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About the Role

Join our growing Technology Industry team, where you'll work with a dynamic portfolio of clients ranging from early-stage SaaS and PaaS startups to established companies preparing for acquisition or investment. Many of our clients are lean on internal accounting resources and rely on us not just for audits, but as trusted partners to guide them through GAAP complexities, foreign subsidiary considerations, and investor-readiness. If you thrive on onboarding new clients, teaching, and building strong, collaborative relationships, this is the role for you.

Responsibilities

Manage audit, review, compilation engagements, and multiple teams. Provide performance feedback to all members of those teams when engagements end.
Partner with Senior Managers, Directors, and Partners in risk assessment, audit procedures, and reporting.
Oversee daily operations of the audit engagement, including staffing, planning, budgeting, risk assessment, fieldwork, financial reporting, and conclusion.
Research and communicate guidance on complex accounting matters and transactions.
Assist clients with GAAP compliance and the adoption of FASB Accounting Standard Updates. Address client concerns and resolve problems as they arise while communicating proactively and promptly.
Serve as an instructor in the firm, department training programs, and meetings.
Take part in and provide leadership in community, networking, and business development activities.

Requirements

Bachelor's degree in accounting or finance required.
CPA license required.
5 years of experience, preferably in public accounting.
Experience with revenue recognition, stock-based compensation, convertable debt and capatialized software is preferred.
Experience with SAFE (Simple Agreements for Future Equity) preferred.
Ability to travel up to 10% to client sites.
Excellent written and verbal communication and interpersonal skills.

Location

Remote

Work Type

Remote

Experience Level

5 years of experience

Education Level

Bachelor's degree in accounting or finance
CPA license

Salary/Compensations

$97,000 to $145,000

Benefits

8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
401(k) savings plan & profit share
Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D

About the Company

At Wipfli, people count.
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.

Equal Opportunity

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard 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 hr@wipfli.com.