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3 results for Financial Advisor in Whitefish Bay, WI

Staff Accountant
  • Brookfield, WI
  • onsite
  • Permanent
  • 58000.00 - 62000.00 USD / Yearly
  • <p>Staff Accountant Consultant</p><p>Do you love consulting but crave a place where you are part of a team, not just passing through? This role gives you the variety and challenge of project work while still providing a stable home base and a group of people who know your name, value your strengths, and support your career path.</p><p><br></p><p>About the Role</p><p>We are looking for a staff accountant consultant who enjoys stepping into new environments, solving problems, and helping teams stay on track financially. You will work on project assignments that vary in length, complexity, and industry, giving you a chance to grow quickly and keep your work fresh. Even though the projects change, your home base does not. You will always have a steady team behind you to support your success.</p><p><br></p><p>What You Will Own</p><p>• Key daily and monthly accounting tasks depending on the project needs</p><p>• Month end close responsibilities such as journal entries and account reconciliations</p><p>• Support for financial reporting and pulling timely and accurate data</p><p>• Assisting with AP, AR, or general ledger work depending on the client environment</p><p>• Reviewing transactions for accuracy and proper coding</p><p>• Audit and year end support including schedules, documentation, and data pulls</p><p>• Offering quick process improvements that help stabilize client accounting functions</p><p><br></p><p>What You Bring</p><p>• A curious and adaptable mindset with a genuine love of learning</p><p>• Strong attention to detail and the ability to quickly understand new processes</p><p>• Excel proficiency including lookups and managing data sets</p><p>• Experience with a variety of ERP or accounting systems such as NetSuite, Oracle, SAP, Sage, or QuickBooks</p><p>• Strong communication skills and the confidence to step into new environments with a calm and positive approach</p><p>• Ability to manage your workload proactively and stay organized across changing projects</p><p><br></p><p><br></p>
  • 2026-02-17T22:08:43Z
Attorney/Lawyer
  • Milwaukee, WI
  • onsite
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • <p>Robert Half is looking for an experienced Trusts and Estates Attorney with a strong background in estate planning and tax law to join a growing firm in their Milwaukee, Madison, or Chicago office. This role involves advising high-net-worth individuals and families, including business executives, athletes with attention to detail, and entertainers, on complex estate and tax matters. The ideal candidate will have a proven track record of handling sophisticated estate planning strategies and tax audits.</p><p><br></p><p>Responsibilities:</p><ul><li>Provide expert counsel on estate planning strategies, including asset protection and gift tax planning.</li><li>Prepare federal estate tax returns for taxable estates and gift tax returns with precision.</li><li>Represent estates, trusts, and individuals during estate tax and gift tax audits.</li><li>Collaborate with clients to develop tailored estate plans that align with their financial goals and legal requirements.</li><li>Co-manage a team of attorneys and paralegals, including recruitment, policy implementation, and team coordination.</li><li>Develop and refine legal forms and documentation to ensure compliance and efficiency.</li><li>Organize and lead team meetings to discuss case strategies and office procedures.</li><li>Maintain up-to-date knowledge of estate and tax law to provide accurate and effective legal advice.</li><li>Build strong relationships with clients to foster trust and long-term partnerships.</li></ul>
  • 2026-02-11T19:53:41Z
Staff Accountant
  • Brookfield, WI
  • onsite
  • Permanent
  • 65000.00 - 75000.00 USD / Yearly
  • <p>Staff Accountant Consultant</p><p>Do you love consulting but crave a place where you are part of a team, not just passing through? This role gives you the variety and challenge of project work while still providing a stable home base and a group of people who know your name, value your strengths, and support your career path.</p><p><br></p><p>About the Role</p><p>We are looking for a staff accountant consultant who enjoys stepping into new environments, solving problems, and helping teams stay on track financially. You will work on project assignments that vary in length, complexity, and industry, giving you a chance to grow quickly and keep your work fresh. Even though the projects change, your home base does not. You will always have a steady team behind you to support your success.</p><p><br></p><p>What You Will Own</p><p>• Key daily and monthly accounting tasks depending on the project needs</p><p>• Month end close responsibilities such as journal entries and account reconciliations</p><p>• Support for financial reporting and pulling timely and accurate data</p><p>• Assisting with AP, AR, or general ledger work depending on the client environment</p><p>• Reviewing transactions for accuracy and proper coding</p><p>• Audit and year end support including schedules, documentation, and data pulls</p><p>• Offering quick process improvements that help stabilize client accounting functions</p><p><br></p><p>What You Bring</p><p>• A curious and adaptable mindset with a genuine love of learning</p><p>• Strong attention to detail and the ability to quickly understand new processes</p><p>• Excel proficiency including lookups and managing data sets</p><p>• Experience with a variety of ERP or accounting systems such as NetSuite, Oracle, SAP, Sage, or QuickBooks</p><p>• Strong communication skills and the confidence to step into new environments with a calm and positive approach</p><p>• Ability to manage your workload proactively and stay organized across changing projects</p><p><br></p><p>Why This Role Stands Out</p><p>• You get the excitement of new challenges and new clients without ever feeling like a temporary hire</p><p>• Your home team provides stability, mentorship, and a true sense of belonging</p><p>• You build a wide range of experience quickly which accelerates your career path</p><p>• You make a real impact by stepping into organizations that need your support right away</p><p>• You gain exposure to different industries, systems, and leadership styles</p><p>If you love the idea of consulting but want a place that feels like home, this is the perfect blend of variety, stability, and growth.</p>
  • 2026-02-17T23:08:41Z