Overview
At Wipfli people count
At Wipfli our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home Wipfli offers a career-defining opportunity.
This job can be work remotely anywhere in the US.
Responsibilities
Responsibilities:
- Review and deliver financial reports and KPIs.
- Assist with budgeting forecasting and cash flow modeling.
- Provide technical accounting assistance to clients and internal engagement teams.
- Develop and coach staff and senior accountants.
- Collaborate with advisory teams and external partners.
- Identify opportunities to transition clients to higher-value services in collaboration with advisory teams.
- Assist with onboarding new clients including system setup and process documentation.
- Monitor team KPIs and implement process improvements.
- Support the integration of new technology platforms and train team members on system enhancements.
Knowledge Skills and Abilities
Qualifications:
- Bachelors degree in accounting finance or business required.
- 46 years of experience in public or private accounting
- 3 years of managing associates and/or teams.
- Professional certification ( CPA) preferred.
- Ability to balance multiple projects simultaneously.
- Proficiency in accounting software specifically Intaact QuickBooks Online Netwuite Microsoft Office Suit and a demonstrated ability to embrace new technologies.
- Strong interpersonal and relationshipbuilding skills.
- Excellent written verbal and presentation skills
- Ability to travel up to 10%
Christine Villicana from Wipflis recruiting team will be guiding you through this process. Visit herLinkedIn Pageto connect!
#LI-HYBRID
#LI-CV1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race creed color religion national origin sex age marital status sexual orientation gender identify veteran status disability or any other characteristics protected by federal state or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application interview or participate in our recruiting process please send us an email at
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans) dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage a 401(k) savings plan & profit share as well as Firm matching contribution well-being incentive education & certification assistance flexible time off family care leave parental leave family formation benefits cell phone reimbursement and travel rewards. Voluntary benefit offerings include critical illness & accident insurance hospital indemnity insurance legal long-term care pet insurance ID theft protection and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law regulations and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Required Experience:
Manager
OverviewAt Wipfli people countAt Wipfli our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.People truly matter and th...
Overview
At Wipfli people count
At Wipfli our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home Wipfli offers a career-defining opportunity.
This job can be work remotely anywhere in the US.
Responsibilities
Responsibilities:
- Review and deliver financial reports and KPIs.
- Assist with budgeting forecasting and cash flow modeling.
- Provide technical accounting assistance to clients and internal engagement teams.
- Develop and coach staff and senior accountants.
- Collaborate with advisory teams and external partners.
- Identify opportunities to transition clients to higher-value services in collaboration with advisory teams.
- Assist with onboarding new clients including system setup and process documentation.
- Monitor team KPIs and implement process improvements.
- Support the integration of new technology platforms and train team members on system enhancements.
Knowledge Skills and Abilities
Qualifications:
- Bachelors degree in accounting finance or business required.
- 46 years of experience in public or private accounting
- 3 years of managing associates and/or teams.
- Professional certification ( CPA) preferred.
- Ability to balance multiple projects simultaneously.
- Proficiency in accounting software specifically Intaact QuickBooks Online Netwuite Microsoft Office Suit and a demonstrated ability to embrace new technologies.
- Strong interpersonal and relationshipbuilding skills.
- Excellent written verbal and presentation skills
- Ability to travel up to 10%
Christine Villicana from Wipflis recruiting team will be guiding you through this process. Visit herLinkedIn Pageto connect!
#LI-HYBRID
#LI-CV1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race creed color religion national origin sex age marital status sexual orientation gender identify veteran status disability or any other characteristics protected by federal state or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application interview or participate in our recruiting process please send us an email at
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans) dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage a 401(k) savings plan & profit share as well as Firm matching contribution well-being incentive education & certification assistance flexible time off family care leave parental leave family formation benefits cell phone reimbursement and travel rewards. Voluntary benefit offerings include critical illness & accident insurance hospital indemnity insurance legal long-term care pet insurance ID theft protection and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law regulations and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Required Experience:
Manager
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