- Wipfli LLP (Milwaukee, WI)
- … compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax returns. + Lead day-to-day client relationships, supporting partners ... budgets and deadlines. + Develop technical competency and consult on various tax matters, primarily in Sub-chapter K- Partnership taxation; utilize tax… more
- US Bank (Milwaukee, WI)
- …to the investment advisor and their investors. Acting as primary fund accountant on multiple relationships, ensures all fund accounting functions are in completed ... Enters and reconciles all investor contributions and withdrawals in the partnership accounting system. Allocates fund level profits to individual investors for… more