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

Senior Finance & Tax Analyst (Senior Family Office Advisor)

The Senior Finance & Tax Analyst assists and collaborates with Family Office Directors and Managers in the overall management of assigned client base. Primary responsibilities include overseeing projects and schedules, supervising client service teams, reviewing staff deliverables, and managing relationships with client base and/or family staff teams. This position could be a part-time role with full-time hours during peak tax seasons (February to April and August to October).

Education and/or Experience

  • Minimum of a Bachelor’s Degree from a four-year college or university in Accounting or Tax
  • Minimum 3 years preparing and 1 year reviewing all types of tax returns with a public CPA firm or private company
  • Knowledge of software specialty software packages (i.e. ProSystem Tax, BNA Income Tax Planner)

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

  • Acts as a point of contact and center of knowledge for assigned clients in the absence of the Director/Manager/CEO by developing a familiarity with assigned family histories and habits, as well as a comprehensive understanding of all aspects of the assigned families’ service needs
  • Proactively meets with the Director/Manager/CEO to keep him/her informed of the status of all projects including budget, timing and other issues as they arise
  • Takes ownership of projects and assignments and performs complex research as needed
  • Organizes, prioritizes, understands and effectively delegates work to staff; is a resource in answering questions and solving problems
  • Supervises and reviews simple and complex tax returns and projects of assigned staff members, ensuring timely completion; prepares and reviews returns for submission to the Director/Manager/CEO for final review with a high level of accuracy

This is a summary of the position. For a PDF version of the complete job description, click here: Senior FOA Job Description