Haskell & White jobs - 48 jobs

Haskell & White LLP has been providing exceptional services to valued clients since our inception in 1988; we deliver top-tier results with the utmost accuracy. Tax is an essential dimension for nearly all business entities; these businesses need experts they can rely on and know that their business is in great hands. Haskell & White LLP understands the importance and complexity of all tax issues that face businesses today. Our team works on key client issues in federal and international taxation to implant tailored tax strategies to our client's business objectives. We develop authentic relationships with our clients, and we solve real problems. We are seeking a highly motivated and experienced Tax Seniors to join our dynamic team. The ideal candidate will have a strong background in tax compliance and consulting, excellent client service skills, and the ability to manage multiple projects efficiently. As a Tax Senior at Haskell & White LLP, you will play a key role in delivering high-quality tax services and developing lasting client relationships. Job Type: Full-time Salary: $82,000.00 - $115,000.00 per year Job Responsibilities: * Perform complex tax preparation, tax research, and tax planning under manager/supervisor direction. * Provide work supervision and technical guidance to less experienced staff. * Contact clients to request and gather information and documentation, addressing tax matters appropriate to their level. * Prepare individual income taxes (intermediate to advanced). * Prepare entity income taxes (intermediate to advanced) including C & S Corporations, Partnerships, LLCs, Non-Profits, Trusts, and Estates. * Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules. * Effectively manage multiple client projects with direction from managers. * Review tax returns prepared by less experienced staff. * Understand the client's business and related needs to form, maintain, and strengthen relationships with client personnel. * Maintain project files and supporting documentation by reviewing, interpreting, and implementing new or revised laws. * Ensure proper and consistent application of accounting principles in performing tax returns. * Identify and document control deficiencies or other matters that warrant the attention of management. * Participate in education opportunities for self and others; read professional publications; maintain personal networks; participate in professional organizations. * Participate in and ensure timely and accurate time entry, billing, and collection efforts. Qualification requirements are as follows: * A Bachelor's degree in Accounting or a related field. * 3-5 years of experience in public accounting with a focus on tax. * The candidate must have satisfied the educational requirements to sit for the CPA exam and be prepared to obtain CPA certification within 18 months of starting employment. * Strong understanding of tax laws, regulations, and compliance requirements. * Proficiency in tax preparation software and Microsoft Office Suite. * Excellent analytical, organizational, and communication skills. * Ability to manage multiple projects and meet deadlines in a fast-paced environment. * Commitment to providing exceptional client service and building strong client relationships. This position is full-time and the firm will accommodate a hybrid schedule although primarily in-office attendance is preferred. Benefits: * 401(k) matching * Medical, Vision, and Dental Insurance - Employer contributes 90% * Disability Insurance * Life insurance * Flexible schedule * Three weeks of paid vacation per year * Work from home

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.

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 a Manager, Senior Manager, or Director, the Senior Consultant will develop and deliver solutions for clients pursuing operational excellence and digital transformation. This role requires a self-managed professional who interfaces regularly with clients and external stakeholders, and helps lead and shape delivery resources in accordance with firm policies and procedures. The consultant will focus on expanding technical solutions across Wipfli's footprint, particularly within a CRM ecosystem. Responsibilities Essential Responsibilities Lead and manage client projects through all phases of the project lifecycle: sales, planning, design, implementation, testing, deployment, training, and support. Architect and develop solutions based on client requirements and deep knowledge of CRM applications. Participate in and lead analysis and design sessions to capture functional and technical requirements across sales, marketing, service, and operations. Configure, test, and deploy CRM solutions and associated applications. Organize, establish, and monitor progress on project work plans to ensure timely and on-budget delivery. Communicate with clients on functional deliverables, work plan status, and issues. Identify risks, manage scope changes, and implement change-management processes. Assign tasks to consultants, review work for accuracy and thoroughness, and assist consultants with client management responsibilities. Actively participate in business development activities as a subject matter expert and grow existing client accounts through relationships built during project delivery. Knowledge, Skills and Abilities Required Qualifications Bachelor's Degree or equivalent combination of education and experience. 5+ years of experience in a professional services firm or private industry focused on technical solutions. 4+ years of experience with CRM implementations. 2+ years of project management experience in a professional services or similar environment. Expert-level understanding of CRM modules: Sales, Customer Service, Field Service, Project Operations, and Marketing. Experience defining business requirements, managing business processes, and client relationship management. Preferred Qualifications Experience implementing CRM in Construction/Real Estate, Nonprofit, or Manufacturing industries. Experience with Agile project management methodologies and tools (e.g., JIRA, DevOps). 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. As a Controller in Healthcare with our Outsourced Controller team, you will oversee and manage multiple client teams engaged with our healthcare clients, provide training to and promote development of staff, have direct client contact providing superior client consulting services. Healthcare industry experience that includes post-acute care, skilled nursing and/or hospital required. This position can work remotely anywhere in the US. Responsibilities Responsibilities: Review financial reporting packages and work papers for quality, completeness, and timely delivery. Prepare and analyze benchmarking data and key performance indicators to support client insights. Present completed reporting packages and findings to clients as directed. Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. Provide technical accounting support to clients and their teams on complex issues. Identify operational inefficiencies through client discovery sessions and recommend actionable improvements. Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in Accounting, Finance, or Business. 4-6 years of experience in public or private accounting. 3+ years managing associates and/or teams. Professional certification (e.g., CPA, CMA) preferred. Proficiency in financial reporting and analysis. Strong planning, prioritization, and organizational skills. Strong project management and relationship-building skills, with a client-first mindset. Excellent written, verbal, and presentation skills. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies. Demonstrated ability to influence others, promote constructive change, and develop team members. 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 identity, 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 $160,000, 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 Wipfli is building the next generation of AI‑powered solutions that transform how our professionals deliver value to clients. As a Senior RAG Engineer, you will play a pivotal role in advancing our AI‑driven functional requirements documentation platform, an enterprise application used across the firm to automate the creation of complex project documentation. This role blends software engineering, machine learning, and enterprise application development. You'll work closely with data scientists, engineers, and business teams to build production‑grade retrieval and generation systems that make a measurable impact on hundreds of users. If you're passionate about building real AI products, not demos or POCs, and you want to shape the foundation of a growing AI capability, this is your opportunity. Responsibilities Responsibilities: Design, develop, and optimize full‑stack applications using RAG for high‑accuracy retrieval and generation Build and maintain APIs and microservices with monitoring and logging for reliability and performance Implement vector databases and semantic search; fine‑tune retrieval for strong precision and recall Optimize chunking, embeddings, and retrieval parameters tailored to professional services content Evaluate LLM architectures and maintain prompt‑engineering frameworks to improve response quality Build ETL pipelines and integrate with firm platforms such as document management, CRM, and engagement systems Ensure data quality, security, and compliance, including role‑based access, encryption, audit logging, and confidentiality Partner across teams-engagement, data science, and ML-to deliver capabilities and mentor junior engineers Stay current on emerging AI/ML technologies and assess applicability to enterprise use cases Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Computer Science, Information Management, Data Science, or AI related field 3-5 years of experience in data science and AI roles 7-10 years of experience software development roles Demonstrated track record of building production-grade AI applications from conception to deployment Demonstrated deep understanding of RAG methodologies and practical application. Experience with frameworks such as LangChain, LlamaIndex, or Haystack is considered an additional asset Experience with document processing and OCR technologies, including integration and deployment within enterprise environments Preferred Qualifications: Master's degree or advanced certification in Data Science or AI 4+ years of full stack development experience with modern frameworks (React, Vue, or Angular; Node.js, Python, or similar; .NET experience 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 $106,600 to $160,000, 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.

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. 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. Job Summary - Under the direction of the Human Resources Manager, the HR Business Advisor is responsible for providing day-to-day HR support for internal clients within designated business units while also supporting Talent and Culture initiatives across the firm. HR Business Advisors collaborate with colleagues on the Talent and Culture Team and consult with firm leaders to maximize all aspects of people performance to deliver business objectives. Location: This remote opportunity prioritizes candidates who live within 60 miles of a Wipfli office to foster collaboration and engagement with our internal teams. Preferred locations include Wisconsin (WI), Minnesota (MN), Maine (ME), Illinois (IL), Georgia (GA), Pennsylvania (PA), Virginia (VA), Michigan (MI), and Colorado (CO). We also welcome applications from qualified candidates outside this range, including remote options. Occasional overnight travel may be required, which can include both land and air transportation. Responsibilities Essential Responsibilities: Internal Consultant Provides HR consultation and leadership for multiple business units. Ensures delivery and alignment of Talent and Culture products and services to support achievement of firm strategies. Acts as a collaborator, advisor and coach to partners and associates, advising on matters related to talent management, associate relations, culture, organizational development, leadership and workforce planning. Provides associate relations coaching and counsel to ensure consistency of policy and practice to preserve the health of the firm/associate relationship. Responds to associate inquiries on HR policies, procedures, and programs. Talent and Performance Management Provides advice and counsel to performance coaches and associates regarding performance related concerns, and talent development. Participates in objective investigations related to workplace matters under the guidance of senior members of the field HR team. Facilitates performance evaluation process. Business Knowledge Develops a proven understanding and appreciation of the firm's organizational structure, culture and business objectives to develop and implement HR programs and processes that are aligned with the firm's values and objectives. Provides HR perspective and solutions to business challenges (i.e. organizational changes, acquisitions & divestitures, etc.). Communicates a point of view that illustrates the Talent and Culture implications of business decisions. Identifies problems that affect business strategy and predicts potential obstacles to success. Organizational Development Collaborates with other members of the Talent and Culture team to develop and implement, Talent and Culture strategies, policies and practices in the areas of organizational effectiveness, workforce planning, associate relations, compensation, talent and performance management, change management, associate engagement and professional development. Ensures consistent application of these practices in their designated business units. Special Projects Participates on special and cross-functional projects as needed. These projects could be business unit specific or firm-wide in nature. Leads and supports critical components of Wipfli's M&A activities-specifically acquisitions-by overseeing T&C-related projects to ensure smooth integration and successful outcomes. Other Performs or coordinates the tactical duties necessary to assist or administer various aspects of the firm's compensation and benefit, talent acquisition, organization development, and associate relations programs. Exhibits the ability to follow standardized process templates, collaborates with more senior HR Business Advisors when unique circumstances arise Develops and maintains a high level of process and compliance knowledge and expertise. Identifies and assesses business risk within the scope of their responsibilities and escalates when necessary. Knowledge, Skills and Abilities Knowledge Bachelor's degree in Human Resources or similar field Human Resource Certification (PHR, SPHR, SHRM-CP or SHRM-SCP) preferred 3+ years in human resources Skills and Abilities: Strategic Thinking: The ability to see ahead to future possibilities and translate them into actionable strategies. This involves understanding the complexity of the future, developing long-term plans, and identify interdependencies when making decisions. Project Management: The ability to plan, organize, and oversee projects to achieve specific goals within defined constraints, such as time, budget, and scope. This includes developing clear plans, timelines, and utilizing standardized tools and methodologies for effective project management. It also involves managing multiple tasks and deadlines efficiently, ensuring accuracy, confidentiality, and timely completion of projects Business Acumen: A strong understanding of the firm's organizational structure, culture, values and business objectives to develop and implement HR programs and processes that align. Consultation and Influence: The ability to act as a collaborator, advisor, influencer, and coach to partners and associates. Communication Skills: Confident, effective communication is essential for HR consultation, addressing inquiries, and supporting initiatives. This includes strong verbal, presentation, and written skills to ensure clarity and professionalism. Problem-Solving and Analytical Skills: The ability to identify problems that affect business strategy, predict potential obstacles to success, and provide HR perspective and solutions to business challenges. Adaptability and Flexibility: Participating in special and cross-functional projects, which could be business unit-specific or firm-wide in nature, requires the ability to adapt and be flexible in various situations Teamwork and Collaboration: The ability to work effectively with others towards a common goal, involving coordination, cooperation, active engagement, open communication, and the sharing of ideas and resources. This skill requires trust, respect, and a willingness to consider different perspectives, fostering a productive and harmonious work environment. Communication Written, Verbal, and Presentation Technology Proficient in Word, Excel, and Outlook Proficient in Workday (Preferred) Experience with AI tools and technologies strongly preferred 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 identity, 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 - $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.

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. Responsibilities Job Summary: Under the direction of the Project Management/Business Analysis Manager, the ERP Project Management Senior Analyst gathers information and data, analyzes business and technical requirements, identifies and implements business process improvements and technology solutions, finalizes business case documents, and leads all types of department focused projects as well as enterprise focused projects in accordance with firm policies and procedures. Essential Responsibilities: Facilitate sessions with IT, business owners, outside technical resources and vendors to translate business needs into technology requirements. Prepare business case documents for complex situations. Play a key role in vendor relationship and lead influence and consensus building efforts for recommended solutions Manage the efficient and timely implementation of process and/or technology changes and upgrades that meet business and technology requirements Mentor other Analysts and other IT associates as needed. Ensure continuous learning of business and/or technical processes and procedures related to use of assigned systems and recommend continuous improvement opportunities Liaison with peers at other firms/companies to gather best business practices for assigned systems Lead project teams and advice other project teams to ensure the on-time delivery of projects within budget Knowledge, Skills and Abilities Required Qualifications: Requires an Associate Degree in Information Technology, or an equivalent combination of education and job related experience A Bachelors Degree in IT or an IT related major would be preferred 7+ years of job related experience Advanced knowledge of business/technical field related to assigned system and proficiency with related areas Business process or system design/implementation Eye for detail, ability to spot ambiguity, inconsistency, and contradictions Ability and positive attitude towards working with a globally distributed Agile team. Scrum Master experience preferred. Excellent problem-solving, organizational, and analytical skills Working knowledge of the dashboard development life cycle and capabilities of leveraged platforms (Microsoft SSAS, Microsoft Power BI, etc.) Financial and/or professional services background a plus Vendor management experience preferred Familiarity with Agile methodologies Expertise in Enterprise Resource Planning(ERP) systems, Workday experience preferred Deep understanding of finance and accounting process and back end operational workflows Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Remote #LI-DK1 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 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. Job Summary We're seeking a Growth Systems Analyst to bridge the gap between business needs and technology solutions. In this role, you'll collaborate with stakeholders, IT teams, and vendors to design, implement, and optimize processes and systems-primarily within Microsoft Dynamics 365. If you thrive on problem-solving and driving efficiency, this is your opportunity to make an impact. Responsibilities Essential Responsibilities: Act as a liaison between business owners, IT, and vendors to gather, document, and validate requirements and identify process improvements. Prepare business cases, requirements documents, test plans, risk assessments, and other project deliverables. Lead and support system enhancements and process improvements within Microsoft Dynamics 365. Partner with project teams to ensure technology changes are implemented efficiently, on time, and within budget. Collaborate with architects and QA teams to translate requirements into solution blueprints and validate system performance. Mentor other analysts and promote continuous learning of business and technical processes. Stay current on market trends and industry best practices to recommend ongoing improvements. Build strong relationships with internal stakeholders and project teams to deliver customer-centric solutions. Knowledge, Skills and Abilities Required Qualifications: Bachelor's Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience IIBA certification or demonstrated equivalent with business analysis focus Five+ years of job-related experience in D365 or similar CRM platform Heavy business analysis or systems analysis concentration Business process or system design/implementation Demonstrated ability to learn and understand internal stakeholder's priorities, challenges, methods, and processes. 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 $73,000 to $98,000, 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 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.

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients' growth and expansion. Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests. KBF is currently seeking multiple Controllers to join our US Managed Accounting Services team in the following locations: Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC. This position will play a key role in launching and building a new client market for KBF, helping to drive growth in this area. As an external client-facing Controller at KBF within the Managed Accounting Services practice, you will be responsible for assisting clients by leading the monthly close of their books, properly recording revenue, documenting and performing analysis over cost accounting and other critical areas, maintaining financial records for various clients, assisting with internal budgets and internal processes, and review of other team members' work. Each Controller will manage between 15-25 clients depending on the workload and size of the clients. This position is a management-level role with the expectation that client service is critical. This role will report to a Director of Managed Accounting Service and be supported by a team of accountants across KBF's global offices. Responsibilities Serve in a client-facing role, emphasizing business development (approximately 15% of time) and relationship building while consistently delivering client work at a premium level Act as a hands-on, working manager who is willing to roll up their sleeves and do what is necessary to ensure work is completed accurately and efficiently Proactively identify and solve challenges by developing a deep understanding of each client's business. Leverage full-cycle accounting experience to ensure accurate transaction recording and to streamline client accounting processes Plan, assign, and review work performed by Bookkeepers working on the engagements to ensure accuracy and provide feedback for improvement. Assist in implementation of new tools and software Own the monthly, quarterly, and year-end financial close processes for multiple clients simultaneously, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items. Develop a detailed close plan for each client and ensure all tasks are completed prior to a formal review with the Director of Managed Accounting Services. Proactively manage project deadlines to ensure deliverables align with client expectations and deadlines Collaborate with the Managed Accounting Services and Tax teams regarding technical matters, progress of projects, tasks, and associated budgets Review client financial performance on a monthly basis and make recommendations for improvement Assist clients with the proper recording of transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements Perform other related duties as necessary or assigned Comply with the firm's policies and procedures, such as timesheet submission, attendance policy, etc. Qualifications & Requirements Bachelor's degree in accounting or a related field CPA license Previous work experience as a Controller or similar role In-depth working knowledge and understanding of U.S. General Accepted Accounting Principles (GAAP) Ability to learn and work in multiple accounting systems and prioritize multiple tasks in a fast-paced, high-volume environment Advanced level MS Excel skills Excellent organizational skills and attention to detail Motivated, quick learner with strong communication skills and demonstrated professionalism Able to work independently and as part of a team to see projects through to completion Individuals must be eligible to work in the U.S. Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $115,000 to $180,000. Benefits are also a vital component of overall compensation. KBF is proud to offer a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and more, to help protect your health, your family, and your way of life.

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients' growth and expansion. Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests. KBF is currently seeking a Manager to join our Sales and Use Tax team. The KBF Sales and Use Tax group offers a comprehensive range of services designed to support our client's growth and expansion. Our services and projects are tailored to meet our clients' needs. Services include multistate expansion analysis, income/sales tax nexus analysis and planning, income/sales tax compliance, and representation in examinations. As a leader in this space, the group's collaborative, fast-paced, and dynamic environment offers employees the opportunity to work with both high caliber team members and top-tier clients while maintaining a small firm atmosphere. Responsibilities Provide sales and use tax consulting, including nexus studies, technical research, exposure quantification, voluntary disclosures, reverse sales tax audits, ASC 450 reviews, technology, planning and other sales and use related projects Advise clients of the sales and use tax implications relating to their business objectives; recommend alternate courses of action, as well as identify different methods of complying with sales and use tax statutes and regulations Serve as the primary client service contact for a portfolio of sales and use tax clients; proactively recognize opportunities to provide additional services Manage delivery of accounting services to ensure technical accuracy and high-quality work product within budgetary and time constraints Develop and manage client relationships by understanding their business operations and tailoring our services to their specific needs Proactively manage project deadlines to ensure delivery of work product based on client expectations and statutory deadlines Research and stay current on changes in the profession and US state tax law Qualifications & Requirements Bachelor's degree from an accredited college/university & licensed CPA or Enrolled Agent in their home office state Minimum of 5 years of tax experience in public accounting with a focus on Sales and Use Tax Motivated, quick learner with strong communication skills and demonstrated professionalism Able to work independently and as part of a team Irvine, CA | Lake Oswego, OR | Las Vegas, NV | San Diego, CA | Seattle, WA | Remote, USA The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF CPAs, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $125,000 to $165,000. Benefits are a vital component of overall compensation. KBF is proud to offer a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and more, to help protect your health, your family, and your way of life.

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 Under the direction of a Senior Consultant or Manager, the Consultant II will develop and implement solutions for clients that are either consultative or technical in nature that provide improvements to the client's business processes and information technology. The Consultant will play a key role in our national-based client support with both small- and large-scale implementations. Essential Responsibilities: Links the client requirements to standard solutions and service offerings with guidance from senior team members. Oversee smaller segments of work assigned by project managers or other senior team members. Thoroughly documents work with clear explanations to illustrate understanding of concepts. Informs project teams of cost, quality and schedule risks related to the scope of their portion of the engagement. Understand client business and back-office requirements, defining service scope and labor estimates for assignments. Estimate and manage work assignments within budget, providing support in business development. Research and recommend new technologies and trends. Assist clients with back-office compliance and manage client service engagements. Execute tasks related to client back-office services, advising, training, and assisting client staff. Perform emergency on-site or remote support as needed. Knowledge, Skills and Abilities Required Qualifications: Bachelor's Degree or an equivalent combination of education and experience. 1+ years of work experience in a professional services firm or 3+ years of private industry experience focused on appropriate technical area. Works toward obtaining additional appropriate certifications. Preferred Qualifications: Bachelor's Degree in related field. Training, support or consulting advisory experience. Experience with compliance or professional standards associated with area of expertise. Experience implementing Sage Intacct Accounting software or similar mid-market accounting software package. Experience in the CRE (Construction and Real Estate), NGE (Non-profit, Government, and Education), Healthcare, or Tribal Government and/or Gaming Industries. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 1 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

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. Responsibilities Job Summary We are seeking a highly skilled and experienced Senior NetSuite Engineer to join our NetSuite product and custom software development practice. The successful candidate will be one of the leaders on the NetSuite development team, providing technical expertise and guidance while working closely with clients to deliver innovative solutions. This is a client-facing consulting role that requires strong leadership, communication, and technical skills. Essential Responsibilities Lead and mentor members of the NetSuite development team, providing technical guidance and support. Design, develop, and implement customizations, integrations, and enhancements within the NetSuite platform. Collaborate with functional consultants, project managers and clients to understand their business requirements and translate them into technical solutions. Strong relationship building and excellent spoken and written communication skills. Conduct code reviews and ensure adherence to best practices and coding standards to maintain high-quality standards. Develop and execute test plans and test cases; design test automation for unit, functional, performance, and scalability testing. Provide technical expertise and mentorship to engineers across all levels. Act as a client advisor by leading discovery sessions, showcasing NetSuite features, and offering guidance on best practices. Stay current with NetSuite updates, new features, and best practices to provide clients with the most effective solutions. Train, mentor and/or serve as performance coach to Engineer I's and Engineer II's. Delegates and leverages work to ensure staff development. Knowledge, Skills and Abilities Required Qualifications Bachelor's Degree in Computer Science, Information Technology, or a related field. Minimum of 5+ years of experience in NetSuite development and implementation. Expert in SuiteScript 2.x (incl. map/reduce), SuiteFlow, and SuiteCloud patterns; fluent in JavaScript/TypeScript. Hands on experience with SDF and DevOps/CI-CD practices(branching, code review, automated validation,artifact deployments) Strong experience of API development and hands-on experience in the development of RESTful integration Proven experience in designing efficient, scalable and secure solutions to meet evolving business needs. Strong analytical skills and the ability to solve complex technical problems. Excellent written and verbal communication skills. Experience working on web and web services projects with a focus on distributed systems. Ability to work independently and as part of a team in a fast-paced environment. Preferred Qualifications NetSuite SuiteCloud Developer certification. Experience with NetSuite SuiteScript, SuiteTalk, SOAP integrations, or REST integrations. Experience with performance and scalability of ERP systems including NetSuite governance and performance tuning. Experience with SaaS/Cloud architecture and Oracle database architecture. Experience with ETL tools and techniques. Experience with Integration Platform as a Service (iPaaS) solutions (e.g. Boomi, Celigo, MuleSoft, Workato). Agile development experience and/or Scrum Master certification. Experience in release management and software development life-cycles (SDLC). Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Remote #LI-DK1 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 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. This position can be worked remotely anywhere in the US. Responsibilities Responsibilities: Facilitate day-to-day financial reporting accuracy for assigned clients using available tools to ensure efficient workflow and timely processing. Assist with complex general ledgers, identifying missing transactions and trends to ensure accuracy. Guide the review and approval of account classifications. Review balance sheets for accuracy and coordinate resolution of discrepancies. Prepare and/or review initial drafts of monthly reporting packages, including KPIs and metrics. Assist with finalization of month-end close. Maintain and update client procedure manuals as directed to ensure proper documentation. Prepare and/or review workpapers and schedules to ensure completeness. Participate in cross-team collaboration and support process improvements. Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints. Knowledge, Skills and Abilities Base Qualifications Bachelor's degree in accounting, finance, or related field. Minimum of 3 years of accounting experience, with a focus on financial reporting and general ledger management. Professional certification (e.g. CPA, CMA) preferred. Strong understanding of GAAP and month-end close processes. Excellent analytical and problem-solving skills. Proficient in accounting software and Microsoft Office Suite. Strong communication and interpersonal skills. Ability to manage multiple priorities and meet deadlines Estella Anderson, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-REMOTE #LI-EA1 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 $73,000 to $109,000 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.