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Senior Gift Processing Jobs in Wisconsin (NOW HIRING)

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... systems, processes, and controls to support our next phase of expansion. This is a unique ... Develop and maintain working knowledge of various financial planning concepts, such as gift, estate ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... systems, processes, and controls to support our next phase of expansion. This is a unique ... Develop and maintain working knowledge of various financial planning concepts, such as gift, estate ...

New

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... systems, processes, and controls to support our next phase of expansion. This is a unique ... Develop and maintain working knowledge of various financial planning concepts, such as gift, estate ...

Zurn Elkay Water Solutions

Project Manager

Milwaukee, WI · On-site

$75K - $110K/yr

... senior leadership. You will be responsible for providing program management support for strategic ... Lead the improvement of processes and tools * Drive accountability to schedules and budget by ...

Elkay Manufacturing

Project Manager

Milwaukee, WI · On-site

$75K - $110K/yr

... senior leadership. You will be responsible for providing program management support for strategic ... Lead the improvement of processes and tools * Drive accountability to schedules and budget by ...

SVA

HNW/Trust and Estates Manager

Madison, WI · On-site

Our exceptional team is comprised of tax principals, managers, senior accountants, staff ... processes. Successful candidates should also be certified as a CPA or EA. Experience in staff ...

SVA

HNW/Trust and Estates Manager

Brookfield, WI · On-site

Our exceptional team is comprised of tax principals, managers, senior accountants, staff ... processes. Successful candidates should also be certified as a CPA or EA. Experience in staff ...

Fiserv, Inc.

VP Software Development

Milwaukee, WI · On-site

... processes. Build and scale high-performing, diverse engineering teams across multiple locations ... card, debit card, gift card, prepaid card, ACH and alternate payment flows; 10 years leading ...

Sentry

Print to Mail Operator I

Stevens Point, WI · On-site

$16.50 - $20/hr

Confers with supervisors or more senior associates to determine appropriate actions during a run ... Sentry Foundation gift matching program to encourage charitable giving. About Sentry We take great ...

Sentryinsurance

Print to Mail Operator I

Stevens Point, WI · On-site

$16.50 - $20/hr

Confers with supervisors or more senior associates to determine appropriate actions during a run ... Sentry Foundation gift matching program to encourage charitable giving. About Sentry We take great ...

Sentry

Underwriting Manager - Middle Market

Madison, WI · On-site

... process, problem solving, performance, partnering, purpose and people. In addition, you will ... Sentry Foundation gift matching program to encourage charitable giving. About Sentry: We take great ...

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Senior Gift Processing information

What does a senior gift processing specialist do?

A Senior Gift Processing Specialist is responsible for managing and overseeing the processing of donations and contributions within an organization, typically in a nonprofit or educational setting. They ensure that gifts are accurately recorded, acknowledged, and reported in accordance with organizational policies and regulatory requirements. This role often involves supervising junior staff, troubleshooting complex transactions, and working with fundraising or finance teams to maintain data integrity and donor relations. Senior Gift Processing Specialists also help develop and improve gift processing procedures to enhance efficiency and compliance.

What are some common challenges faced by senior gift processing professionals, and how can they be addressed?

Senior Gift Processing professionals often encounter challenges such as handling high volumes of donations during peak fundraising periods, ensuring the accuracy of data entry, and maintaining compliance with evolving financial and privacy regulations. Staying organized through effective workflow management tools and regular team communication can help mitigate errors. Additionally, ongoing training in donor management systems and keeping up-to-date with best practices can support accuracy and regulatory compliance while fostering a collaborative team environment.

What are the key skills and qualifications needed to thrive as a senior gift processing specialist?

To excel as a Senior Gift Processing Specialist, you need experience in donation management, attention to detail, and familiarity with fundraising databases, often supported by a bachelor’s degree or equivalent work experience. Proficiency with CRM systems like Raiser's Edge, data entry software, and knowledge of IRS guidelines for charitable gifts are typically required. Strong organizational skills, discretion, and effective communication are essential soft skills for this role. These competencies ensure accurate and timely gift processing, regulatory compliance, and positive donor relations, all of which are critical for successful fundraising operations.
What are popular job titles related to Senior Gift Processing jobs in Wisconsin? For Senior Gift Processing jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Senior Gift Processing jobs in Wisconsin look for? The top searched job categories for Senior Gift Processing jobs in Wisconsin are:
What cities in Wisconsin are hiring for Senior Gift Processing jobs? Cities in Wisconsin with the most Senior Gift Processing job openings:
Senior Gift Processing jobs near you

HNW/Trust and Estates Manager

SVA Certified Public Accountants, S.C.

Brookfield, WI • On-site, Remote

Full-time

Posted 15 days ago

Job description

If you are looking for a truly meaningful career...this is it! SVA HNW Trust & Estates Managers partner with business owners, their families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation.  Wealth transfer and succession planning are important to clients – they value the highly intense connections we make with them. In this role, you will engage directly with the clients to inform and guide their decision-making, while collaborating with our internal leaders on client relationship management – providing multiple touchpoints for the clients.  

Our exceptional team is comprised of tax principals, managers, senior accountants, staff, paraprofessionals, and everything in between. We possess a high level of understanding and expertise that spans many areas that all align around the goal of solving our client’s business and wealth transfer issues to ultimately provide them Measurable Results®. Every colleague at SVA epitomizes our 31 Fundamental behaviors that enable us to take great care of our clients and each other. SVA has achieved Great Place to Work status seven years running.

Qualifications for this role include 5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles.  Typical education backgrounds include bachelor’s degree in accounting or related fields that demonstrate an understanding of tax and planning processes.  Successful candidates should also be certified as a CPA or EA.  Experience in staff supervision and training is important as well.

We're flexible for the right candidates: full or part time or seasonal; remote or hybrid (brick and mortar offices = Madison WI, Brookfield WI, and Colorado Springs CO); we appreciate diverse backgrounds and experience – we can develop the right candidates to be successful. What's critical is that we attract team members who have the mindset and skills to help our clients solve problems and get the right things done.

Industry

  • Tax Consulting & Compliance

Responsibilities include:

  1. Overseeing client projects from engagement planning to implementation and beyond
  2. Develop and manage an engagement plan for implementation
  3. Coordinating client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
  4. Understand and establish priorities
  5. Identify resource requirements and assign staffing consultants to projects
  6. Monitor performance of project tasks
  7. Identifying, tracking, and managing action items, issues, and risks, and serving as liaison between the client team and our internal service team to resolve all in a timely manner
  8. Preparing and sending weekly status reports
  9. Collaborating with peers to ensure our team is exceeding clients’ expectations
  10. Delivering projects on time and within the budget
  11. Professional development through community organizational involvement and business solicitation
  12. All other duties as assigned

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