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Robert Half Estate Planning Specialist in Milwaukee, Wisconsin


You might be a good fit for this Full Charge Bookkeeper opportunity with growth potential, if you multi-task effectively and have strong communication, organizational, and time-management skills. Robert Half has an opening for a Full Charge Bookkeeper/Estate Planner that might be just what you're looking for. The Full Charge Bookkeeper position is a long-term contract / temporary to hire opportunity in Milwaukee, Wisconsin. If you think you have what it takes to be responsible for all general accounting and bookkeeping functions, including the preparation of financial statements, as well as establishing and maintaining the organization's accounting principles, practices, procedures, and initiatives, you might be a good candidate for this job.

Key responsibilities

  • Studying and adhering to federal, state, and local legal requirements, filing reports, and detailing needed actions to management

  • Supervising accounting clerks and entry-level bookkeepers

  • Ensuring correct and punctual monthly, quarterly and year end close

  • Preparing depreciation schedules by tracking fixed assets

  • Performing accounts payable and accounts receivable functions, including collections

  • Completing bank and general ledger reconciliations; processing payroll

  • Preparing the trial balance and financial statements, including balance sheet and statements regarding income and cash flows

  • Carefully filing documents to preserve historical records

    Requirements - High school diploma or comparable diploma with an AA degree or higher in Accounting or Business preferred

  • Proficient at analyzing financial data and promptly creating accurate reports

  • A deep understanding of accrual and cash basis of accounting

  • Ability to multitask and communicate effectively with individuals of all backgrounds

  • Strong organizational skills and attention to detail are a must

  • Show the ability to adapt and learn new techniques and skill sets when required

  • Can work independently with minimal supervision

  • Adeptness in Bookkeeping Functions

  • General familiarity with Microsoft Office Suites

  • Computer Data Entry experience

  • Estate planning experience highly preferred

  • Practical knowledge of Accounting Principles

  • Demonstrated knowledge of Quickbooks Online

  • Financial reporting experience

  • Foundational knowledge in Perform Data Entry

  • HR Payroll System experience desired

  • Bill Payment experience required

    • Proficiency with Excel, Quickbooks, and Peachtree
  • 1+ years of relevant experience in bookkeeping

  • Experience with payroll preferred

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.3195. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

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