At Wipfli, people count
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 individual to follow their own path. And we seek feedback openly, from all.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.
There’s 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.
- Manage day-to-day financial reporting accuracy for assigned clients utilizing available tools to ensure efficient client workflow and on-time processing of client information
- Provide assistance with more complex general ledgers identifying missing transactions and trends to ensure overall accuracy
- Provide guidance on the review and approval of account classifications
- Review balance sheet for accuracy and coordinate resolution
- Utilize available tools and coordinate project tasks to ensure efficient client workflow
- Act as a Peer Advisor for new employees during the first year of employment
- Prepare and/or review the initial draft of the monthly reporting package to include KPIs/metrics
- Prepare and finalize month-end close
- Consult with clients monthly to ensure alignment between client goals and project plans
- Maintain and update client procedure manual to ensure appropriate process documentation
- Prepare and/or review work papers and schedules to ensure audit readiness
- Provide onsite services as requested by the client
- Participate in cross-utilization of teams and/or lead software implementations, conversions and setups as assigned
- Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints
- Assist in the development of best practices as assigned
- Participate in special projects/committees as requested
- Assist in training development
- Collaborate with Client Relations position
- Perform analysis to determine borrowing base calculation
- Networking at general business, association, and other functions
- Bachelor’s Degree in Accounting required
- 3+ years of experience in public accounting working with clients in $1 to $10MM revenue
- Strong team player with a positive attitude
- Analytical aptitude
- Conceptual thinking
- Strong technology skills
- Strong interpersonal skills and relationship-building skills
Wipfli supports Equal Pay for all. In addition, in the State of Montana, we are committed to Equal Pay for Women in accordance with Executive Order 12-2016. The pay range for this role is $55,000-$75,000.
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 identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. #WIPFLIHP