Jobs at Wipfli

Lead complex real estate tax engagements, mentor teams, provide client advisory on tax strategies, and drive business growth through networking.

Manage the insurance tax team, assist in client relationships and business development, oversee tax compliance, and support tax strategies.

Serve as a trusted advisor to behavioral health providers by reviewing financial reporting, preparing budgets/forecasts, analyzing KPIs, providing technical accounting support, identifying operational improvements, leading US and offshore engagement teams, and coaching staff to ensure high-quality deliverables and client service.

Provide Level 1 inbound application and functional support for iSolved HCM by phone, video, email, and webform. Troubleshoot payroll/HCM issues, document interactions, escalate as needed, schedule follow-ups, and help customers maximize product use.

Process payroll tax activities on the iSolved platform including tax ID applications, POAs, agency correspondence, and client support. Research and resolve payroll tax issues, maintain client files and logs, partner with team members, and assist with special projects to ensure payroll tax compliance.

Lead transaction advisory engagements by performing financial analysis and modeling, evaluating deal structures and valuations, managing multiple projects, liaising with clients and cross-functional teams, preparing clear reports and presentations, and reviewing junior team members' work to ensure accuracy and high-quality deliverables.

Manage day-to-day financial reporting, general ledger accuracy, month-end close, and client reporting for nonprofit clients. Coordinate project tasks, review balance sheets and account classifications, prepare reporting packages and work papers, and assist in managing accountants and developing best practices.

Lead buy- and sell-side Quality of Earnings engagements: analyze financials, assess earnings quality, working capital, and net debt; prepare diligence reports and presentations; manage VDRs; mentor junior staff; support valuation, deal structuring, integration planning, and business development.

Provide controller-level advisory to skilled nursing clients: oversee financial reporting, budgeting, forecasting, KPI/benchmarking analysis, technical accounting support, operational improvement recommendations, and lead and coach client teams to improve financial stability and reporting quality.

Lead advisory engagements for manufacturing clients by reviewing financial reporting, analyzing KPIs, providing technical accounting guidance, recommending process improvements, developing budgets/forecasts, and mentoring staff while collaborating with offshore teams to improve service delivery.

The Senior Consultant will lead healthcare consulting projects, analyze market and financial data, develop client presentations, and mentor junior team members.

The Senior Consultant will lead Sage Intacct implementations, provide tailored solutions, mentor junior staff, and ensure project success while analyzing data and enhancing financial processes.

Perform financial due diligence and Quality of Earnings analyses for buy- and sell-side M&A transactions. Analyze historical and projected financials, assess working capital and net debt, prepare diligence reports and data books, support valuation and transaction structuring, present findings to clients, and assist in business development.

Manage financial analyses, evaluate deal structures, and provide insights for clients while supervising junior members and ensuring quality deliverables.

Support financial advisory engagements for Federally Qualified Health Centers by analyzing financial and operational data, assessing finance performance, recommending process improvements, assisting with budgeting/forecasting, configuring financial/EHR systems, and collaborating with clients and senior consultants to improve revenue cycle, cash flow, and reporting.

Manage day-to-day lead routing, qualification, and CRM data quality in Microsoft Dynamics 365. Support campaign capture, attribution, tracking, reporting, and analysis. Collaborate with Marketing, Business Development, IT, and offshore teams to improve lead processes, implement CRM enhancements, and document operational procedures.

Provide assistant-controller level accounting support for healthcare clients: manage month-end close, maintain general ledgers, prepare and review monthly reporting packages and KPIs, ensure balance sheet accuracy, update client procedure manuals, coordinate project tasks, and supervise/account-assign work to meet client needs and budgets.

The role involves architecting and delivering scalable integration solutions with Boomi, engaging clients, managing projects, and mentoring junior staff while driving business development efforts.

Lead CFO-level client advisory engagements, manage change initiatives, provide financial analysis, develop client budgets, and mentor staff.

Manage financial reporting for skilled nursing clients, assist with budgeting and forecasting, develop team members, and improve processes.