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Interested in joining our team?

At DBHW Wealth Partners, our team of financial planners, wealth managers, tax professionals, and accounting advisors have more than 200 years of combined experience. We work collaboratively to afford clients the best possible financial outcomes – integrating our areas of expertise to minimize their tax liabilities and maximize their opportunities for success. Our knowledge and confidence run deep.

But we’re more than a group of colleagues. We’re a family. We care about each other, support each other, and work hard for our clients and community. The work we do is important, and we have fun doing it. Caring, confident, accessible, and committed to you – that’s the DNA of our team.

Ready to join us? Browse our current openings below. 

To apply, please send your resume to aliina.klatt@dbhw.cpa and gail.fisher@dbhw.cpa

Senior Tax & Accountant - South Milwaukee Location

Job Summary:

The Senior Tax & Accountant will plan and direct the tax/accounting activities of the department.

The Senior Tax & Accountant will prepare tax returns for individuals, companies, or organizations under the guidance of a certified public accountant. The Tax Preparer may also assist accountants with preparation of returns for complex businesses, trusts, and nonprofit organizations.

Supervisory Responsibilities:

  • Manages the financial reporting, billing, collections, payroll, and budget preparation.
  • Recruits and hires accounting and financial staff and conducts performance evaluations.
  • Coordinates training programs for new staff and identifies training needs for current staff.

Duties/Responsibilities:

  • Establishes internal controls and guidelines for accounting transactions and budget preparation.
  • Oversees preparation of business activity reports, financial forecasts, and annual budgets.
  • Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards.
  • Responsible for tax planning throughout the fiscal year; files annual corporate tax return.
  • Audits accounts to ensure compliance with state and federal regulations; coordinates with outside auditors and provides needed information for the annual external audit.
  • Presents recommendations to management on short- and long-term financial objectives and policies.
  • Provides financial analysis with an emphasis on capital investments, pricing decisions, and contract negotiations.
  • Ensures compliance with local, state, and federal government requirements.
  • Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
  • Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
  • Reviews all supplied financial information for accuracy.
  • Uses the appropriate accounting software or system to prepare tax returns.
  • Calculates taxes owed or refunds due to client; consults tax law publications for guidance on unusual situations.
  • Submits tax returns to accountant for review.
  • Presents approved returns to clients.
  • Files tax returns for clients.
  • Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
  • Performs other related duties as assigned.

Required Skills/Abilities:

  • Excellent written and verbal communication skills.
  • Excellent organizational and time management skills.
  • Proficient in accounting and tax preparation software.
  • Excellent interpersonal and customer service skills.
  • Ability to understand and apply tax laws and changes in the preparation process.
  • Accurate math and accounting skills.
  • Proficient with Microsoft Office Suite or related software.
  • Proficient with or the ability to quickly learn tax accounting and preparation software.

Education and Experience:

  • Bachelor's degree in Accounting or Business Administration required.
  • Five years or more of related experience required.
  • Enrolled Agent designation a must.
  • Certified Public Accountant designation preferred.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Job Type: Full-time

Pay range is based on experience.

Benefits:

  • 401(k)
  • 401(k) matching
  • Bereavement leave
  • Continuing education credits
  • Disability insurance
  • Employee discount
  • Health savings account
  • On-site gym
  • Paid training
  • Travel reimbursement
  • Tuition reimbursement

 Experience level:

  • 5 years

Schedule:

  • Day shift
  • Extended hours
  • Monday to Friday
  • Year round work

Ability to commute/relocate:

  • South Milwaukee, WI 53172: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Tax experience: 5 years (Required)

License/Certification:

  • Enrolled Agent (Required)

Junior Accountant - South Milwaukee Location

The bookkeeping and accounting staff members maintain our clients financial and business records. The bookkeeper/Junior Accountant is responsible for ensuring the accuracy of the client’s financials, reconciliations, preparing journal entries, timeliness of information, reporting requirements, payroll and payroll tax filings, estimated tax planning, and maintaining communication with the client always. It is expected that the bookkeeping staff members will adhere to a strict line of ethics when working with any of our clients. It is also expected that you will be able to be available to answer any client questions/concerns they may have and maintain a constant line of communication with the client. It is critical for our accounting staff to identify opportunities to support other departments such as tax and financial services.

  • Process payroll for in-house payroll clients
  • Preparing and file payroll tax deposits, payroll forms, sales tax, and expo tax returns
  • Supervise and prepare workman’s compensation audits upon client request
  • Proficiently enter source documents into Ultra Tax for both personal and corporate tax returns
  • Research tax notices and prepare expert responses and communicate with client
  • Scanning and management of client source documents
  • Tax return analyst work
  • Tax planning projections with expert rationale to present to Tax Advisor and client
  • Strong leadership skills
  • Ability to manage workload
  • Develop efficiencies in the department
  • Support team professional development and goals
  • Assist with client activities in conjunction with supporting team
  • Networking and attracting new clients
  • Assisting with segmentation
  • Develop training materials and update those materials often
  • Collaborate with SLT on firm goals, department goals, and tracking of team goals
  • Focusing on efficiencies for the firm 
  • Understanding current industry trends and development growth strategies for the company
  • Workman’s comp audit preparation for business clients
  • Statement of personal property preparation for business clients
  • Business tax registration
  • Bank reconciliation
  • LLC creations
  • EIN application
  • Consultation meetings for entity selection
  • Miscellaneous duties  

Part-Time Receptionist - Brookfield Location

Job Summary: As a Receptionist at our firm, you will be the first point of contact for clients and visitors. Your primary responsibilities will include managing the front desk, answering and directing phone calls, and providing administrative support to ensure the smooth functioning of daily operations. This role requires excellent communication skills, a professional demeanor, and the ability to handle confidential information with discretion.

Key Responsibilities:

  1. Front Desk Management:
    • Greet clients and visitors in a warm and professional manner.
    • Manage incoming and outgoing calls, directing them to the appropriate person or department.
    • Maintain a tidy and organized front desk area.
  2. Client Interaction:
    • Assist clients with general inquiries and direct them to the appropriate staff member.
  3. Administrative Support:
    • Provide administrative assistance to various departments within the firm as needed.
    • Assist with data entry, document preparation, and other clerical tasks.
  4. Maintaining Confidentiality:
    • Handle sensitive and confidential information with the utmost discretion.
  5. Collaboration with Team:
    • Work closely with other administrative staff to support overall office efficiency.
    • Communicate effectively with colleagues to ensure seamless workflow.
  6. Additional Duties:
    • Perform additional tasks and projects as assigned by management.
    • Stay informed about company policies, procedures, and industry trends.

Qualifications:

  • High school diploma or equivalent; additional education or certification in office administration is a plus.
  • Previous experience in a receptionist or administrative role is preferred.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to learn our CRM (Client Relationship Management) System.
  • Excellent communication and interpersonal skills.
  • Strong organizational and multitasking abilities.
  • Ability to maintain a professional and welcoming demeanor.

By fulfilling these responsibilities, the Receptionist plays a crucial role in creating a positive and efficient environment for both clients and staff.