Wipfli
Overview
At Wipfli, people count.
At Wipfli, 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.
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 role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in‑person attendance.
Responsibilities
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on‑site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and provide assistance to clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Qualifications
Bachelors degree in accounting or an equivalent combination of education and experience
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
2‑3+ years of experience
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
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 hr@wipfli.com
"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.
#J-18808-Ljbffr
At Wipfli, 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.
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 role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in‑person attendance.
Responsibilities
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on‑site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and provide assistance to clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Qualifications
Bachelors degree in accounting or an equivalent combination of education and experience
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
2‑3+ years of experience
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to analyze data and recommend solutions
Strong verbal and written communication skills
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
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 hr@wipfli.com
"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.
#J-18808-Ljbffr