Experienced Staff Accountant

At Wipfli, people count

The way you think makes you different. At Wipfli, we embrace that.

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.

We’re 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.

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.

Formerly Clayton & McKervey

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 aptitude 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 head
• 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
• Understand and effectively use current tax and accounting software applications
• Research tax related issues and other related financial reports
• Perform a limited number of tax return interviews as needed

Audit Specific:

• Perform audit, review, and compliance testing procedures in accordance with firm and professional standards
• Communicate with engagement managers regarding open items, testing problems, or other important matters
• Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs
• Develop technical expertise with GAAP and accounting procedures, related to assigned product line

Qualifications:

• Requires a Bachelor Degree in Accounting

• Above average knowledge in accounting as demonstrated by college GPA; Preferred 3.0 GPA or higher 

• CPA eligibility preferred
• Requires 6 - 18 months of job related experience
• An accounting internship experience preferred
• Preferred coursework in Data Analytics or Big Data
• Proven written and verbal communication skills
• Excellent computers skills; proficient in Microsoft Office programs such as Excel, Word, etc.
• Experience with accounting software is a plus
• High level of organization, focus, exceptional attention to detail and strong follow-up skills

Please note these roles are for an in-person or hybrid environment. We are not offering remote work for this position at this time. 

Mary Jo Beeby, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 

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, citizenship status, 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

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