Portfolio Accountant Salary in Wisconsin, USA

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.VP and Trust Officer - Milwaukee, WisconsinWhy join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewFamily-friendly work hoursPromote from within cultureWhy join this team? We are a growing team with a fast-paced, collaborative, team-centric, positive cultureWe employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves accountable to high standards, share wins, and operate ethicallyWhat you will doResponsible for the complete administration of personal trust accounts including estates, trusts, guardianships, agencies, and escrow up to and including moderately complex situations.Administers assigned accounts; studies and analyzes the trust instrument; determines and adheres to the responsibilities, duties, and terms of the governing trust document; monitors account activity ensuring compliance with established policies, procedures, rules, and regulations.Contacts, corresponds, advises, and resolves more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals in the course of an administration of accounts.Obtains appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments following bank policies.Represents the bank in court appearances, in business-related activities including professional organizations, conferences, and seminars, and in other similar situations.Represent the company as a trustee with irrevocable and revocable trusts by reviewing documents, accepting a fiduciary role, and collecting cost and tax information through the investment process and final distribution. Preparations of annual tax returns are coordinated as are investment reviews and meetings with clients. Working with beneficiaries in the review and coordination of distribution requests, which will include budgeting and monitoring expenses.Open and coordinate investment roles with investment management accounts for personal and individual retirement account assets. Collect assets with cost basis and acquisition dates and review with client special investment requirements and investment objectives. Open, and collect assets, and tax information for custody accounts.  Review advantages of managed accounts and attempt to upgrade fee level.  Transfer cash and assets as requested.Develop opportunities to expand the Milwaukee office. As well as develop and maintain relationships with area lawyers, accountants, and centers of influence for business referrals. Generate new revenue within the market, for TCTC and retain existing client base. Monitor files for compliance with TCTC policies and procedures.  Initiate and monitor asset transfers. Review fees as to appropriateness. Maintain internal reviews of all accounts.   QualificationsBachelor’s degree.Minimum of 5 years of estate and trust administration experience.Exceptional verbal and written communication skills.Highly proficient in Microsoft Office Suite (Word, Outlook, Excel, etc.).Ability to effectively communicate and relate to professionals, clients, and partners with vastly different educational backgrounds, interests, and beliefsFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Corporate Tax InternshipJob DescriptionAbout UsHuggies. Kleenex. Cottonelle. Scott. Kotex. Poise. Depend. Kimberly-Clark Professional. You already know our legendary brands—and so does the rest of the world. In fact, millions of people use Kimberly-Clark products every day. We know these amazing Kimberly-Clark products wouldn’t exist without talented professionals, like you.At Kimberly-Clark, you’ll be part of the best team committed to driving innovation, growth and impact. We’re founded on more than 150 years of market leadership, and we’re always looking for new and better ways to perform – so there’s your open door of opportunity. It’s all here for you at Kimberly-Clark.You’re not the person who will settle for just any role. Neither are we. Because we’re out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you’ll bring your professional expertise, talent, and drive to building and managing our portfolio of iconic, ground-breaking brands. In your Corporate Tax Intern role, you’ll help us deliver better care for billions of people around the world. It starts with YOU.Our Tax Internship program offers students the chance for exposure to complex accounting and tax issues, in a team-oriented work environment.  These are meaningful work experiences that contribute to the overall strategic business goals of Kimberly-Clark. Your primary responsibility is to assist Kimberly-Clark's Tax Team Members with federal and state income tax accounting, compliance, consulting and defense. Your job responsibilities will include all activities necessary to support the tax professionals in their daily tasks.  These activities include compiling and analyzing financial information; researching and documenting tax filing positions; account reconciliations; tax return preparation; administrative assistance; and various other duties.Tax internships at Kimberly-Clark typically run year-round, with students remaining in the program until graduation.  Flexible scheduling is available, with a minimum of 15-20 hours a week during the school year and full-time (40) hours during the summer and interim school breaks.Responsibilities:Participate in standardized onboarding and training.Receive work direction, mentoring, and real-time feedback from your program coach.Visit a Kimberly-Clark manufacturing location.Lead an individual project within your business unit.Get hands-on experience with impactful analyses.Interact with senior leaders and interns from other functions.Qualifications:Sophomore or Junior (for year-round internships/Part-Time) or Senior (for Summer internships/Full-Time) majoring in Finance, Accounting, Economics, or related field.Strong analytical, communication, and leadership skills.Cumulative grade point average of 3.2 or higher.Microsoft Excel proficiency.For Summer Interns - Ability to work full-time (40 hours/week) from early June to late August.For year-round Interns – Ability to work 15-20 hours/week - Starting in January 2024 or May 2024.Authorized to work in the U.S. on a regular, full-time and/or part-time basis both now and in the future.To Be ConsideredClick the Apply button and complete the online application process. A member of our recruiting team will review your application and follow up if you seem like a great fit for this role.In the meantime, please check out the careers website.And finally, the fine print….For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the diverse experiences and passions of its team members to brands that make life better for people all around the world.  We actively seek to build a workforce that reflects the experiences of our consumers.  When you bring your original thinking to Kimberly-Clark, you fuel the continued success of our enterprise. We are a committed equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law.The statements above are intended to describe the general nature and level of work performed by employees assigned to this classification. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position.Employment is subject to verification of pre-screening tests, which may include drug screening, background check, and DMV check.Additional information about the compensation and benefits for this role are available upon request. You may contact 866-444-4516 – when prompted for employee ID, say “OTHER CALLER” -  or [email protected] for assistance. You must include the six digit Job # with your request.Veterans and members of the Reserve and Guard are highly encouraged to apply.Primary LocationUSA-WI-NeenahAdditional LocationsWorker TypeEmployeeWorker Sub-TypeIntern/StudentTime TypeFull time

About UsHuggies. Kleenex. Cottonelle. Scott. Kotex. Poise. Depend. Kimberly-Clark Professional. You already know our legendary brands-and so does the rest of the world. In fact, millions of people use Kimberly-Clark products every day. We know these amazing Kimberly-Clark products wouldn't exist without talented professionals, like you.At Kimberly-Clark, you'll be part of the best team committed to driving innovation, growth and impact. We're founded on more than 150 years of market leadership, and we're always looking for new and better ways to perform - so there's your open door of opportunity. It's all here for you at Kimberly-Clark.You're not the person who will settle for just any role. Neither are we. Because we're out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you'll bring your professional expertise, talent, and drive to building and managing our portfolio of iconic, ground-breaking brands. In your Corporate Tax Intern role, you'll help us deliver better care for billions of people around the world. It starts with YOU.Our Tax Internship program offers students the chance for exposure to complex accounting and tax issues, in a team-oriented work environment. These are meaningful work experiences that contribute to the overall strategic business goals of Kimberly-Clark. Your primary responsibility is to assist Kimberly-Clark's Tax Team Members with federal and state income tax accounting, compliance, consulting and defense. Your job responsibilities will include all activities necessary to support the tax professionals in their daily tasks. These activities include compiling and analyzing financial information; researching and documenting tax filing positions; account reconciliations; tax return preparation; administrative assistance; and various other duties.Tax internships at Kimberly-Clark typically run year-round, with students remaining in the program until graduation. Flexible scheduling is available, with a minimum of 15-20 hours a week during the school year and full-time (40) hours during the summer and interim school breaks.Responsibilities:Participate in standardized onboarding and training.Receive work direction, mentoring, and real-time feedback from your program coach.Visit a Kimberly-Clark manufacturing location.Lead an individual project within your business unit.Get hands-on experience with impactful analyses.Interact with senior leaders and interns from other functions.Qualifications:Sophomore or Junior (for year-round internships/Part-Time) or Senior (for Summer internships/Full-Time) majoring in Finance, Accounting, Economics, or related field.Strong analytical, communication, and leadership skills.Cumulative grade point average of 3.2 or higher.Microsoft Excel proficiency.For Summer Interns - Ability to work full-time (40 hours/week) from early June to late August.For year-round Interns - Ability to work 15-20 hours/week - Starting in January 2024 or May 2024.Authorized to work in the U.S. on a regular, full-time and/or part-time basis both now and in the future.To Be ConsideredClick the Apply button and complete the online application process. A member of our recruiting team will review your application and follow up if you seem like a great fit for this role.In the meantime, please check out the careers website.And finally, the fine print….For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the diverse experiences and passions of its team members to brands that make life better for people all around the world. We actively seek to build a workforce that reflects the experiences of our consumers. When you bring your original thinking to Kimberly-Clark, you fuel the continued success of our enterprise. We are a committed equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law.The statements above are intended to describe the general nature and level of work performed by employees assigned to this classification. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position.Employment is subject to verification of pre-screening tests, which may include drug screening, background check, and DMV check.Additional information about the compensation and benefits for this role are available upon request. You may contact 866-444-4516 - when prompted for employee ID, say "OTHER CALLER" - or [email protected] for assistance. You must include the six digit Job # with your request.Veterans and members of the Reserve and Guard are highly encouraged to apply.

Corporate Tax InternshipJob DescriptionAbout UsHuggies. Kleenex. Cottonelle. Scott. Kotex. Poise. Depend. Kimberly-Clark Professional. You already know our legendary brands—and so does the rest of the world. In fact, millions of people use Kimberly-Clark products every day. We know these amazing Kimberly-Clark products wouldn’t exist without talented professionals, like you.At Kimberly-Clark, you’ll be part of the best team committed to driving innovation, growth and impact. We’re founded on more than 150 years of market leadership, and we’re always looking for new and better ways to perform – so there’s your open door of opportunity. It’s all here for you at Kimberly-Clark.You’re not the person who will settle for just any role. Neither are we. Because we’re out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you’ll bring your professional expertise, talent, and drive to building and managing our portfolio of iconic, ground-breaking brands. In your Corporate Tax Intern role, you’ll help us deliver better care for billions of people around the world. It starts with YOU.Our Tax Internship program offers students the chance for exposure to complex accounting and tax issues, in a team-oriented work environment.  These are meaningful work experiences that contribute to the overall strategic business goals of Kimberly-Clark. Your primary responsibility is to assist Kimberly-Clark's Tax Team Members with federal and state income tax accounting, compliance, consulting and defense. Your job responsibilities will include all activities necessary to support the tax professionals in their daily tasks.  These activities include compiling and analyzing financial information; researching and documenting tax filing positions; account reconciliations; tax return preparation; administrative assistance; and various other duties.Tax internships at Kimberly-Clark typically run year-round, with students remaining in the program until graduation.  Flexible scheduling is available, with a minimum of 15-20 hours a week during the school year and full-time (40) hours during the summer and interim school breaks.Responsibilities:Participate in standardized onboarding and training.Receive work direction, mentoring, and real-time feedback from your program coach.Visit a Kimberly-Clark manufacturing location.Lead an individual project within your business unit.Get hands-on experience with impactful analyses.Interact with senior leaders and interns from other functions.Qualifications:Sophomore or Junior (for year-round internships/Part-Time) or Senior (for Summer internships/Full-Time) majoring in Finance, Accounting, Economics, or related field.Strong analytical, communication, and leadership skills.Cumulative grade point average of 3.2 or higher.Microsoft Excel proficiency.For Summer Interns - Ability to work full-time (40 hours/week) from early June to late August.For year-round Interns – Ability to work 15-20 hours/week - Starting in January 2024 or May 2024.Authorized to work in the U.S. on a regular, full-time and/or part-time basis both now and in the future.To Be ConsideredClick the Apply button and complete the online application process. A member of our recruiting team will review your application and follow up if you seem like a great fit for this role.In the meantime, please check out the careers website.And finally, the fine print….For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the diverse experiences and passions of its team members to brands that make life better for people all around the world.  We actively seek to build a workforce that reflects the experiences of our consumers.  When you bring your original thinking to Kimberly-Clark, you fuel the continued success of our enterprise. We are a committed equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law.The statements above are intended to describe the general nature and level of work performed by employees assigned to this classification. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position.Employment is subject to verification of pre-screening tests, which may include drug screening, background check, and DMV check.Additional information about the compensation and benefits for this role are available upon request. You may contact 866-444-4516 – when prompted for employee ID, say “OTHER CALLER” -  or [email protected] for assistance. You must include the six digit Job # with your request.Veterans and members of the Reserve and Guard are highly encouraged to apply.Primary LocationUSA-WI-NeenahAdditional LocationsWorker TypeEmployeeWorker Sub-TypeIntern/StudentTime TypeFull time

About UsHuggies. Kleenex. Cottonelle. Scott. Kotex. Poise. Depend. Kimberly-Clark Professional. You already know our legendary brands-and so does the rest of the world. In fact, millions of people use Kimberly-Clark products every day. We know these amazing Kimberly-Clark products wouldn't exist without talented professionals, like you.At Kimberly-Clark, you'll be part of the best team committed to driving innovation, growth and impact. We're founded on more than 150 years of market leadership, and we're always looking for new and better ways to perform - so there's your open door of opportunity. It's all here for you at Kimberly-Clark.You're not the person who will settle for just any role. Neither are we. Because we're out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you'll bring your professional expertise, talent, and drive to building and managing our portfolio of iconic, ground-breaking brands. In your Corporate Tax Intern role, you'll help us deliver better care for billions of people around the world. It starts with YOU.Our Tax Internship program offers students the chance for exposure to complex accounting and tax issues, in a team-oriented work environment. These are meaningful work experiences that contribute to the overall strategic business goals of Kimberly-Clark. Your primary responsibility is to assist Kimberly-Clark's Tax Team Members with federal and state income tax accounting, compliance, consulting and defense. Your job responsibilities will include all activities necessary to support the tax professionals in their daily tasks. These activities include compiling and analyzing financial information; researching and documenting tax filing positions; account reconciliations; tax return preparation; administrative assistance; and various other duties.Tax internships at Kimberly-Clark typically run year-round, with students remaining in the program until graduation. Flexible scheduling is available, with a minimum of 15-20 hours a week during the school year and full-time (40) hours during the summer and interim school breaks.Responsibilities:Participate in standardized onboarding and training.Receive work direction, mentoring, and real-time feedback from your program coach.Visit a Kimberly-Clark manufacturing location.Lead an individual project within your business unit.Get hands-on experience with impactful analyses.Interact with senior leaders and interns from other functions.Qualifications:Sophomore or Junior (for year-round internships/Part-Time) or Senior (for Summer internships/Full-Time) majoring in Finance, Accounting, Economics, or related field.Strong analytical, communication, and leadership skills.Cumulative grade point average of 3.2 or higher.Microsoft Excel proficiency.For Summer Interns - Ability to work full-time (40 hours/week) from early June to late August.For year-round Interns - Ability to work 15-20 hours/week - Starting in January 2024 or May 2024.Authorized to work in the U.S. on a regular, full-time and/or part-time basis both now and in the future.To Be ConsideredClick the Apply button and complete the online application process. A member of our recruiting team will review your application and follow up if you seem like a great fit for this role.In the meantime, please check out the careers website.And finally, the fine print….For Kimberly-Clark to grow and prosper, we must be an inclusive organization that applies the diverse experiences and passions of its team members to brands that make life better for people all around the world. We actively seek to build a workforce that reflects the experiences of our consumers. When you bring your original thinking to Kimberly-Clark, you fuel the continued success of our enterprise. We are a committed equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, age, pregnancy, genetic information, citizenship status, or any other characteristic protected by law.The statements above are intended to describe the general nature and level of work performed by employees assigned to this classification. Statements are not intended to be construed as an exhaustive list of all duties, responsibilities and skills required for this position.Employment is subject to verification of pre-screening tests, which may include drug screening, background check, and DMV check.Additional information about the compensation and benefits for this role are available upon request. You may contact 866-444-4516 - when prompted for employee ID, say "OTHER CALLER" - or [email protected] for assistance. You must include the six digit Job # with your request.Veterans and members of the Reserve and Guard are highly encouraged to apply.