Jobs at Wipfli
5,446 open positions
Senior Accountant, Tax - High Net Worth
Company: Wipfli
Location: Milwaukee, WI
Posted Mar 15, 2024
<p><strong>At Wipfli people count<strong> <br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br ><strong>Responsibilities <strong><br ><p><ul><li>Responsible for managing and coordinating tax compliance and advisory work for clients<li> <li>Review Individual Trust and Estate tax returns<li> <li>Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services<li> <li>Research and consult on technical matters and special projects<li> <li>Proactively build relationships and communicate effectively with the client to provide superior client service<li> <li>Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects<li> <li>Manage train and develop staff Participate in the performance review process<li> <li>Attain a thorough technical competency and industry specific expertise through CPE firmindustry group events webinars etc<li> <li>Review taxrelated information to include tax provisions depreciation schedules property tax returns etc<li> <li>Lead multidisciplined client service teams for account planning<li> <li>Prepare and review client correspondence<li> <li>Actively participate in firm sponsored events for industryspecific andor regional clients and prospects<li> <ul><p><br ><strong>Qualifications<strong><br ><p><ul><li>Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience<li> <li>CPA certification or progress towards obtaining preferred in the respective state in which they are practicing or actively pursuing CPA certification<li> <li>Requires at 4+ years of job related experience<li> <li>Requires prior accounting andor tax experience<li> <li>Subject matter leader in similar accounting andor tax services<li> <li>Management andor mentoring experience with other staff members<li> <li>Experience making recommendations to management<li> <li>Prior public accounting experience desired<li> <ul><p><br >Carly Seidl from our recruiting team will be guiding you through this process Check out her LinkedIn here<br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom<br >LIHybrid LICS1<p>
Billing Specialist
Company: Wipfli
Location: Remote
Posted Mar 12, 2024
<p><strong>At Wipfli people count<strong><br >Our people are core to everything we do the catalyst behind our ability to create exceptional impact and extraordinary results We believe in flexibility We focus on relationships We encourage each person to follow their own path And we seek feedback openly from all People matter here and they feel it We value curiosity curious is more than a personality trait Its a way of thinking Of learning Of working Theres purpose in this wonder It makes us better It makes us Wipfli If you want to be in an environment where you can make a difference and make a professional home Wipfli is the place for you<br >Job Summary<br >Under the direction of the Billing and Collections BC Senior Analyst the Analyst I provides billing support for designated Industry groups Ensuring the timely and accurate billing of clients and supporting overall central billing operations including monitoring workflows and applying consistent billing practices in accordance with company policies and procedures<br >Essential Responsibilities <br ><p><ul><li>Develops a specialized billing knowledge and software proficiency in specific Industry groups andor service lines while maintaining a positive collaborative work environment<li> <li>Analyze work in process WIP engagement letters and any out of scope OOS and generate invoices for clients based on services provided Reviews final invoices with Relationship Executives before distributing to clients<li> <li>Assists Job Billers and Client Relationship Executives with billing questions or software or invoice issues<li> <li>Produces high quality work in compliance with work processing guidelines and firm standards including proofreading and report compilations<li> <li>Maintains accurate and uptodate records of invoices payments adjustments and other billingrelated activities<li> <li>Collaborates with other departments and clients to resolve issues adhere to timelines and provide outstanding customer service<li> <li>Assists with Identifying opportunities for streamlining billing processes reducing errors and improving efficiency<li> <li>Generates regular reports related to billing activities such as aging reports revenue analysis or billing summaries<li> <li>Maintains and updates billing systems or software Including updating client information<li> <li>Assists other team members with overflow work<li> <ul><p><br >Required Qualifications<br ><p><ul><li>High School Diploma or equivalent combination of education and experience<li> <li>3+ years of progressive administrative work experience in the areas of accounts receivable or accounts payable<li> <ul><p><br >Preferred Qualifications<br ><p><ul><li>Associates degree<li> <li>Experience working for a CPA or other Professional Services Firm<li> <li>Experience in billing and collections <li> <ul><p><br >Skills amp Abilities<br ><p><ul><li>Ability to plan prioritize and organize work effectively<li> <li>Detailoriented and meticulous in caring about the accuracy of the information being typed and submitted to clients<li> <li>Skills in reviewing proofing and verifying data<li> <li>Ability to balance many projects simultaneously<li> <li>Ability to work under pressure and time deadlines<li> <li>Demonstrate good business judgement in decision making<li> <li>Maintain the integrity of confidential information<li> <li>Ability to develop and demonstrate general knowledge of the firms products and services<li> <li>Analyze data and recommend solutions<li> <li>Ability to use and learn additional software programs and train associates in their use<li> <li>Ability to work with a diverse group of clients and associates while maintaining a positive attitude towards the work team and firm<li> <li>Ability to be flexible with scheduling to meet workflow demands<li> <li>Clear concise verbal and written communication skills and accurate grammar usage<li> <li>Proficient in Word and Outlook <li> <li>Advanced Excel skills including understanding Excel macros and commands such as vlookup<li> <ul><p><br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom<br >Wipfli supports equal pay for equal work and values each candidates unique experiences and skill sets The estimated pay range for this position is $1700 $2800 an hour Compensation within the range is determined by a variety of factors including but not limited to location individuals skills experience training licensure and certifications business needs and applicable employment laws<br >Individuals may be eligible for an annual discretionary bonus subject to participation rules and based on a variety of factors including but not limited to individual and Firm performance<br >Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Highlights include 8 health plan options both HMO amp PPO plans dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program Other benefits include firmsponsored basic life and short and longterm disability coverage a 401k savings plan amp profit share as well as Firm matching contribution wellbeing incentive education amp 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 amp accident insurance hospital indemnity insurance legal longterm care pet insurance ID theft protection and supplemental lifeADampD Eligibility for all benefits programs is dependent on annual hours expectation position statuslevel and location Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<p>
Senior Accountant, Tax - High Net Worth
Company: Wipfli
Location: Remote
Posted Mar 15, 2024
<p><strong>At Wipfli people count<strong> <br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br ><strong>Responsibilities <strong><br ><p><ul><li>Responsible for managing and coordinating tax compliance and advisory work for clients<li> <li>Review Individual Trust and Estate tax returns<li> <li>Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services<li> <li>Research and consult on technical matters and special projects<li> <li>Proactively build relationships and communicate effectively with the client to provide superior client service<li> <li>Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects<li> <li>Manage train and develop staff Participate in the performance review process<li> <li>Attain a thorough technical competency and industry specific expertise through CPE firmindustry group events webinars etc<li> <li>Review taxrelated information to include tax provisions depreciation schedules property tax returns etc<li> <li>Lead multidisciplined client service teams for account planning<li> <li>Prepare and review client correspondence<li> <li>Actively participate in firm sponsored events for industryspecific andor regional clients and prospects<li> <ul><p><br ><strong>Qualifications<strong><br ><p><ul><li>Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience<li> <li>CPA certification or progress towards obtaining preferred in the respective state in which they are practicing or actively pursuing CPA certification<li> <li>Requires at 4+ years of job related experience<li> <li>Requires prior accounting andor tax experience<li> <li>Subject matter leader in similar accounting andor tax services<li> <li>Management andor mentoring experience with other staff members<li> <li>Experience making recommendations to management<li> <li>Prior public accounting experience desired<li> <ul><p><br >Carly Seidl from our recruiting team will be guiding you through this process Check out her LinkedIn here<br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom<br >Wipfli supports equal pay for equal work and values each candidates unique experiences and skill sets The estimated pay range for this position is $64000 to $114000 Compensation within the range is determined by a variety of factors including but not limited to location individuals skills experience training licensure and certifications business needs and applicable employment laws<br >Individuals may be eligible for an annual discretionary bonus subject to participation rules and based on a variety of factors including but not limited to individual and Firm performance<br >Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Highlights include 8 health plan options both HMO amp PPO plans dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program Other benefits include firmsponsored basic life and short and longterm disability coverage a 401k savings plan amp profit share as well as Firm matching contribution wellbeing incentive education amp 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 amp accident insurance hospital indemnity insurance legal longterm care pet insurance ID theft protection and supplemental lifeADampD Eligibility for all benefits programs is dependent on annual hours expectation position statuslevel and location Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<br >LIRemote LICS1<p>
Senior Audit Accountant, Technology Industry
Company: Wipfli
Location: Remote
Posted Mar 15, 2024
<p>At Wipfli people count<br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br >This role is part of our audit team focused on serving technology clients Think Saas Fintech Biohealth<br >Responsibilities<br ><p><ul><li>Audit financial statements quarterly financial information and clients annual reports<li> <li>Take part in preaudit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures <li> <li>Identify accounting and audit issues and perform research to solve issues<li> <li>Responsible for testing internal controls policies and procedures and making recommendations<li> <li>Perform audits under Generally Accepted Auditing Standards GAAS Generally Accepted Accounting Principles GAAP Public Company Accounting Oversight Board PCAOB American Institute of Certified Public Accountants AICPA auditing standards and SarbanesOxley SOX<li> <li>Proactively build relationships and communicate with clients and associates<li> <li>Teach train and develop incoming staffinterns <li> <ul><p><br >Qualifications<br ><p><ul><li>Bachelors degree in accounting finance or related field<li> <li>Requires 13 years of accounting related experience<li> <li>Ability to plan prioritize and organize work effectively on multiple tasks<li> <li>CPA or CPA eligibility required<li> <li>Adaptable to various levels of client complexities of people processes and systems<li> <li>Excellent verbal and written communication skills<li> <ul><p><br >Wipfli is an equal opportunityaffirmative 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<br >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 hrwipflicom<br >Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Benefit offerings include paid sick leave access to free confidential counseling through our Employee Assistance Program Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<br >LISF1 LIRemote<br ><strong>Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Highlights include 8 health plan options both HMO amp PPO plans dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program Other benefits include firmsponsored basic life and short and longterm disability coverage a 401k savings plan amp profit share as well as Firm matching contribution wellbeing incentive education amp 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 amp accident insurance hospital indemnity insurance legal longterm care pet insurance ID theft protection and supplemental lifeADampD Eligibility for all benefits programs is dependent on annual hours expectation position statuslevel and location Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<strong><p>
Paid Social Media Specialist
Company: Wipfli
Location: Remote
Posted Mar 12, 2024
<p><strong>At Wipfli people count<strong><br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br >Wipfli is looking for a dedicated selfdriven and innovative Social Media Specialist to assist in executing and collaborating on marketing strategies campaigns and paid media The ideal candidate will understand how to leverage social media platforms analytics client relationshipbuilding and paid media to support the firms growth goals Candidates should have a proven ability to collaborate and coach across silos and at all levels of Wipfli<br >This role will report to the social media manager and is a part of the Digital Marketing team which is filled with dynamic hardworking and talented marketers who thrive in a collaborative and supportive culture You also would be working closely with several teams including content creative account management and analytics <br >At Wipfli we value everyones perspective and celebrate diverse thoughts If youre a social media expert who thrives in a culture that values integrity excellence teamwork caring and perseverance this is the job for you<br ><strong>Responsibilities<strong><br ><p><ul><li>Work with social media manager to develop oversee and track the results of paid and organic social media campaigns<li> <li>Leverage data and insights to drive informed cohesive social strategies across all channels<li> <li>Collaborate with the content and creative teams to execute the firms social media content calendar<li> <li>Continuously analyze channel performance and provide actionable insights on the effectiveness of various social strategies for different channels<li> <li>Be the expert on best practices for social media for B2B firms<li> <li>Understand Wipflis industries services goals and competitors<li> <li>Promote employee advocacy in producing and managing internal campaigns to highlight Wipfli culture<li> <li>Execute and contribute to Wipfli social media calendar helping drive a balance of topics and a posting schedule in sync with everevolving social media best practices<li> <li>Collaborate with Wipflis engagement editor to grow Wipflis online community by responding to comments and messages and facilitating discussions when appropriate<li> <li>Explore new trends and topics and research competitors<li> <li>Collaborate with diverse and geographically dispersed teammates and subject matter experts<li> <li>Be able to interact with and influence firm associates marketing leaders engagement teams and other business partners to ensure social strategy alignment and execution<li> <ul><p><br ><strong>Qualifications<strong><br ><p><ul><li>Bachelors degree in marketing communications or related field<li> <li>3 5 years of agency or direct social media experience required<li> <li>1 3 years of B2B marketing experience digital<li> <li>1 3 years paid social media experience preference in LinkedIn<li> <li>Expert in Google and social analytics<li> <li>Expert in social media tools and platforms including FacebookMeta Business Suite Twitter LinkedInCampaign Manager Instagram YouTube Optimization and social media scheduling tools<li> <li>Detailoriented with strong verbal and written communications skills<li> <li>Beginner graphic design experience preferred <li> <ul><p><br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom<br >Wipfli supports equal pay for equal work and values each candidates unique experiences and skill sets The estimated pay range for this position is $55000 to $91000 Compensation within the range is determined by a variety of factors including but not limited to location individuals skills experience training licensure and certifications business needs and applicable employment laws<br >Individuals may be eligible for an annual discretionary bonus subject to participation rules and based on a variety of factors including but not limited to individual and Firm performance<br >Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Highlights include 8 health plan options both HMO amp PPO plans dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program Other benefits include firmsponsored basic life and short and longterm disability coverage a 401k savings plan amp profit share as well as Firm matching contribution wellbeing incentive education amp 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 amp accident insurance hospital indemnity insurance legal longterm care pet insurance ID theft protection and supplemental lifeADampD Eligibility for all benefits programs is dependent on annual hours expectation position statuslevel and location Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<br ><strong>LICL2 LIremote<strong><p>
Experienced Administrative Specialist
Company: Wipfli
Location: Philadelphia, PA
Posted Mar 16, 2024
<p>At Wipfli people count<br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br ><strong>This position is located in Radnor PA and has the option to be in person or hybrid<strong><br ><strong>Responsibilities<strong><br ><p><ul><li>Provide administrative support for Growth team and work closely with the market growth leader on special projects as warranted<li> <li>Coordinate meetings and events support local industry focused groups prepare proposals and support use of the firms CRM software<li> <li>Support other Philadelphia teams such as Audit and Office Administration as needed<li> <li>Assist with staff scheduling engagement letters client project coordination and light office administrative support<li> <li>Foster a highperforming business operation and a purposedriven positive team culture<li> <ul><p><br ><strong>Qualifications<strong><br ><p><ul><li>Prefer an associate degree or higher<li> <li>Requires a minimum of three years in an administrative supporting role in a professional work environment<li> <li>Experience working with executive leadership on executivelevel projects and initiatives preferred<li> <li>Requires expert experience in utilizing Microsoft Word amp Outlook and intermediate proficiency in Excel and PowerPoint experience with D365 is a plus<li> <li>Clear concise verbal and written communication skills and accurate grammar usage<li> <li>Ability to be flexible with scheduling to meet workflow demands<li> <ul><p><br >Carly Seidl from our recruiting team will be guiding you through this process Check out her LinkedIn here<br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom<br >LICS1 LIhybrid<p>
Outsourced Controller, Client Advisory Services - Real Estate
Company: Wipfli
Location: Remote
Posted Mar 14, 2024
<p>At Wipfli people count<br >The way you think makes you different At Wipfli we embrace that <br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli <br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team <br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br ><strong>WHAT YOULL DO<strong><br > Manage a remote accounting team including scope of work job time budgets and job profitability Provides general advisory service to clients via scheduled remote meetings regarding the interpretation and use of financial statements Direct point of contact from real estate investment client engagements Partners with client from private equity joint venture and other investors to maintain and foster relationship with primary focus on real estate industry Research and share knowledge of best practices in areas of business concern or interest to each client Calculating investor returns budgetingforecasting asset performance and prepares financial data for loan covenants Advises on cash flow debt structure and leverage Interested in leveraging data analytics and embracing new technology including various accounting software Provide technical accounting assistance to clients and internal team Advise client on process improvement in their accounting department and internal controls Meets with investors to review management reports and other key performance indicators Prepares financial data for loan covenants if applicable Mentor and train direct reports to grow in their roles and responsibilities<br ><strong>WHAT WE SEEK<strong> <br > Bachelors Degree in Accounting 8+ years of advanced hands on full cycle accounting experience including financial statement preparation within the Real Estate industry Previous public accounting experience preferred Minimum of 2 years supervisory experience Ability to quickly embrace adapt and learn new technology that will include various accounting softwares Experience with Netsuite Yardi Appfolio QuickBooks Online and Sage Intacct preferred but not required Proven ability to build and manage relationships Professional certification eg CPA CMA preferred but not required Previous experience with cost accounting inventory valuation reporting and financial forecasting Demonstrate the ability to adapt and learn quickly<br ><strong>Christine Villicana from Wipflis recruiting team will be guiding you through this process Visit her at Christine Villicana | LinkedIn to connect<strong><br >Wipfli is an equal opportunityaffirmative 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 identity citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom<br >Wipfli supports equal pay for equal work and values each candidates unique experiences and skill sets The estimated pay range for this position is $88000 to $160000 Compensation within the range is determined by a variety of factors including but not limited to location individuals skills experience training licensure and certifications business needs and applicable employment laws<br >Individuals may be eligible for an annual discretionary bonus subject to participation rules and based on a variety of factors including but not limited to individual and Firm performance<br >Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Highlights include 8 health plan options both HMO amp PPO plans dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program Other benefits include firmsponsored basic life and short and longterm disability coverage a 401k savings plan amp profit share as well as Firm matching contribution wellbeing incentive education amp 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 amp accident insurance hospital indemnity insurance legal longterm care pet insurance ID theft protection and supplemental lifeADampD Eligibility for all benefits programs is dependent on annual hours expectation position statuslevel and location Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<br >LIREMOTE<br >LICV1<p>
Senior Accountant, Tax - High Net Worth
Company: Wipfli
Location: Greater Denver Area
Posted Mar 15, 2024
<p><strong>At Wipfli people count<strong> <br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br ><strong>Responsibilities <strong><br ><p><ul><li>Responsible for managing and coordinating tax compliance and advisory work for clients<li> <li>Review Individual Trust and Estate tax returns<li> <li>Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services<li> <li>Research and consult on technical matters and special projects<li> <li>Proactively build relationships and communicate effectively with the client to provide superior client service<li> <li>Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects<li> <li>Manage train and develop staff Participate in the performance review process<li> <li>Attain a thorough technical competency and industry specific expertise through CPE firmindustry group events webinars etc<li> <li>Review taxrelated information to include tax provisions depreciation schedules property tax returns etc<li> <li>Lead multidisciplined client service teams for account planning<li> <li>Prepare and review client correspondence<li> <li>Actively participate in firm sponsored events for industryspecific andor regional clients and prospects<li> <ul><p><br ><strong>Qualifications<strong><br ><p><ul><li>Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience<li> <li>CPA certification or progress towards obtaining preferred in the respective state in which they are practicing or actively pursuing CPA certification<li> <li>Requires at 4+ years of job related experience<li> <li>Requires prior accounting andor tax experience<li> <li>Subject matter leader in similar accounting andor tax services<li> <li>Management andor mentoring experience with other staff members<li> <li>Experience making recommendations to management<li> <li>Prior public accounting experience desired<li> <ul><p><br >Carly Seidl from our recruiting team will be guiding you through this process Check out her LinkedIn here<br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom<br >Wipfli supports equal pay for equal work and values each candidates unique experiences and skill sets The estimated pay range for this position is $64000 to $114000 Compensation within the range is determined by a variety of factors including but not limited to location individuals skills experience training licensure and certifications business needs and applicable employment laws<br >Individuals may be eligible for an annual discretionary bonus subject to participation rules and based on a variety of factors including but not limited to individual and Firm performance<br >Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Highlights include 8 health plan options both HMO amp PPO plans dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program Other benefits include firmsponsored basic life and short and longterm disability coverage a 401k savings plan amp profit share as well as Firm matching contribution wellbeing incentive education amp 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 amp accident insurance hospital indemnity insurance legal longterm care pet insurance ID theft protection and supplemental lifeADampD Eligibility for all benefits programs is dependent on annual hours expectation position statuslevel and location Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<br >LIHybrid LICS1<p>
Senior Audit Accountant, Financial Services
Company: Wipfli
Location: Orange County
Posted Mar 18, 2024
<p>At Wipfli people count<br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br >This position has the option to work hybrid There is an expectation of travel to client sites and Wipfli offices The percentage of travel may vary based on client location and industry<br ><strong>Responsibilities<strong><br ><p><ul><li>Audit financial statements quarterly financial information and clients annual reports<li> <li>Take part in preaudit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures <li> <li>Identify accounting and audit issues and perform research to solve issues<li> <li>Responsible for testing internal controls policies and procedures and making recommendations<li> <li>Perform audits under Generally Accepted Auditing Standards GAAS Generally Accepted Accounting Principles GAAP Public Company Accounting Oversight Board PCAOB American Institute of Certified Public Accountants AICPA auditing standards and SarbanesOxley SOX<li> <li>Proactively build relationships and communicate with clients and associates<li> <li>Teach train and develop incoming staffinterns <li> <ul><p><br ><strong>Qualifications<strong><br ><p><ul><li>Bachelors degree in accounting finance or related field<li> <li>Requires at 13 years of accounting related experience<li> <li>Ability to plan prioritize and organize work effectively on multiple tasks<li> <li>CPA or CPA eligibility required<li> <li>Adaptable to various levels of client complexities of people processes and systems<li> <li>Excellent verbal and written communication skills<li> <li>Ability to travel to client sites<li> <ul><p><br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom<br >Wipfli supports Equal Pay for all In addition in the State of California we are committed to equal pay for equal work in accordance with Senate Bill 1162 The pay range for this role is $75000$114000<br >LIHybrid<br >LIMB1<p>
D365 Business Central Client Success Consultant
Company: Wipfli
Location: Remote
Posted Mar 14, 2024
<p>At Wipfli people count <br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br >Responsibilities <br ><p><ul><li>Deliver Dynamics 365 Business Central functional and technical services to our clients that are live on the software<li> <li>Triage monitor followup and resolve tickets with appropriate urgency<li> <li>Coordinate and engage other BC functional and technical experts on resolving complex issues or requests ensuring timely communication with client at all times<li> <li>Apply experience and knowledge while working with deployed clients to share best practices identify functional gaps gather functional requirements recommend solutions including BC configuration Apps andor enhancements to meet business requirements<li> <li>Identify and document customer requirements for new features Effectively coordinate with development resources to build and deliver custom solutions and integrations<li> <li>Manage and execute the biannual major release program for all clients and related environments<li> <li>Support the account management team identify opportunities with clients participate in annual business review and planning calls with our clients<li> <li>Improve the client experience by staying current on emerging Microsoft technologies and released critical updates for Dynamics 365 Business Central<li> <li>Create articles and howto documents to build out Knowledge Management System<li> <li>Embrace and leverage a collaborative approach across a multitude of roles and situations<li> <ul><p><br >Qualifications<br ><p><ul><li>Bachelors degree in computer science business MIS accounting engineering or related field<li> <li>3+ years of experience with software consulting andor support specifically around Microsoft Dynamics NAV Dynamics 365 Business Central<li> <li>Experience with modeling business process and translating requirements into a business application<li> <li>Strong technical aptitude including understanding and experience with the development process and PTEs<li> <li>Knowledge and experience with the Business Central ecosystem of ISVs and App partners and solutions<li> <li>Ability to work directly with clients individually or with a team in a team environment<li> <li>Excellent organizational skills attention to quality and detail selfmotivation and a desire to succeed<li> <li>Possess a professional presence suitable for direct client interaction by phone video or inperson<li> <li>Demonstrated ability to establish priorities manage shifting priorities and handle numerous timesensitive client requests with multiple deadlines <li> <li>Ability to work collaboratively for the best interests of the business and the team<li> <li>Microsoft Dynamics 365 Business CentralDynamics NAV certifications preferred<li> <li>Ability to communicate effectively in both spoken and written English<li> <ul><p><br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom <br >Wipfli supports equal pay for equal work and values each candidates unique experiences and skill sets The estimated pay range for this position is $75000 to $130000 Compensation within the range is determined by a variety of factors including but not limited to location individuals skills experience training licensure and certifications business needs and applicable employment laws<br >Individuals may be eligible for an annual discretionary bonus subject to participation rules and based on a variety of factors including but not limited to individual and Firm performance<br >Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Highlights include 8 health plan options both HMO amp PPO plans dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program Other benefits include firmsponsored basic life and short and longterm disability coverage a 401k savings plan amp profit share as well as Firm matching contribution wellbeing incentive education amp 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 amp accident insurance hospital indemnity insurance legal longterm care pet insurance ID theft protection and supplemental lifeADampD Eligibility for all benefits programs is dependent on annual hours expectation position statuslevel and location Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<br ><strong>LIREMOTE LIBD1<strong><p>
Senior Business Intelligence Consultant
Company: Wipfli
Location: Chicago, IL
Posted Mar 14, 2024
<p>At Wipfli people count <br >The way you think makes you different At Wipfli we embrace that<br >Our inclusive culture provides a space for everyone to have a voice Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli<br >Were also focused on helping you achieve success with balance From hybrid schedules and flexible time off to training programs and mental wellness initiatives we take care of our team<br >If you want to be in an environment where you can grow feed your curiosity and make a difference Wipfli is the place for you<br >Under the direction of Managers or Master Consultants the Senior Consultant associate will collect detailed requirements and direct development of enterprise datamanagement and businessintelligence solutions for clients in a variety of industries The Senior Consultant will be expected to conduct and lead development successfully in multiple technology platforms particularly Snowflake Microsoft Azure and Power BI andor Qlik and to create solutions that support delivery of analytic products to end users through a combination of dashboards custom web applications and packaged data products<br >Responsibilities<br ><p><ul><li>Work with clients in the role as Business Analyst to collect detailed requirements to define starschema data models integrate data to populate those data models and deliver results through data visualizations and custom web applications<li> <li>Estimate work efforts required to develop these analytic solutions based on Wipfli staffing and projectmanagement models<li> <li>Assist Project Managers to develop project plans<li> <li>Conduct development and lead the efforts of data engineers ELT developers and businessintelligence developers to develop test and deploy analytic applications that combine enterprise datamanagement and businessintelligence components<li> <li>Properly document developed and unittested datamanagement components so that Wipfli managedservices staff or clients systemadministration staff can maintain the system after deployment<li> <li>Participate in developing standardized approaches and methodologies for improving the quality and timetodelivery of advanced analytic solutions<li> <li>Earn and maintain certifications associated with enterprisedata andor businessintelligence technology platforms<li> <li>Learn new technologies or new features of existing technologies so that Wipfli can incorporate these into our service offerings<li> <ul><p><br >Required Qualifications<br ><p><ul><li>Bachelors degree in relevant subject area<li> <li>Four to six years of experience in business analysis enterprise database development or businessintelligence development Preference to candidates with experience in all three disciplines<li> <li>Ability to communicate with and collaborate with clients to define requirements for analytic applications<li> <li>Excellent written and verbal communication skills<li> <li>Demonstrated problemsolving experience and capabilities<li> <li>One or more vendor datamanagement or dataengineering certifications relevant examples include Snowflake Snowpro Certification Microsoft Data Engineering or Data Analytics Certification Qlik Business Analyst Certification etc<li> <li>One or more documented examples of requirement definitions for enterprisedatabase or businessintelligence applications<li> <li>Experience with estimating work efforts for development and deployment of the same applications<li> <li>Training or experience with Agile andor Waterfall development methodologies<li> <ul><p><br >Skills and Abilities<br ><p><ul><li>Requirements documentation<li> <li>Workeffort estimation and planning<li> <li>SQL coding<li> <li>ELT development particularly if used with cloud database management systems<li> <li>Data profiling<li> <li>Ability to develop entityrelationship diagrams and ELT requirement documents<li> <li>BusinessIntelligence development<li> <li>Familiarity with datasource connection options API filebase relational databases etc<li> <ul><p><br >Wipfli is an equal opportunityaffirmative 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 citizenship status veteran status disability or any other characteristics protected by federal state or local laws<br >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 hrwipflicom <br >Wipfli supports equal pay for equal work and values each candidates unique experiences and skill sets The estimated pay range for this position is $75000 to $130000 Compensation within the range is determined by a variety of factors including but not limited to location individuals skills experience training licensure and certifications business needs and applicable employment laws<br >Individuals may be eligible for an annual discretionary bonus subject to participation rules and based on a variety of factors including but not limited to individual and Firm performance<br >Wipfli cares about our associates and offers a variety of benefits to support their wellbeing Highlights include 8 health plan options both HMO amp PPO plans dental and vision coverage opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program Other benefits include firmsponsored basic life and short and longterm disability coverage a 401k savings plan amp profit share as well as Firm matching contribution wellbeing incentive education amp 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 amp accident insurance hospital indemnity insurance legal longterm care pet insurance ID theft protection and supplemental lifeADampD Eligibility for all benefits programs is dependent on annual hours expectation position statuslevel and location Wipfli offers flexibility for many positions to be performed remotely please discuss your work preferences with your recruiter during the interview process<br ><strong>LIREMOTE LIBD1<strong><p>
Administrative Specialist
Company: Wipfli
Location: Other US Location
Posted Mar 16, 2024
Wipfli, a firm that values diversity and inclusion, offers a supportive work environment with flexible schedules and wellness initiatives. The job posting is for a tax practice administrative role in Great Falls, Montana, requiring intermediate proficiency in Microsoft Office and experience in administrative support. The firm is committed to equal opportunity and equal pay, with a pay range of $19.00-29.00 / hour.