EisnerAmper jobs - 61 jobs

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Experienced Associate to join the Affordable Housing Audit & Assurance practice in Columbus, OH. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: Assist in areas of Audits, Reviews, Compilations, and Accounting Services for clients Performing assigned audit, review and compilation procedures Plan and perform audit procedures Deliver high quality customer service to clients Perform research on technical issues Identify issues and propose appropriate solutions Basic Qualifications: Bachelor's degree in Accounting or equivalent field 1+ years of progressive audit and/or assurance experience Preferred/Desired Qualifications: Previous experience working with Affordable Housing Master's degree in Accounting or equivalent field CPA or EA credentialling We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About Our Audit Team: In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: ********************************* #LI-Hybrid #LI-MC1 Preferred Location:Columbus

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. Job Summary We are seeking a highly motivated Transaction Advisory Associate to join our growing Transaction Advisory Services (TAS) team. This role is ideal for professionals with a background in accounting or finance who are passionate about mergers and acquisitions (M&A), financial due diligence, and delivering insights that drive strategic decisions. You will play a key role in performing Quality of Earnings (QoE) analyses, supporting buy-side and sell-side transactions, and working closely with clients, private equity firms, and strategic buyers. Responsibilities Responsibilities: Conduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactions. Analyze historical and projected financial statements to identify key trends, risks, and opportunities. Assess working capital, net debt, and other key deal metrics. Prepare detailed financial due diligence reports and executive summaries. Assist in the preparation of data books, data room management, and client deliverables. Collaborate with clients and internal teams to gather and validate financial data. Support valuation analysis and transaction structuring as needed. Participate in client meetings and calls to present findings and insights. Assist with business development efforts, including proposal writing and pitch materials. Stay current on industry trends, accounting standards, and M&A market activity. Knowledge, Skills and Abilities Qualifications and Experience: Bachelor's degree in Accounting, Finance (CPA or progress toward CPA preferred). CFA, ASA, MST a plus 1-3 years of experience in public accounting, transaction advisory, audit, or financial due diligence. Strong understanding of financial statements and accounting principles (GAAP). Excellent analytical, problem-solving, and communication skills. Advanced Proficiency in Microsoft Excel and PowerPoint; experience with data room platforms is a plus. Ability to manage multiple projects and deadlines in a fast-paced environment. Valid driver's license is required Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 to $89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Typical responsibilities will include: Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process Provides various support functions to the audit staff during engagement Communicates with the clients' customers, creditors, banks and related parties concerning audit issues Prepares and documents work in working papers utilizing BDO specific tools and templates Contributes ideas/opinions to the audit teams and listen/respond to other team members' views Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting, required Pursuing a masters degree in Accounting, preferred Experience: Leadership experience, preferred License/Certifications: Actively pursuing school credits to become a CPA Software: Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Other Preferred Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $34.00/hr - $38.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $34.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $35.00/hr - $40.00/hr Washington DC Range: $34.00/hr - $38.00/hr

A Specialized Tax Services (STS) Global Employer Services (GES) Manager in our group is responsible for working with senior managers and directors to assure successful operations and financial growth of the group. The STS GES Manager is also involved in marketing the firm's actuarial products and services. This position assists in overseeing the delivery of actuarial services and completing annual activities for clients. Job Duties: Provides direction and oversight to aspects of actuarial services provided to clients Manages relationships and the delivery of actuarial services for key client accounts Prepares actuarial valuations and studies for cash balance and traditional defined benefit plans Performs non-discrimination testing and cross-testing with defined contribution plans Prepares Form 5500, Schedule SB, and PBGC Premium forms Assists with plan terminations Works collaboratively with senior managers and directors to meet company financial goals Assists in marketing and business development initiatives Develops team policies, procedures and service delivery standards Directs technology and systems used by employees in providing services Recruits, manages and trains staff Strives to improve the quality and consistency of product offering Participates in special projects and represents team initiatives Maintains attendance, punctuality standards, and professional appearance Reviews client invoices for completeness and accuracy Demonstrates an understanding of specifically assigned clients and their plan(s) Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of Global Employer Services seniors and staff on assigned engagements, and reviews work product Ensures Global Employer Services seniors and staff are trained on all relevant software Evaluates the performance of Global Employer Services seniors and staff, and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for Global Employer Services seniors and staff Acts as a Career Advisor to Global Employer Services seniors and staff, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required Focus in Math, Actuarial Science or Business related field, preferred Experience: Five (5) or more years of prior experience in Actuarial services, required License/Certifications: Enrolled Actuary, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Advanced skills in Excel including macros, pivot tables, database and time value functions, preferred Language: High proficiency in English, both verbal and written (including technical writing skills), required Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills, specifically tax technical writing skills Solid organizational skills and ability to meet project deadlines with a focus on details Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of building and maintaining strong relationships with client personnel Ability to successfully interact with professionals at all levels Capable of effectively completing interpretations of legal documents Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000

Title: Director, Cost Segregation Department: Advisory Services Group Supervises: Advisory Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid), or Remote ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Director, Cost Segregation, will lead Anchin's cost segregation practice within the Advisory Services Group. The role will interact with the firm's Real Estate Services Group. This role involves managing and conducting detailed cost segregation analyses to maximize tax savings for clients through accelerated depreciation strategies. The ideal candidate will be responsible for technical knowledge, client relations, project execution, and team leadership while driving growth and thought leadership in the cost segregation service line. Broader valuation experience is a plus. RESPONSIBILITIES: Serve as a trusted advisor for clients, providing expert guidance on cost segregation strategies and opportunities. Review real estate portfolios to identify assets eligible for accelerated depreciation and other tax incentives. Deliver high-quality client reports, including detailed analyses and tax-saving recommendations. Lead and manage cost segregation studies, ensuring timely and accurate delivery. Coordinate with internal tax teams, engineers, and valuation specialists to execute studies effectively. Stay updated on federal and state tax law changes affecting real estate and cost segregation. Develop and maintain relationships with real estate developers, owners, and investors to grow the cost segregation practice. Participate in marketing initiatives, including webinars, whitepapers, and networking events. Identify cross-selling opportunities within the firm's broader service offerings. Mentor and develop junior team members, providing training on cost segregation methodologies. Oversee team performance, ensuring alignment with firm goals and client expectations. Foster a collaborative and innovative work environment. Qualifications: Education: Bachelor's degree in Accounting or related field. Valuation credentials are a plus. Experience: Minimum 7-10 years of experience in cost segregation or a related area, with leadership roles in a public accounting or consulting firm. Strong knowledge of tax depreciation rules, engineering principles, and IRS guidelines. Expertise in real estate tax planning and cost segregation studies. Exceptional analytical and problem-solving abilities. Strong communication and presentation skills. Proficiency in tax software and Microsoft Office Suite. Compensation: Competitive annual salary in the range of $150,000 to $250,000, based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency. Technologically Proficient: Ability to apply technology solutions to work. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************

The Bonadio Group is currently seeking a Administrative Professional to support our Small Business Advisory Service Line in our Wilmington, Delaware . Responsibilities * Provide comprehensive administrative support to assigned Partners/Principals and other staff as assigned, including calendar management, e-mail triage, scheduling, meeting assistance, time and expense entry, travel accommodations, billing, budgeting, conference/event registration, CPE tracking, and other needs, as requested. * Generate reports for assigned Partners including, but not limited to, margin, sales team, new work, period comparison, aging, reconciliation, productivity, performance indicator, culling, client transfer, WIP, WIP transfer, WIP reconciliation, compliance reports, etc. * Execute the preparation of client deliverables as applicable including financial statements, tax returns, extensions, organizers, engagement letters, confirmations, quality control submissions, etc. * E-file tax returns as needed * Facilitate new client acquisition code and project set up; Perform client transfers and PIC reassignments as needed * Maintain expertise in firm billing procedures and software, adhering to strict billing deadlines * Perform other administrative tasks as needed including proposals, check requests, set up/roll Engagement binders, Partner goals, meeting agendas and minutes, tracking of state licensing, data management, team/office marketing needs, etc. * Assist in the planning and execution of statewide retreats, seminars, meetings, and internal or external conferences; Participate as needed, taking notes and following up on tasks * Ability to cross-train and learn others' administrative responsibilities to provide backup assistance as needed * Sort incoming mail as necessary * Adhere to the highest degree of professional standards and strict client/firm confidentiality Qualifications Required: * A minimum of three years of relevant experience * A minimum of an associates degree or a high school diploma, GED with equivalent work experience * Knowledge of typical office methods and procedures, filing, telephone techniques, scanning, and office equipment, as well as business English usage, spelling, grammar, and punctuation * Proficiency in Microsoft Word, Excel, and Outlook, and PowerPoint Hours Of Operation: * This is a full-time, in office, hourly position * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday * We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran

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. Job Summary: We're looking for a Modern Device Management Engineer who is ready to shape the future of our enterprise endpoint ecosystem. In this role, you'll lead the design, deployment, and optimization of modern device and application management solutions across Windows, Android, and iOS using Microsoft Intune, Entra ID, Autopilot, and related technologies. You'll drive zero‑touch provisioning, secure configuration, seamless identity integration, and mobile application management ensuring that our workforce has a fast, secure, and consistent device experience from day one. You will also manage key integrations such as Apple Business Manager while partnering across teams to deliver scalable, compliant, and user‑friendly device management solutions that power the entire organization. Responsibilities Responsibilities: Configure and deploy Windows Autopilot and enroll/manage Windows, Android, and iOS/mac OS devices in Intune. Create and maintain device/user groups, configuration profiles, compliance policies, and application deployments. Implement and support Entra ID device registration, Hybrid Join, and migrations to Entra Join. Plan and manage MDM/MAM strategies, including security policies such as BitLocker, antivirus, MFA, and application access controls. Integrate and manage Apple devices through Apple Business Manager, including setup, registration, and enrollment workflows. Troubleshoot device enrollment, authentication, and policy deployment issues across all supported platforms. Collaborate with project teams, vendors, and internal stakeholders to execute deployments and maintain accurate documentation. Provide end‑user and admin training, post‑deployment support, and ongoing updates to operational processes and guides. Ensure licensing, hardware readiness, and administrative access needed to support device management operations. Knowledge, Skills and Abilities Required Qualifications: Bachelor's Degree or an equivalent combination of education and experience. 5+ years' experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services. Works towards obtaining additional appropriate advanced certifications Experience with Microsoft Intune (MDM/MAM), Autopilot, and Entra ID/Azure AD. Proficiency in deploying and managing Windows 10/11, Android, and iOS devices. Familiarity with Apple Business Manager setup and device registration. Knowledge of device compliance, configuration, and security policies. Ability to package and deploy applications across platforms. Understanding of Hybrid Join and integration with on-premises Active Directory. Preferred Qualifications: Bachelor's Degree in related field Training, support or consulting advisory experience. Coordinate with third-party vendors and manage logistics. Commitment to maintaining up-to-date knowledge of device management trends and best practices. Windows 365 and AVD experience Experience with PowerShell scripting for automation Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

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. Job Summary: As Director of FP&A, you'll be the strategic financial partner driving growth, transparency, and value creation. Reporting directly to the CFO, you'll lead financial planning, forecasting, and performance analysis to guide executive decision-making and ensure alignment with stakeholder objectives. This is a high-impact role for a proven leader who thrives in dynamic, acquisition-driven environments. Responsibilities Essential Responsibilities: Oversees consolidated financial planning and forecasting, including integration of acquired entities, and leads annual budgeting and quarterly forecasting processes across all service lines Delivers executive-level analysis of value creation strategies, synergy realization, and post-acquisition integration performance, while identifying key trends, risks, and opportunities across both organic growth and M&A activities Drives integration of newly acquired companies into financial reporting, planning, and performance analytics frameworks Leads preparation of executive-level reporting and board materials, including financial bridges, trends and actionable insights Establishes key performance metrics that enhance organizational visibility into financial and operational outcomes Partners with service line leadership to strategically align revenue, staffing, and expense planning with stakeholder-driven growth objectives Acts as a key financial liaison between the company, its PE sponsor, and external advisors during transaction and integration processes Collaborates with accounting team to ensure alignment between actuals and forecasts, and to establish a consistent, reliable close-to-forecast process Acts as a champion for data-driven decision-making and financial accountability across the organization. Develop dashboards and business intelligence (BI) tools to provide visibility into financial and operational performance Leads and mentors analysts, ensuring development of M&A financial modeling expertise Leads financial due diligence and deal analysis for potential acquisitions, partnering with corporate development and executive leadership to evaluate transaction economics, develop pro forma financial models, and assess ROI and collaboration opportunities Collaborates with Senior leadership and PE sponsors to build robust scenario modeling, investment return analyses, and long-term strategic plans Sponsor background New Mountain Capital (“New Mountain”) is a generalist private equity sponsor focused on middle-market growth companies. Founded in 1999, it is committed to building great and durable businesses that make a difference in their markets and communities, while creating strong returns for investors. Together with its affiliates, New Mountain manages private equity, credit and net lease real estate platforms with aggregate assets under management totaling over $60 billion. New Mountain's private equity strategy seeks to acquire the highest quality companies in carefully selected “defensive growth” industries, and then work in partnership with management teams to build those businesses into market leaders. These are companies that have a fundamental value proposition and grow through good and bad cycles, while generating high free cash flow for increased organic investment. The firm seeks to acquire companies in the $100 million to $1 billion+ enterprise value range and generally invests $300 million to $500 million+ per transaction to grow those businesses. The firm is a longtime adherent of environmental, social and governance principals and has been a leader in the ESG space within private equity. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Finance, Accounting, Economics or related field 7 - 10 years of experience in FP&A, with direct exposure to private equity environments, M&A, or corporate development Experience in a professional services environment is especially valued 5 years in management or leadership role CPA, CFA or MBA Strong financial modeling skills, including pro forma and deal scenario analysis. Experience with integration of acquisitions into financial systems and reporting frameworks. Proficiency with budgeting tools and ERP systems; Workday and Adaptive preferred. Skills & Abilities: Ability to analyze data and recommend solutions Communication - The ability to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of the different audiences and inspire trust. Business acumen - The ability to understand how the firm makes money, to interpret key financial indicators and make decisions on how best to utilize resources to achieve the firm's strategic goals. Strategic thinking - The ability to see ahead to future possibilities and translate them into breakthrough strategies. Ability to balance many projects simultaneously Ability to work under pressure and time deadlines Ability to plan, prioritize, and organize work effectively Ability to exhibit behaviors aligned with Wipfli's core values Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #LI-Remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000 - $212,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

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. Requisition Number: 2025-7427 Position Overview: This role will take direction from the Information Team Director and will be responsible for contributing to the continuous advancement of a modern data lakehouse built to support a rapidly growing firm's desire to democratize its data asset. Responsibilities Responsibilities: Lead influence and consensus building efforts for recommended solutions Support and document the continued evolution of the firm's data lakehouse using the medallion architecture Translate requirements into effective data models to support visualizations, AI\ML models, etc. leveraging design best practices and team standards using approved tools Develop in data technologies such as Databricks, Microsoft Azure Data Factory, Python, t-SQL Manage the execution of project life cycle activities in accordance with the Information Team scrum processes and tools such as Microsoft Azure DevOps Achieve/maintain proficiency in required skills identified by the Information Team to effectively deliver defined products Collaborate with team members to evolve products and internal processes Mentor other Engineers and other IT associates as needed. Perform on-call support for after business hours as needed. Knowledge, Skills and Abilities Qualifications: Demonstrated success in working on a modern data platform with Databricks experience being preferred. Accredited certification(s) and/or 5+ years hands on desired. Naturally curious with the ability to learn and implement new concepts quickly. A mastery of extracting and landing data from source systems via all access methods. Extra credit for Workday RaaS and/or Microsoft Dynamics/Dataverse skills. A commitment to operational standards, quality, and accountability for testing, code reviews/management and documentation. Engaged in the virtual team experience leveraging video conferencing (cameras on) and a focus on relationship building. Travel is rare, but we do occasionally organize in-person events. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $107,000 to $144,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

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 other meeting sites. Note that scheduled meetings in the office will require in-person attendance. Job Summary Our Construction and Real Estate (CRE) team is seeking a motivated Senior Business Developer to join in the incredible growth of our CRE practice. The ideal candidate will focus on the growth of the firm's professional services sales into its target client segments by closing on new energy incentive sales opportunities and identifies and provides leads to the various industry resources as appropriate, in accordance with company policies and procedures. Responsibilities Responsibilities: Manages the sales process from lead generation/lead qualification to close according to Wipfli's Sales Methodology. Coordinates the conversion of new client leads, utilizing Wipfli's professional services resources in a team-selling approach. Forms and guides the Opportunity Pursuit Team. Transfer's client relationships to appropriate Wipfli professional services resources at an agreed-upon timeframe. Integrates with the industry /geography teams of professionals to establish a productive working relationship. Shares market intelligence gained through their work with the industry/geography team and the Marketing team. Translates growth/marketing plans into sales tactics within the context of the firm's growth strategy. Produces management reports conforming to reporting guidelines including, but not limited to forecasting and pipeline reporting. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Sales, Marketing, Accounting, Finance, Business, Technology, or Economics or other job related major, or an equivalent level of job-related experience 5-10 years of experience in the energy or A&E space Experience selling specialty tax services to Architecture, Engineering, or Construction firms Requires previous experience with developing executive-level client relationships Requires previous experience in professional sales using a solution-oriented, consultative approach Requires a track record of revenue attainment that meets or exceeds sales goals Requires experience with client accounts of $15 million to $500 million in revenue Alaina Lister, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $95,000 to $161,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. Additionally, the Assurance Senior Manager is a critical part of the offices / region's Assurance leadership team and will be involved in the direct supervision, problem resolution and delegation stages of the overall audit. Job Duties: Control Environment: Applies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures Applies an advanced understanding of objectives and components of the overall control environment and organization, and supervisory controls Validates and assesses effectiveness of internal control over financial reporting Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures Identify and delegates functions of the audit to the auditor in charge as deemed appropriate Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work Provide on-the-job-training to the engagement staff during audit field work GAAP: Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles Identifies and consults with clients on the impact of new accounting pronouncements Presents and discusses alternative application of generally accepted accounting principles and arguments for/against such alternatives Drafts complex financial statements and related footnote disclosures and effectively communicates these to client Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: Applies advanced knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles Reviews SEC filings, including MD&A, financial statements and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy and compliance with Firm and professional guidelines Reviews Section 404 internal control audit work to ensure their completeness and compliance with Firm and professional guidelines Ensures compliance with engagement independence requirements and consults internally as needed GAAS: Applies advanced knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement Applies advanced knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work Provides guidance to others and affirms conclusions made by others Communicates matters required to be reported to the Audit Committee/Board and those charged with governance Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: Applies advanced knowledge and application of BDO standards, policies and technology that guide effective and efficient delivery of quality services and products Conducts detailed review to assure audit is completed in accordance with assurance manual standards Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness Recommends appropriate outcomes to critical issues Initiates and prepares client acceptance/retention procedures where appropriate Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines Executes proper BDO methodology including but not limited to proper archiving procedures Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information Defines methodology to conduct research projects and completes in a timely manner Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriate research Prepares memo supporting research/conclusions and consults with others if appropriate Presents issues to RTD or concurring reviewer effectively and accurately Other duties as required Supervisory Responsibilities: Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients Supervision of managers, associates, and senior associates on all projects Review work prepared by managers, associates and senior associates and provide review comments Act as a Career Advisor to associates and senior associates Schedule and manage workload of associates and senior associates Provide verbal and written performance feedback to associates and senior associates Teach/coach managers, seniors, and associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred Master's degree in Accountancy, preferred Experience: Seven (7) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior significant supervisory experience, required Industry expertise in one or more assurance specialty, preferred License/Certifications: Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Ability to demonstrate strong leadership skills and be a role model to managers and staff Advanced GAAP and GAAS knowledge Sound working knowledge of SEC and PCAOB rules Possess proven excellent verbal and written communication skills Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients Possess excellent client development/relationship-building skills Possess excellent decision-making skills Ability to substantially take charge of entire simple engagement Ability to resolve complex accounting issues Ability to be responsible for business development and marketing Has knowledge of and can promote the use of all BDO client service specialties/offerings, including BDO International and the BDO Alliance Ability to be responsible for engagement profitability, including billings and collections, and maintaining engagement team focus on productivity and efficiency Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $150,000 - $205,000 Cleveland, Ohio Range: $120,000 - $165,000 Colorado Range: $120,000 - $170,000 Illinois Range: $125,000 - $190,000 Maryland Range: $150,000 - $190,000 Massachusetts Range: $130,000 - $150,000 Minnesota Range: $120,000 - $145,000 New Jersey Range: $130,000 - $190,000 NYC/Long Island/Westchester Range: $145,000 - $190,000 Washington Range: $125,000 - $155,000 Washington DC Range: $160,000 - $190,000

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. Job Summary: Are you passionate about helping healthcare organizations improve through data-driven insights and collaborative problem solving? As a Specialist II in Wipfli's Healthcare Consulting Practice, you'll work independently with a variety of healthcare clients, skilled nursing facilities, independent living, and assited living, delivering services such as financial and operational analysis, regulatory readiness, and strategic support. You'll play a key role in helping clients navigate complex challenges and implement meaningful improvements. Under the direction of a Senior Consultant, the Specialist II provides business services independently for the firm's more complex clients, ensuring delivery is timely, accurate and serves the client's needs in accordance with company policies and procedures. Responsibilities Responsibilities: Deliver healthcare consulting services to clients independently, ensuring compliance with industry regulations. Analyze and reconcile healthcare-related financial and operational data, including claims, reimbursements, and provider performance metrics. Prepare client-ready reports and documentation aligned with healthcare standards and firm protocols. Support onboarding of new healthcare clients by gathering intake data, configuring systems, and ensuring regulatory readiness. Maintain up-to-date knowledge of healthcare regulations, payer requirements, and industry trends to inform client solutions. Collaborate with cross-functional teams (e.g., compliance, IT, finance) to address client challenges and implement improvements. Respond to client inquiries with professionalism and accuracy, particularly regarding healthcare-specific issues. Proactively communicate with internal teams about project status, risks, and client feedback. Adhere to project timelines, budgets, and documentation standards. Knowledge, Skills and Abilities Qualifications: Associate Degree in Healthcare Administration, Health Information Management, Accounting, or a related field; equivalent experience considered. 3+ years of experience in healthcare consulting, healthcare operations, or a related client-facing role. Familiarity with healthcare systems (e.g., EHRs, claims processing platforms) and regulatory frameworks (e.g., HIPAA, MACRA). Strong analytical skills with the ability to interpret healthcare data and recommend actionable insights. Excellent communication skills, both written and verbal, with the ability to present complex information clearly. Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with healthcare analytics tools is a plus. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 *************. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $21.00 to $28.00 an hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "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.

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. Job Summary We are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers. Responsibilities Responsibilities: Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting. Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics. Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders. Prepare and review detailed financial due diligence reports and executive presentations. Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies. Collaborate with partners and directors on client strategy, engagement execution, and business development. Mentor and supervise associates and interns, providing guidance and technical training. Support valuation analysis, transaction structuring, and integration planning as needed. Contribute to proposal development, pitch materials, and other marketing initiatives. Stay informed on industry trends, accounting standards, and M&A market dynamics. Knowledge, Skills and Abilities Qualifications and Experience: Bachelor's degree in Accounting, Finance, or related field 2-5 years of experience in transaction advisory, financial due diligence, audit, or related field. Strong financial modeling and analysis skills, with proficiency in Excel and financial databases. Strong technical knowledge of U.S. GAAP and financial reporting. Demonstrated ability to manage projects and deliver results within strict timelines. Outstanding communication skills, both written and verbal, to effectively interact with clients and team members. Proven problem-solving and critical-thinking abilities with a keen eye for detail. Professional certifications such as CPA or CFA are desirable but not mandatory Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

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. Job Summary Under the direction of the Manager of Strategic Initiatives and the Partner of Strategy Implementation, the Growth Product Owner will drive innovation and deliver impactful solutions across the Firm. In this role, you'll translate strategic vision into actionable backlog items, collaborate across departments, and ensure our Microsoft Dynamics 365 platform and related tools meet business needs and compliance standards. Responsibilities Essential Responsibilities: Translate strategic goals into actionable backlog items and prioritize them to align with business objectives. Partner with Growth, Practice, and UX leaders to gather requirements and user feedback for improved usability and adoption. Work with Legal, Risk, and Information Security teams to meet compliance and data protection standards. Coordinate with platform owners, developers, and analysts to ensure backlog items are delivered effectively and support sprint planning. Provide product insights and documentation to aid training and user adoption across the organization. Monitor product KPIs and industry trends to inform backlog refinement and identify improvement opportunities. Advocate for analytics-based prioritization and continuous enhancement of product delivery. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Computer Science, or related field 3+ years of experience in product ownership Demonstrated experience supporting sales and marketing Strong understanding of CRM systems, preferably Microsoft Dynamics 365 Experience with agile development methodologies Preferred Qualifications: Background in professional services, accounting, or financial services Formal agile certification (CSPO or PSPO or equivalent) Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $130,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

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. Responsibilities Responsibilities: Act as the subject matter expert for clients on medical coding standards, compliance, and best practices. Assess client needs, identify solutions, and plan work to meet requirements. Lead and manage multiple client engagements with minimal supervision, ensuring timelines and budgets are met or exceeded. Deliver professional presentations and provide consultative guidance to clients for accurate and efficient coding practices. Collaborate with cross-functional teams to achieve project goals and client deliverables. Maintain up-to-date knowledge of industry regulations and coding updates (e.g., ICD-10, CPT, HCPCS) while ensuring quality assurance and compliance. Mentor Associates to support career development and contribute to team growth. Support business development through client relationship management, solution design, and assisting in the sales process to define scope of work. Knowledge, Skills and Abilities Qualifications: Bachelor's Degree and two to three years of related work experience in healthcare, or equivalent experience considered in lieu of education. Minimum of 3-5 years of hands-on medical coding experience across various specialties. Certification in medical coding (e.g., CPC, CCS, RHIT, or equivalent). Demonstrated ability to multitask and manage competing priorities effectively. Strong presentation skills with experience delivering to executive-level audiences. Proven leadership in multicultural and cross-functional environments. Excellent written and verbal communication skills. Proficiency in coding software and healthcare data systems. Training, support or consulting advisory experience preferred. Experience with compliance or professional standards associated with area of expertise desired. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $60,000 to $81,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "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.

BDO is a place for energetic self-starters who can think and act like entrepreneurs. The STS Tax Intern, State and Local Tax will be responsible for basic research and analysis of state and local tax (SALT) issues, along with utilization of tax software in the completion of basic tax returns and other tax filings and documents. In this role, the STS Tax Intern, State and Local Tax will have the opportunity to utilize his / her educational background while working side-by-side with more experienced Tax members who will provide direction and coaching related a range of state and local tax laws and resources. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Tax Methodology Applies general understanding of knowledge and application of standards to effectively and efficiently deliver quality tax services Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Participates in the preparation, filing and completion of voluntary disclosure agreements for sales and use tax, income tax and unclaimed property Drafts tax memoranda, and other documents on various tax issues Assists in drafting responses to notices from state taxing authorities Prepares models for tax and unclaimed property exposure analysis Participates in the audit defense of client returns and tax positions Ensures all data needed to comply with filing requirements is obtained and identifies missing items needed to prepare assigned tax returns Monitors current tax law changes and applies appropriately to the preparation of assigned tax returns Manages collection and retention of all appropriate workpapers for assigned clients Research Completes basic research on federal and state tax issues Tax Consulting Partners with experienced SALT tax professionals to learn the basics of state tax planning Participates in client meetings with experienced tax professionals, as appropriate Establishes relationships with Core Tax Services and other Specialized Tax Services client service professionals Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Strategy Development Assists in the preparation of tax presentations for client meetings Tax-Related Software Utilizes Caseware, Go Systems, and other tax-related software in the completion of basic tax returns with appropriate supervision, as applicable Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting, Taxation, Finance or other relevant field, Juris Doctorate (J.D) program, or Master of Laws (LLM) program, required Experience: Leadership experience, preferred Prior internship or other work experience within an accounting setting or public accounting, preferred Membership and participation in accounting or finance organizations at the college level, preferred License/Certifications: N/A Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint Other Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to successfully multi-task while working independently or within a team Positive attitude and willingness to learn Ability to research taxation topics and communicate or compose written analysis effectively Basic knowledge of accounting and tax theory. Seeks advice of appropriate superiors regarding issues related to compliance Ability to prepare simple tax returns as well as drafting other tax related documents Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $35.00/hr - $39.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $38.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Ohio Range: $33.00/hr - $37.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr

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 position can work remotely anywhere in the US. Responsibilities Responsibilities: Review and deliver financial reports and KPIs. Assist with budgeting, forecasting, and cash flow modeling. Provide technical accounting assistance to clients and internal engagement teams. Develop and coach staff and senior accountants. Collaborate with advisory teams and external partners. Identify opportunities to transition clients to higher-value services in collaboration with advisory teams. Assist with onboarding new clients, including system setup and process documentation. Monitor team KPIs and implement process improvements. Support the integration of new technology platforms and train team members on system enhancements. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in accounting, finance, or business required. 4-6 years of experience in public or private accounting 3+ years of managing associates and/or teams. Professional certification (e.g.,MBA, CPA) preferred. Ability to balance multiple projects simultaneously. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netwuite, Bill.com, Microsoft Office Suit and a demonstrated ability to embrace new technologies. Strong interpersonal and relationship‑building skills. Excellent written, verbal and presentation skills Ability to travel up to 10% Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details 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 ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $145,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 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. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "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.

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. Responsibilities Responsibilities Provides day-to-day management of a team of Lead Generation Specialists including participating in hiring process, initial onboarding and on-going performance management, and professional development. Identifies and assists in implementing process improvements and refining the Lead Generation Specialist playbook. Coordinates with Marketing and Business Development leadership and team members on campaign and activity design including sales enablement for Wipfli supported offerings. Conducts preliminary research on prospects and promptly follows up on assigned leads for qualification. Participates in call down activities on assigned lists, both prospect targets and impression follow up (website, buyer intent, webinars, downloads, etc.) Lead generation and development of potential prospects. Upon qualification, identifies correct associate to continue the pursuit and passes the lead/opportunity. Prospects for new clients through inbound and outbound activities. Coordinates handoff meetings with relationship executives or pursuit teams. Using industry and offering knowledge, tailors Wipfli's value proposition and capabilities to the individual client's business needs. Tracks activities in CRM and completes administrative functions to ensure client records are accurate and up to date. Responsible for meeting or exceeding individual revenue and other assigned goals. Knowledge, Skills and Abilities Qualifications Bachelor's degree in Marketing, Communications, Business, or other job related major, or an equivalent level of job-related experience 3+ years of experience 1+ years of supervisory experience Preferred Qualifications Experience with Microsoft Dynamics CRM or similar CRM solution Experience with Outreach, ZoomInfo and other sales research and sales acceleration tools Experience with lead generation and/or sales development roles Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details 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 *************. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & 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 & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "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.

The BRN (Business Resource Network) Alliance Relationship Director is responsible for all BRN activities, including account management for all BRN Alliance firms in the assigned region and national accounts, support of all CPA Alliance firms, BDO Office Alliance activities and resource needs in the region, sales and marketing development and conflict resolution with existing alliance firm members in the region. This position identifies and recruits new alliance firms into the BDO Alliance program and generates lead flow across the network of alliance firms and BDO offices. Job Duties: Assists in the recruitment of BRN Alliance firms into the BDO Alliance Network Provides BRN account management by working with each regional BRN firm to respond to needs and assists with opportunities and manage administrative areas (AR, etc.) Facilitates the flow of leads and referrals and other opportunities between alliance firms to generate revenue and marketing opportunities for assigned BRN firms Attends, supports, and provides appropriate level of participation in various national, regional, and local alliance firm events (i.e., Discussion Groups, Community and Industry Team activities, new firm orientations, and CPA refresher orientations, etc.) Performs Alliance firm orientations and refresher presentations for new and continuing firms Promotes specializations of Alliance firm members throughout the Alliance network and within BDO Assists BRN Alliance Firms in establishing relationships within BDO and the CPA and BRN Alliance Firm network Assists BRN alliance firms in developing sales and marketing plans related to the BDO alliance channel Counsels Alliance firms on increased efficiency and profitability through the use of collaborative products, experts, specialists, services and experience of individuals in the Alliance network of firms and BDO offices Performs assigned and other “back-up” responsibilities of other Relationship Directors to ensure responsiveness to client firms at all times Assists in collection activities of delinquent Alliance firm licensing and other fees, as needed Performs all duties associated with contract negotiation, billing, and collections, tracking of referrals and communication to/from alliance firms Supports the communication of relevant BDO initiatives that would positively impact Alliance members Stays abreast of developments in the profession, trade groups and societies and unique regional needs to bring a value-added experience to Alliance members and the BDO Creates and implements remediation plans or provides guidance to firms who would benefit from exiting the Alliance program, as appropriate Informs BDO Alliance leadership team members of key developments and issues Encourages utilization of the Alliance Portal by Alliance firms Prepares and provides content for dissemination through the web portal and other communication media Manages special projects to benefit the program and enhance the overall value of the program for alliance members Provides training in portal usage and navigation Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: High School Diploma or GED, required Bachelor's degree in Accounting or Marketing, preferred Experience: Ten (10) or more years of client relationship management experience, required Experience working with accounting and /or consulting firms, preferred Experience as a consultant to management professionals providing business and financial analysis such as client interaction and referrals, preferred License/Certifications: N/A Software: Proficient in the use of Microsoft Office Suite, required Language: N/A Other Knowledge, Skills & Abilities: Ability to establish and maintain strategic relationships with key Alliance firm and BDO leaders Solid marketing knowledge with the ability to effectively promote the BRN alliance program through identifying opportunities and developing marketing plans to provide direction and assistance to BRN members Ability to successfully sell the attributes of the BDO Alliance program to attract new members to the network Superior verbal and written communication skills with the ability to interact in an effective and professional manner with a diverse community of people and personalities Able to successfully manage financial and administrative information flow between BDO and the BRN members Excellent conflict resolution and negotiation skills Ability to quickly gain a solid understanding of assigned Alliance firms and their key personnel and niche specialists Strong planning, organizational and project management skills with attention to detail Ability to conduct meetings, deliver presentations and speak in front of groups Extensive travel, covering large geographic regions Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $175,000 Maryland Range: $150,000 - $175,000 NYC/Long Island/Westchester Range: $150,000 - $175,000