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Ea Financial Jobs in Wisconsin (NOW HIRING)

DWM Tax Planning

Be Seen First

Tax Preparer / Tax Advisor

Appleton, WI · On-site

$50K - $60K/yr

Dreyer Wealth Management helps individuals and families make confident financial decisions through ... EA or CPA preferred but not required; we will support your pursuit of the EA credential

Euroclear

WI · On-site

$100 - $140/hr

Locations Belgium France Division You will be joining the Enterprise Architecture (EA) division at Euroclear, a leading post-trade financial market infrastructure. The EA division is an experienced ...

Salzgitter Konzern

Executive Assistant

New Berlin, WI · On-site

The Executive Assistant (EA) is responsible for managing administrative support for the Board of Directors (Chief Financial Officer, Chief Sales Officer and Chief Operations Officer) and other ...

Salzgitter Konzern

Executive Assistant

New Berlin, WI · On-site

The Executive Assistant (EA) is responsible for managing administrative support for the Board of Directors (Chief Financial Officer, Chief Sales Officer and Chief Operations Officer) and other ...

KHS USA INC

Executive Assistant

Waukesha, WI · On-site

The Executive Assistant (EA) is responsible for managing administrative support for the Board of Directors (Chief Financial Officer, Chief Sales Officer and Chief Operations Officer) and other ...

SVA

Senior Accountant - Non-Profit

Madison, WI · On-site

$72K - $91K/yr

Prepare financial statements. * Prepare moderate to difficult income tax and informational returns ... Prepare for and take the CPA examination or EA exam, if appropriate. * Act as a buddy for interns ...

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Ea Financial information

What is an EA Financial?

EA Financial professionals typically refer to individuals who work in financial roles within companies or organizations, focusing on providing expert advice, managing financial records, and ensuring compliance with financial regulations. The 'EA' can stand for Enrolled Agent, a tax advisor certified by the IRS, or it may refer to other financial professionals working in executive assistant or financial analyst roles. These professionals are responsible for preparing tax returns, representing clients before the IRS, analyzing financial data, and supporting financial decision-making. Their expertise helps organizations maintain accurate financial records and adhere to relevant laws and regulations.

How does an EA Financial typically collaborate with executives and finance teams to support organizational goals?

An EA Financial professional often acts as a bridge between senior executives and the finance department, managing schedules, preparing financial reports, and facilitating communication among stakeholders. They support budgeting, expense tracking, and may coordinate meetings where financial strategies are discussed. This role requires strong organizational skills, discretion with sensitive data, and the ability to prioritize tasks in a fast-paced environment. Collaboration is key, as EA Financial professionals regularly liaise with team members across departments to ensure alignment on financial objectives and deadlines.

What are the key skills and qualifications needed to thrive as an Executive Assistant in a financial setting?

To thrive as an Executive Assistant in finance, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with financial software (like Excel, QuickBooks, or Bloomberg Terminal), calendar management tools, and often certification such as CAP or MOS is valuable. Excellent communication, discretion, and proactive problem-solving set top performers apart in this role. These skills enable efficient executive support, accurate financial coordination, and confidentiality in a high-stakes, fast-paced environment.

What is the difference between Ea Financial vs Financial Advisor?

AspectEa FinancialFinancial Advisor
CredentialsMay require specific certifications like Series 7, Series 66, or CFP depending on services offeredTypically requires CFP, Series 7, Series 66, or similar certifications
Work EnvironmentOften works within financial firms, banks, or as independent consultantsWorks in banks, financial planning firms, or independently with clients
Industry UsageCommonly used in financial services, investment firms, and bankingWidely used across financial planning, investment advising, and wealth management

Both Ea Financial and Financial Advisor roles involve financial planning and investment advice, often requiring similar certifications. However, Ea Financial may focus more on specific financial products or services within certain firms, while Financial Advisors typically provide comprehensive financial planning to individual clients. The roles overlap significantly, but the context and scope can differ based on employer and specialization.

What are popular job titles related to Ea Financial jobs in Wisconsin?

For Ea Financial jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Ea Financial jobs in Wisconsin look for?

The top searched job categories for Ea Financial jobs in Wisconsin are:

What cities in Wisconsin are hiring for Ea Financial jobs?

Cities in Wisconsin with the most Ea Financial job openings:

Ea Financial jobs near you
Infographic showing various Ea Financial job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Casual/Seasonal Tax Consultant

Compeer Financial

Fond Du Lac, WI

Part-time, Temporary

Posted 7 days ago

Compeer Financial rating

9.1

Company rating: 9.1 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

This temporary position will work part-time January - April, and is located out of Fond du Lac, WI office location. 

The contributions you will make: 

This position performs tax return preparation services for clients. Manages the delivery of tax and accounting products and services.

A typical day: 

  • Prepares income tax returns for individual, partnership and corporate clients.
  • Prepares payroll tax, 1099, W2 and related forms and reports.
  • Provides technical tax and accounting expertise to team members and clients when questions arise.

The skills and experience we prefer you have: 

  • Bachelor's degree in accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • 3+ years of experience in tax return preparation.
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required.
  • Knowledge of federal and state laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
  • Experience in planning and preparation of farm taxes preferred.
  • Exercises a high level of ethical and professional judgement.
  • Problem solving, decision making and organizational skills.
  • Computer skills, including MS Office applications and tax and accounting software.
  • Analytical skills with attention to detail.

How we will take care of you:

Actual hourly rate offered is dependent upon year in school, work experience, transferable skills, business needs and market demands. The hourly rate range is subject to change and may be modified in the future.

What Compeer Financial employees say

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