected outcomesLead the creation and/or completion of deliverable templates, compiling and analyzing of data, development of reports, and review of results developed by ConsultantsProvide mentoring and coaching to Consultants, to include governmental accounting and/or internal control concepts and methodologiesIdentify opportunities to enhance and improve project and engagement deliverables and outcomesConduct research on regulatory guidance, current industry standards and trends, new legislation and requirementsAssist in creating client business, financial and risk / internal controls documentation by developing portions of the documentation and supervising the compilation and developments of reportsMonitor project scope and schedule and the progress of client engagement deliverables.Meet engagement project expectations defined by project and engagement stakeholdersIdentify, communicate and address project risks, assumptions and constraintsDirect field work, inform supervisors of the engagement status and manage Consultant performanceDemonstrate the ability to effectively negotiate priorities across multiple groups/teamsManage the collection of client financial and operational data for weekly / monthly and ad hoc reportingManage the execution and delivery of engagement specific tasks as directedQualificationsSuccessful candidates will meet the following requirements:A Bachelor's degree within business, finance or accounting. MBA/MPA desirable but not a requirementA minimum of 10+ plus years of internal or external auditing, including at least five (5) years serving as a project managerIn-depth understanding of US Federal funding compliance requirements and practicesDemonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) requiredExperience building financial models incorporating income statements and cash flows to support business decisions Experience with core financial processes (e.g. monthly close, financial reporting) Experience with developing reporting or data analytics Exceptional oral and written communication, collaboration, and time management skillsAbility to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
Senior Manager, Internal Control Specialist - Tribal Advisory
Baker Tilly, Milwaukee
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesCome join Baker Tilly's Development & Community Advisory (DCA) team as a Senior Manager! You will be a part of our DCA Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.What you will do:Supervise quality and pace of the activities and tasks performed by ConsultantsManage the collection of client data and information to document clients' business and financial processes, risks and controlsPerform root cause analysis, providing data and information that will inform recommendations and solutionsWork independently with clients and on team projects and manage deadlinesDocument business processes, and prepare and submit documentation requestsDraft memos and other reports to explain team findings and observationsMonitor project progress and risks, ensuring engagement leads are updated on progress and expected outcomesLead the creation and/or completion of deliverable templates, compiling and analyzing of data, development of reports, and review of results developed by ConsultantsProvide mentoring and coaching to Consultants, to include governmental accounting and/or internal control concepts and methodologiesIdentify opportunities to enhance and improve project and engagement deliverables and outcomesConduct research on regulatory guidance, current industry standards and trends, new legislation and requirementsAssist in creating client business, financial and risk / internal controls documentation by developing portions of the documentation and supervising the compilation and developments of reportsMonitor project scope and schedule and the progress of client engagement deliverables.Meet engagement project expectations defined by project and engagement stakeholdersIdentify, communicate and address project risks, assumptions and constraintsDirect field work, inform supervisors of the engagement status and manage Consultant performanceDemonstrate the ability to effectively negotiate priorities across multiple groups/teamsManage the collection of client financial and operational data for weekly / monthly and ad hoc reportingManage the execution and delivery of engagement specific tasks as directedQualificationsSuccessful candidates will meet the following requirements:A Bachelor's degree within business, finance or accounting. MBA/MPA desirable but not a requirementA minimum of 10+ plus years of internal or external auditing, including at least five (5) years serving as a project managerIn-depth understanding of US Federal funding compliance requirements and practicesDemonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) requiredExperience building financial models incorporating income statements and cash flows to support business decisions Experience with core financial processes (e.g. monthly close, financial reporting) Experience with developing reporting or data analytics Exceptional oral and written communication, collaboration, and time management skillsAbility to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties