Happy, Healthy, and Fulfilled.

Fond du Lac

Huberty is a CPA-led, professional service firm where an inspired team place clients first. At Huberty, our mission is to be the most sought-after firm in our core service area: Accounting, Analysis, Strategy, and Planning. Our vision is to be a destination for innovation and inspiration.

Our firm’s strategy and vision are driven by our culture day in and day out. We focus on strategies that enhance the overall well‐being of our team members. In fact, at Huberty, our entire strategic platform revolves around building a culture of trust and promoting happy, healthy, and fulfilled employees and owners. Our commitment to culture isn’t just talk. If you’re looking for a career that inspires you to be your best self, Huberty is your destination.

Key Success Factors:

• Ability to apply self to learning and applying technical skills.
• Co-operative team player.
• Interest in business and commercial affairs.

Responsibilities:

• Develops an understanding of the business and the Consultant role.
• Develops technical skills both on the job and through formal learning channels.
• Works as an effective team member to complete project components and assignment tasks.
• Build working relationships at peer client level.
• Seeks to gain knowledge of client businesses.
• Effectively documents work.
• As a member of the team - implements solutions for clients.
• Identifies task issues as well as task progress in a timely and organized manner.
• Demonstrates an active interest in the business world by keeping abreast of market trends and business developments.
• Assists in proposal development and research gathering as requested.
• Participates in office wide initiatives – recruitment, marketing etc.
• Actively pursues self-development opportunities in line with the competency model.
• Builds strong team relationship skills.
• Must be able to respond to client needs in a timely, accurate and positive manner.
• Will perform various assurance procedures in accordance with professional standards and as directed by the engagement supervisor; prepare needed workpapers and financial statements.
• Research financial reporting issues as assigned.
• Handle intermediate to advanced general accounting task including but not limited to general ledgers, financial statements, and other related financial documents.
• Must maintain a high level of confidentiality.

Pay: Based on experience. This position is exempt.

Huberty offers a robust benefit package including; health, dental/vision, life insurance, paid time off, 401K plan, dress for day, flexible work schedule and much more.

Huberty is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Sheboygan

Huberty is a CPA-led, professional service firm where an inspired team place clients first. At Huberty, our mission is to be the most sought-after firm in our core service area: Accounting, Analysis, Strategy, and Planning. Our vision is to be a destination for innovation and inspiration.

Our firm’s strategy and vision are driven by our culture day in and day out. We focus on strategies that enhance the overall well‐being of our team members. In fact, at Huberty, our entire strategic platform revolves around building a culture of trust and promoting happy, healthy, and fulfilled employees and owners. Our commitment to culture isn’t just talk. If you’re looking for a career that inspires you to be your best self, Huberty is your destination.

Key Success Factors:

• Ability to apply self to learning and applying technical skills.
• Co-operative team player.
• Interest in business and commercial affairs.
• 3-4 years of experience with tax

Responsibilities:

• Develops an understanding of the business and the Consultant role.
• Develops technical skills both on the job and through formal learning channels.
• Works as an effective team member to complete project components and assignment tasks.
• Build working relationships at peer client level.
• Seeks to gain knowledge of client businesses.
• Effectively documents work.
• As a member of the team - implements solutions for clients.
• Identifies task issues as well as task progress in a timely and organized manner.
• Demonstrates an active interest in the business world by keeping abreast of market trends and business developments.
• Assists in proposal development and research gathering as requested.
• Participates in office wide initiatives – recruitment, marketing etc.
• Actively pursues self-development opportunities in line with the competency model.
• Builds strong team relationship skills.
• Must be able to respond to client needs in a timely, accurate and positive manner.
• Will perform various assurance procedures in accordance with professional standards and as directed by the engagement supervisor; prepare needed workpapers and financial statements.
• Research financial reporting issues as assigned.
• Handle intermediate to advanced general accounting task including but not limited to general ledgers, financial statements, and other related financial documents.
• Must maintain a high level of confidentiality.

Pay: Based on experience. This position is exempt.

Huberty offers a robust benefit package including; health, dental/vision, life insurance, paid time off, 401K plan, dress for day, flexible work schedule and much more.

Huberty is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Fond du Lac

Huberty is a CPA-led, professional service firm where an inspired team place clients first. At Huberty, our mission is to be the most sought-after firm in our core service area: Accounting, Analysis, Strategy, and Planning. Our vision is to be a destination for innovation and inspiration.

Our firm’s strategy and vision are driven by our culture day in and day out. We focus on strategies that enhance the overall well‐being of our team members. In fact, at Huberty, our entire strategic platform revolves around building a culture of trust and promoting happy, healthy, and fulfilled employees and owners. Our commitment to culture isn’t just talk. If you’re looking for a career that inspires you to be your best self, Huberty is your destination.

Key Success Factors: Develops and maintains a positive working relationship with others • Keeps pace with changes and acquires knowledge/skills to better the client experience • Takes pride in achievement of team objectives • Organized project management and follow-through • Developing positive relationships with clients and team members • Strong documentation and communications skills

Responsibilities: Manages calendar and schedules meetings for clients • Preparers and coordinates documents in preparation for meetings • Participation as needed in clients meetings, review of client concerns, beneficiaries, assisting with technology, and taking notes • Educate clients on the on-line tools and resources available to them • Prompt post meeting processes and follow up • Transcribe notes for client meetings into Redtail CRM database • Open, transfer, and close customer accounts and maintain appropriate account records • Process all required paperwork to create, maintain and service client’s accounts • Anticipate client needs, solves problems and follows through with exceptional service • Responsible for processing deposit of clients checks with third party companies

Qualifications/Skills/Experience and Personal Attributes: Document all relevant action items and tasks being tracked in Redtail CRM • Interacts with Cetera Financial Specialists home office staff to develop and cooperative relations and guarantee timely follow through on requests Qualifications/Skills and Experience and Personal Attributes • 0-3 years of prior insurance or financial experience desired • Possesses a Series 7 and Series 66 Licenses and WI Insurance Licenses • Core knowledge of financial industry, financial products and financial planning concepts • Knowledge of the firms financial planning and other core systems • Proficient in Microsoft Excel, Word, Adobe PDF • Ability to perform basic financial analysis • High communication skills • Excellent organizational skills • CRM database experience and tasks management • Knowledge of planning areas including financial planning, investments, budgeting, taxes, risk management and estate planning • Knowledge of technology solutions used by the firm

Pay: Based on experience. This position is exempt.

Huberty offers a robust benefit package including; health, dental/vision, life insurance, paid time off, 401K plan, dress for day, flexible work schedule and much more.

Huberty is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Ripon

Huberty is a CPA-led, professional service firm where an inspired team place clients first. At Huberty, our mission is to be the most sought-after firm in our core service area: Accounting, Analysis, Strategy, and Planning. Our vision is to be a destination for innovation and inspiration.

Our firm’s strategy and vision are driven by our culture day in and day out. We focus on strategies that enhance the overall well‐being of our team members. In fact, at Huberty, our entire strategic platform revolves around building a culture of trust and promoting happy, healthy, and fulfilled employees and owners. Our commitment to culture isn’t just talk. If you’re looking for a career that inspires you to be your best self, Huberty is your destination.

Key Success Factors:

• Ability to apply self to learning and applying technical skills.
• Co-operative team player.
• Interest in business and commercial affairs.

Responsibilities:

• Develops an understanding of the business and the Consultant role.
• Develops technical skills both on the job and through formal learning channels.
• Works as an effective team member to complete project components and assignment tasks.
• Build working relationships at peer client level.
• Seeks to gain knowledge of client businesses.
• Effectively documents work.
• As a member of the team - implements solutions for clients.
• Identifies task issues as well as task progress in a timely and organized manner.
• Demonstrates an active interest in the business world by keeping abreast of market trends and business developments.
• Assists in proposal development and research gathering as requested.
• Participates in office wide initiatives – recruitment, marketing etc.
• Actively pursues self-development opportunities in line with the competency model.
• Builds strong team relationship skills.
• Must be able to respond to client needs in a timely, accurate and positive manner.
• Will perform various assurance procedures in accordance with professional standards and as directed by the engagement supervisor; prepare needed workpapers and financial statements.
• Research financial reporting issues as assigned.
• Handle intermediate to advanced general accounting task including but not limited to general ledgers, financial statements, and other related financial documents.
• Must maintain a high level of confidentiality.

Pay: Based on experience. This position is exempt.

Huberty offers a robust benefit package including; health, dental/vision, life insurance, paid time off, 401K plan, dress for day, flexible work schedule and much more.

Huberty is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Ripon

Huberty is a CPA-led, professional service firm where an inspired team places clients first. At Huberty, our mission is to be the most sought-after firm in our core service area: Accounting, Analysis, Strategy, and Planning. Our vision is to be a destination for innovation and inspiration.

Our firm’s strategy and vision are driven by our culture day in and day out. We focus on strategies that enhance the overall well‐being of our team members. In fact, at Huberty, our entire strategic platform revolves around building a culture of trust and promoting happy, healthy, and fulfilled employees and owners. Our commitment to culture isn’t just talk. If you’re looking for a career that inspires you to be your best self, Huberty is your destination.

Responsibilities-Duties: • Strong client service delivery by executing engagements and placing clients first in one’s daily time management. • Prepares semi-complex individual and business tax returns in accordance with professional standards as directed by the Managing Office Shareholder. • Plans, organizes and controls multiple responsibilities and resources to achieve assignment objectives and production goals. • Applies technical expertise and interprets laws, regulations, and standards to formulate client related recommendations. • Advises, trains and supports team members by inspiring them daily to maximize their current and future potential. • Mentors team members to increase retention and utilization. • Reviews federal and state income tax returns for individuals, businesses, and exempt organizations. • Gains client’s confidence through responsiveness, accuracy, and efficiency

Qualifications: • Must be able to embrace innovation and adapt to various technology platforms • Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude • Strong accounting and analytical skills • Ability to effectively communicate, both verbally and written • Must maintain a high level of confidentiality • QuickBooks knowledge is desired • Strong attention to detail with ability to multi task • Must have a valid WI driver’s license

Education & Experience: • Bachelor’s Degree in Accounting or Business, CPA preferred or eligible to sit for the exam • Must have five or more years of public accounting tax experience • A minimum of 2 years of previous supervisory experience

One of our core strategic objectives is to provide our employees with happy, healthy, and fulfilled employees and owners. To recognize that objective, we provide our team members with a comprehensive benefit package, which includes:

Health Insurance Dental-Vision Insurance Flex Spend - Dependent Care 125 Plan HSA Short & Long Term Disability Life Insurance Employer Matching 401K Paid Time Off (PTO) 7.5 Paid Holidays Continuing Professional Education Bonus for Passing CPA Exam Dress for your Day Optional Saturdays During Tax Season Trimester Conversations to Promote Career Development

Huberty is an equal opportunity employer.