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About the Role

At Wipfli, people count. We believe in flexibility, focus on relationships, and encourage individuals to follow their own path. Wipfli offers a career-defining opportunity for those looking to make a difference and find a professional home.

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.
• 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.

Requirements

• Bachelor’s degree in accounting, finance, or business required.
• 4–6 years of experience in public or private accounting.
• 3+ years of managing associates and/or teams.
• Ability to balance multiple projects simultaneously.
• Ability to travel up to 10%

Skills

• Professional certification (e.g.,MBA, CPA) preferred.
• Proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct, PointCareClick.
• Demonstrated ability to embrace new technologies.
• Strong interpersonal and relationship‑building skills.
• Excellent written, verbal and presentation skills

Location

• REMOTE

Work Type

• Full-time

Experience Level

• 4-6 years of experience
• 3+ years of management experience

Education Level

• Bachelor's degree in accounting, finance, or business

Salary/Compensations

• $97,000 to $145,000

Benefits

• Annual discretionary bonus
• 8 health plan options (HMO & PPO)
• Dental and vision coverage
• 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 with 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
• Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D

About the Company

• "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