To apply for one of our positions, please email your resume to Kate Whalen at katew@vogelcg.com or visit MilwaukeeJobs.com.

Finance & Tax Analyst (Family Office Advisor)

The Finance & Tax Analyst applies the principles of accounting and tax concepts to complete projects of varying difficulty related to all firm-provided services.

Education and/or Experience

Minimum of a Bachelor’s Degree from a four-year college or university in Public Accounting or Tax. Applicable internship experience preferred.

Certificates, Licenses, and/or Registrations

Applicants should have Certified Public Accounting designation or be qualified to sit for the CPA exam.

Essential Duties and Responsibilities

  • Prepare statistical and account analyses, including a listing of data, forecasting data from one format into another, and calculating percentage relationships
  • Prepare and/or coordinate various materials for family meetings with guidance from Senior/Director
  • Prepare Federal and state individual income tax returns, extensions and estimates
  • Prepare Federal and state corporate income tax returns, extensions and estimates and calculation of schedule M’s for corporate tax returns
  • Set up tax files and referencing/documenting workpapers for corporate and individual tax returns
  • Prepare initial individual income tax projections for estimated tax and year-end planning reasons
  • Initial setup and preparation of cash flow projections for individuals
  • Prepare compilations and personal financial statements for assigned families
  • Review schedules, asset allocations, investment performance reports, and other documents prepared by the firm’s investment team
  • Perform research for individual and corporate clients
  • Draft client correspondence regarding various tax, accounting or Family Office matters
  • Prepare client billing for review by Director as assigned
  • Mentor interns and/or new employees as assigned

This is a summary of the position. For a PDF version of the complete job description, click here: Finance & Tax Analyst/Family Office Advisor Job Description