Herbein jobs

Herbein + Company, Inc. is a leading regional certified public accounting firm that is 200+ employees strong and growing. We pride ourselves on our client service, ideas and proactive advice and solutions. As a regional firm, we strive to be a collaborator that satisfies both an economic need and develops long-term relationships with our clients. We have an opening for an Audit Senior Manager to join our firm's audit group in one of the following PA offices: Pittsburgh, Allison Park, Greensburg, Spring House, Reading or Pottstown. Responsibilities include, but are not limited to: • Manage all aspects of audit engagements (audit planning, fieldwork, and wrap up) • Supervise multiple engagements simultaneously and independently • Adequately review all work papers and the completed reports to ascertain that both meet the firm's standards • Resolve all problems before submission for final partner review • Handle complex and multiple audit engagements • Development and management of audit documents, work papers, and preparation of client documents • Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, build relationships, etc. • Mentor, train and supervise performance of lower level staff in the audit department • Become a “go to person” in the department due to niche skills and abilities • Ability to teach others their niche skills and manage others well • Ability to identify growth areas and contribute towards firm growth Requirements: • Bachelor's Degree in accounting or related finance degree • CPA required • 8+ years of current or recent audit experience in public accounting • Personable, ambitious, and looking for a career path opportunity • Successful at fostering strong relations built on trust and credibility • Ability to manage multiple projects/task on a timely basis while monitoring time spent • Adept at meeting challenging client requirements and deadlines • Excellent verbal, written and interpersonal communication skills • Detail focused and driven to achieve high standards • A Valid Driver's License is required • Must be able to travel by car and potentially airplane to service client base • Strong general business acumen • Proficient with Microsoft word (experience with data analytics software and paperless audit software packages is a plus) Herbein Today…Herbein Tomorrow At Herbein we know that our employees are what set us apart from other firms. That is why we are committed to our employees by providing exceptional rewards, career development opportunities, and valuing our employees through work/life management and recognition:

The Senior Wealth Advisor is responsible for developing and managing client relationships and investment assets. They provide quality client service and formulate sophisticated investment advice in an effort to help clients achieve their financial goals. They provide guidance and are responsible for the professional development of Wealth Advisors who help maintain ongoing relationship and develop new client relationships. In addition, this position is responsible for coordinating a group of client support personnel, including Portfolio Managers, Analysts and Operations Specialists in delivering comprehensive services to clients.Success FactorsResponsibilities Extensive communication with clients, their families and other connected service professionals related to investment performance, economic and market trends Develop and deliver private wealth education sessions to clients and staff pertaining to client financial and estate planning opportunities Proactively research industry trends and provide client and team members with relevant information to maintain client confidence and loyalty Understand and coordinate income tax planning by working closely with client tax advisors Seek to establish a level of trust and confidence with the client in order for financial issues to be resolved while meeting client's philanthropic goals Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements by developing investment plan and coordinating annual reviews Work closely with investment team to monitor and communicate various investment plans Responsible for client portfolio structure and confirming appropriate asset allocations, cash levels and trade execution Evaluate large holding or outsized financial exposures for risk and performance relative to client's overall financial position and portfolio for diversification Active involvement in the community and development of key professional relationship to ensure business growth Develop leads, referrals from current clients and outside contacts, while increasing current accounts through additions of assets under management Represent RKL Wealth Management process and investment philosophy to colleagues, clients, and prospects Oversee and coordinate group of client support personnel including recommendations for performance evaluation, training, work allocation and problem resolution Train and develop Wealth Advisors to build expertise and ensure career success Maintain confidentiality with external and client information as well as internal employee and firm information People Management/Relationships Take initiative to be a team player (seek out opportunities to help others) Treat everyone with respect; develop loyalty and trust with the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions Analytical and data-driven individual with strong problem-solving skills Excellent project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment Ability to use sound judgement and discretion regarding confidential information Drive to complete performance targets and track record of meeting/exceeding expectations Ability to listen to client needs and provide financial solutions, with strong networking capabilities Ability to shift focus and adapt to change Education, Experience and Certifications Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field 8+ years' experience working in the investment advisory field with strong client and new business development focus Team player and business builder with expertise as trusted Wealth Advisor serving the sophisticated needs of high net worth individuals and families Exceptional understanding of full range of financial and estate planning, wealth management and related services Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP CFP preferred, CFA or CPA also desirable Experience using CRM tools; excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc) Essential Functions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $150,000 - $225,000

The Executive Assistant is a key contributor to the firm's success and a resource to Partners of the firm who may need additional administrative and client support. In providing executive support they are tasked to work independently on various client projects and ensure action items are followed up on.Success FactorsResponsibilities Assist in facilitating client contact for Partners as needed (e.g. conference call scheduling, action item follow up, providing updates to client regarding engagement status etc) Coordinate and schedule all supporting Partner meetings (internal and external) Communicate changes in estimated payments and billing to all parties involved (internal and external) Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests and other firm functions Reconcile, code and organize credit card expenses Draft and/or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence and content Provide general administrative office support as needed, including answering and routing incoming calls, processing daily outgoing mail, assisting with marketing mailings, filing, welcoming visitors and providing strong customer service/hospitality Respond to telephone inquiries, take and relay messages, interface consistently with clients and staff in various offices, while exercising significant discretion, confidentiality and judgement Prepare memos, correspondence, reports, meeting minutes, presentations and other materials Coordinate executive outreach and external relations efforts, while overseeing special projects Work independently on projects assigned by Partners, from conception to completion, coordinating with other departments as needed Manage phone calls and email, including prompt responses to executive team's queries Coordinate travel arrangements for Partners by developing schedules and agendas, booking travel, arranging ground transportation, securing lodging and meeting space Coordinate firm client events and sponsoring opportunities Provide reception support when needed, including mailings, phone coverage, meeting room organization/set up Other duties as assigned People Management/Relationships Takes initiative to be a team player (seeks out opportunities to help others) Treats everyone with respect Develops loyalty and trust with team Successfully adapts to different personalities and working styles Proactively and effectively communicates information regarding status issues to team members Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize work accordingly Excellent relationship management and customer service skills Excellent verbal and written communication skills with strong client service focus and presentation Excellent attention to detail with the ability to manage multiple projects and adapt to different personalities Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications Associate's degree or commensurate experience 5+ years' experience in an administrative function supporting executive levels Experience with event management, coordination of regular group meetings and daily calendar management Ability to format information as requested in Word, Excel, PowerPoint and leverage internal systems Tech-savvy with ability to resolve problems/find solutions by contacting subject matter experts Prior financial or professional services industry knowledge preferred Proficient in Microsoft Office suite (Excel, Outlook, Word) Work Conditions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external clients as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to other Firm office locations as needed, overnight travel may be This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $20.00 - $30.00

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/Manager, the Consultant II will develop and provide standard/typical solutions for clients that are either consultative or technical in nature. They will be mentored and supervised by a Senior Consultant or Manager. They will be self-managed for long periods and interface regularly with clients and others outside of Wipfli. They will also mentor Consultant I's and client employees. Responsibilities + Ensure client expectations for time and budget are met, and seek opportunities to exceed them. + Plan and deliver work to meet client requirements while integrating project activities with other client initiatives. + Perform IT audits, SOC 1 and SOC 2 examinations, and compliance testing in accordance with firm and professional standards. + Evaluate the design and operating effectiveness of technology controls; identify gaps and recommend improvements. + Assess technical and general IT controls over applications, databases, network infrastructure, and business processes. + Communicate audit findings, risks, and engagement parameters clearly through timely reports and client discussions. + Align client requirements with standard solutions and identify opportunities to leverage additional service offerings. + Maintain a hybrid schedule at the closest Wipfli office, with occasional travel to client sites. Knowledge, Skills and Abilities Qualifications + Requires a business or technology-related degree. + 2-3 years of experience; Entry-level applicants encouraged to apply. + Knowledge of IT related audit activities. + Industry experience in technology, manufacturing, financial institutions, and/or healthcare. + Interest in obtaining relevant industry certifications within 3 years, such as CPA, CIA, CISA, CISM, CRISC, CGEIT, CISSP, or CITP. + Working knowledge of frameworks including COSO, COBIT, SOC 2, ISO 27001, NIST CSF and NIST SP 800-53 preferred. + Ability to manage multiple tasks within set timeframes. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (***************************************************** page to connect! #LI-AL1 #LI-Hybrid 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 *************. 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. Job LocationsUS-GA-Atlanta | US-WI-Milwaukee | US-MO-Clayton | US-ME-South Portland | US-PA-Philadelphia | US-WI-Madison Job ID 2025-7396 Category Technology Consulting Remote No

Herbein + Company, Inc. is a leading regional certified public accounting firm that is 200+ employees strong and growing. We pride ourselves on our client service, ideas and proactive advice and solutions. As a regional firm, we strive to be a collaborator that satisfies both an economic need and develops long-term relationships with our clients. We have an opening for a Tax Supervisor to join our firm's tax group in our Pittsburgh, PA. Responsibilities include, but are not limited to: • Supervise multiple engagements and provide innovative tax planning, consulting, compliance recommendations to clients• Prepare and review complex tax returns• Supervise and assist in mentoring junior tax staff; assigning and reviewing work and performance Requirements: • Bachelor's Degree in Accounting or Finance • CPA or EA required or meets exam eligibility and is working towards license. • Minimum of 5 years of current or recent public accounting tax experience• Demonstrated knowledge of IRS and other taxing authority regulations and standards• Ability to manage multiple projects/task on a timely basis while monitoring time spent• Adept at meeting challenging client requirements and deadlines• Excellent verbal, written, and interpersonal communication skills• Detail focused and driven to achieve high standards• Proficient in utilizing tax software and overall computer skills Position Type: • This is a full-time position. Supervisory Responsibility: • This position will supervise and assist in mentoring junior tax staff; assigning and reviewing work and performance. Herbein Today...Herbein Tomorrow At Herbein, we know that our employees are what set us apart from other firms. That is why we show our employee commitment by providing exceptional rewards, robust career development opportunities, and valuing our employees through work/life balance, recognition and appreciation: Highlights of Our Rewards Programs: • Competitive Salary• Immediate eligibility for medical, dental, vision, and disability insurances• Day 1 eligibility for 401(k) participation (we have profit sharing contributions too) • 16 weeks of Parental Leave which includes 4 weeks paid for new Mothers and Fathers• Generous vacation and sick time policies Career Path Development Opportunities: • Direct client contacts and continuous opportunities for practice development• Learning and Development programs that include 100% reimbursement / payment for CPE• Financial assistance for attaining CPA license• 100% reimbursement for civic dues Valuing our Employees: • Genuine concern for employees' work / life management • Flexible work schedules• Summer Hours Program - all offices close at noon on Fridays late April through Labor Day• Firm sponsored and paid events to spend time having fun and enjoying our co-workers• Programs to provide employee recognition for service and work well done Herbein + Company, Inc. won Inavero's Best of Accounting™ Award for providing superior service to their clients. The Best of Accounting Award winners have proven to be industry leaders in service quality based completely on the ratings given to them by their clients. When asked if they are likely to recommend Herbein + Company, Inc., over 88% of those surveyed said they would, as compared to the industry average of 43%. Herbein + Company is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, veteran or disability status.

The Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.Success FactorsResponsibilities Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation Effectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investments Implement investment process and analytical framework that alights with the firm's investment strategy and work with Trader in executing trades Set investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clients Prepare for investment portfolio reviews as well as monthly and quarterly reports for clients as needed Conduct ongoing research on global economics and financial markets to develop and/or validate potential investment theses/opportunities Proactively stay on top of industry trends and provide client and team members with relevant information to maintain client retention Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards Active involvement in the community and development of key professional relationships to ensure business growth Maintain confidentiality with external client information as well as internal employee and firm information People Management/Relationships Take initiative to be a team player (seek out opportunities to help others) Treat everyone with respect; develop loyalty and trust with the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions Analytical and data-driven individual with strong problem-solving skills Demonstrate excellent business and financial management acumen Ability to use sound judgement and discretion regarding confidential information Drive to complete performance targets and track record of meeting/exceeding expectations Ability to listen to client needs and provide financial solutions, with strong networking capabilities Ability to shift focus and adapt to changes Education, Experience and Certifications Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field 3+ years' experience working in the investment advisory field and knowledge of portfolio management, trading and market structure Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP CFA, CFP, or CAIA certifications a plus Experience using CRM tools Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc) Essential Functions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

The Senior Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their engagement progress and developments that may impact the business and are involved in new hire training and coaching. The Senior Associate provides exceptional client service as a trusted business advisor.Success FactorsResponsibilities Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures Review and audit business transaction cycles such as treasury, revenues, expenses, payroll, and capital expenditures. Visit client onsite for required audits and/or other financial inquiries as needed Answer client calls and emails in a timely manner and with a solution-oriented approach Produce quality service and statements for the in-charge to review with minimal corrections Perform engagements and review financial information using available technology tools and research engines Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Establish and ensure client deliverables are met within expectations Identify and introduce other firm services based on client needs and discovered opportunities Supervise Associates and Interns on engagements and provide guidance as needed Participate in business development activities and research opportunities; maintain touchpoints throughout the year with existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team player (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize and complete work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Demonstrated ability to take the lead on client engagements as needed Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willingness to enhance accounting and advisory knowledge Education, Experience and Certifications Bachelor's degree in Accounting Successful progress towards CPA licensure, if not already obtained 2+ years' experience in performing engagement procedures and in preparation of financial statements preferred Prior experience in coaching and training entry-level accounting professionals preferred Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $75,000 - $85,000

Job Description Are you looking for that new role which combines your pharmaceutical business development experience with a company that positively impacts lives? Is the ideal company for you, one that has a compelling story to tell and is experiencing incredible global growth? Do you excel at relationship building and ultimately results? Do you act with integrity, positive energy and humility? Clinical Services International, the trusted global leader in the supply of comparator drugs, medical devices and ancillaries for clinical trials, is looking for two Business Development Managers, one on the east coast and one on the west coast of the United States. Highlights Contribute to a fast-growing company with a 'can do' culture where you will be encouraged to get involved in a range of exciting initiatives and to introduce new ideas. Collaborate with us to continue growing our company (offices in London, Berlin, Shanghai and Philadelphia) within the pharmaceutical industry. Visit us at ************* for more information about who we are and how we contribute in the clinical trial market. How You'll Contribute Proactively prospect and leverage potential new business opportunities within customer accounts Analyze and prioritize potential opportunities and develop strategic sales plans for each target account Ensure appropriate strategy/solution is proposed to customers Lead proposal strategy and development in collaboration with Business Operations to ensure client needs are addressed Adapt successful strategies and tactics to meet market demands and financial targets Perform extensive client prospecting Maintain and update territory account plans with break-through strategies Understand the clients' development and commercial strategy, product development portfolio Project confidence and expertise in the approach and engagement with key decision makers Proactively engage clients across all key functions up and down the sponsor organization; maintain high visibility within client organization and become their trusted advisor Develop a strong understanding of clients' unique needs and become the focal point for discussions Maintain solid knowledge of all CSI services and value propositions for appropriate cross-selling opportunities Maintain close relationships with delivery teams for identification of new opportunities to ensure account growth Utilize CRM system to establish reports to analyse business leads and development opportunities and track and report progress. About YOU! Bachelor's degree in Pharmaceutical or Science discipline, Master's/PhD preferred Previous experience in a B2B sales role; preferably in a CRO, life sciences company or a related consulting firm Strong understanding of commercial business needs and priorities Extensive network of prospective clients/contacts Willingness to travel up to 50% within the continental U.S. Outstanding communication skills and the proven ability to collaborate effectively with teammates across the organization coupled with excellent independent thinking and action to achieve results and meet goals

The Junior Solution Architect is responsible for managing client projects through and through. They provide support and customer service in collaboration with team members, while meeting billable goals. The Junior Solution Architect ensures the ERP architecture and design is efficient, secure, and cost-effective to best achieve client-defined results. This individual will also serve as subject matter advisor or delivery lead throughout the duration of the project lifecycle.Success FactorsResponsibilities Provide consulting services to advise on best practices to use and implement best ERP solution for the client Support the design, development and deployment of solutions and applications that help clients optimize the value they derive from their accounting and financial strategies Perform maintenance and administrative tasks in both production and non-production environment Manage and assist clients through proactive contact with prompt resolutions Key point of contact for ERP implementations, upgrades and support, from kick off meeting/requirements gathering to testing, go-live and support Analyze impact of specific requirements on the platform and identify the optimum way to migrate to the new platform - both functionality and data Identify opportunities to improve performance and proactively challenge system usage to maximize return on investment Ensure successful implementation and client satisfaction through project sign-off and survey follow up Check deliverables of vendor partners to make sure they are fit-for-purpose and guide and coach teams as necessary Build and maintain client relationships with business and technology stakeholders Develop and test detailed functional designs for business solution components and prototypes Follow set company processes, guidelines and framework Work with team to be a subject matter expert providing best-practice guidance on financial business processes and implementation approaches Participate in sales and marketing activities as needed Maintain confidentiality with external client information as well as internal employee and firm information Other duties as assigned People Management/Relationships Takes initiative to be a team player (seeks out opportunities to help others) Treats everyone with respect Develops loyalty and trust with team Successfully adapts to different personalities and working styles Proactively and effectively communicates information regarding status issues to team members Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Ability to multitask and manage multiple projects at once in a fast-paced environment Ability to shift focus and adapt to change, works well independently and in a team environment Strong problem-solving skills and situational understanding on when to escalate to management Excellent customer service and communication skills with the ability to articulate and present complex information concisely to both technical and non-technical audiences Excellent time management and organizational skills Team player with commercial awareness and cognizance of changing internal and external IT landscapes Analytical and critical thinking skills, prepared to challenge conventional thinking Reliable individual who takes accountability and has solid decision-making abilities Education, Experience and Certifications Bachelor's degree in Management Information Systems, Computer Science, Accounting, Finance or related field Project experience with ERP systems or business applications is preferred Strong knowledge of Microsoft Office Suite, with advanced Excel skills On track for ERP certification based on product requirement ERP knowledge, including various modules, 3rd party products, technical and operational processes Exposure to project management software/tracking systems General accounting knowledge and understanding of basic principles (AP, AR, GL etc.) Excellent attention to detail with the ability to manage multiple projects Essential Functions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external customers as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients as needed, overnight travel may be This job description is subject to change at any time and employee will be given additional responsibilities as assigned. Salary Range: $55,000 - $65,000

The Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their engagement progress and developments that may impact the business.Success FactorsResponsibilities Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures Review and audit business transaction cycles such as treasury, revenues, purchases, payroll, and capital expenditures Visit client onsite for required audits and/or other financial inquiries as needed Answer client calls and emails in a timely manner and with a solution-oriented approach Provide quality projects and statements for the in-charge to review with minimal corrections Review issues and financial information using available technology tools and research engines Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Ensure client deliverables are met within expectations Develop an understanding of other firm services and application in relationship to client needs Keep up to date with local and national business and economic issues Participate in continuous learning activities and utilize active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement mana People Management/Relationships Take initiative to be a team player (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Understanding of general accounting principles and willingness to learn, drive for self- improvement Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willingness to enhance accounting and advisory knowledge Education, Experience and Certifications Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above Actively pursuing CPA licensure, if not already obtained Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Audit financial statements, quarterly financial information, and clients' annual reports. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures. Identify accounting and audit issues and perform research to solve issues. Responsible for testing internal controls, policies, and procedures and making recommendations. Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX). Proactively build relationships and communicate with clients and associates. Teach, train, and develop incoming staff/interns. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam. CPA certification preferred. Candidates actively pursuing CPA certification will be considered Requires at 1-3 years of accounting related experience. Ability to plan, prioritize, and organize work effectively on multiple tasks. Adaptable to various levels of client complexities of people, processes, and systems. Excellent verbal and written communication skills. Ability to travel to client sites up to 50% Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-Hybrid #LI-KK1 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

The Associate is responsible for working with clients on general bookkeeping, financial statement preparation, business and individual tax returns. They ensure all work papers, journal entries and tax documents are completed diligently, in a timely manner and as efficiently as possible. Associates provide exceptional client service as a trusted business advisor.Success Factors Responsibilities Prepare necessary work papers, journal entries, financial statements and prepare tax returns for review by the in-charge Onsite client work as deemed necessary Answer client calls and emails in timely manner and with a solution-oriented approach Produce quality documentation, financial statements and tax returns for review with minimal corrections Develop understanding of relationship of financial statement outcome to tax implications to client Read prior year financial statements, tax returns and client website and actively seek out information from team members to gain understanding of client business and industry Prepare tax returns and conduct self-review of work before submission to in- charge/reviewer Proactively inform engagement team of work status and request information from client as needed Ensure client deliverables are met within expectations Develop an understanding of other firm services and application in relationship to client needs Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team player (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above Actively pursuing CPA licensure, if not already obtained Understanding of general accounting principles and willingness to learn, drive for self- improvement Working knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plus Self-motivated and willingness to enhance accounting and advisory knowledge, including knowledge on taxation matters Excellent attention to detail with the ability to manage multiple projects Essential Functions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients as needed, overnight travel may be This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

The Associate is responsible for preparing tax returns and completing working papers for assigned clients. They help clients improve their tax function to control risk and facilitate better decision making. Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. The Associate provides exceptional client service as a trusted business advisor.Success FactorsResponsibilities Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients Independently prepare tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries Assist on tax-related projects on an ad hoc basis Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities Provide guidance to Tax Interns in the scanning and preparation of tax returns Answer client calls and emails in timely manner and with a solution-oriented approach Ensure client deliverables are completed within expectations Identify and introduce other firm services based on client needs and discovered opportunities Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Takes initiative to be a team player (seeks out opportunities to help others) Treats everyone with respect Develops loyalty and trust with team Successfully adapts to different personalities and working styles Proactively and effectively communicates information regarding status issues to team members Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Understanding of general accounting and tax principles and willingness to learn, drive for self-improvement Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willingness to enhance accounting and advisory knowledge Excellent attention to detail with the ability to manage multiple projects Proficiency with Microsoft Word, Excel and Outlook Excellent organizational skills with a strong attention to detail Education, Experience and Certifications Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above Actively pursuing CPA licensure, if not already obtained Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range:

The Manager serves as the client's first point of contact, helping them solve complex business issues from strategy to execution. They work with clients and Associates and have the ability to manage existing and new client business development to achieve firm revenue goals. The Manager provides exceptional client service as a trusted business advisor.Success FactorsResponsibilities Work alongside management at client sites in the operation of their business on a regular basis, responding to tax and accounting queries Develop and maintain on-going client relationships Review necessary work papers, financial statements and tax returns Onsite client work as deemed necessary Answer client calls and emails in a timely manner and with a solution-oriented approach Participate in proposal process, prospective client meetings and budget development Identify out of scope work to be discussed internally and with client as deemed necessary Understand and explain relationship of financial statement outcome to tax implications to client and Associates Read prior year financial statements, tax returns and client website and actively seek out information to gain an understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities Develop strong project management and client relationship skills with a good understanding of complex accounting and tax situations Ensure client deliverables are met within expectations, responsible for handling any escalated issues that may arise Identify and introduce other firm services based on client needs and discovered opportunities Maintain and develop professional network of peers, seek business development opportunities through new or existing contacts Leader within a community, business or professional organization and develop relationship to produce new business and grow the firm's client base Keep up to date with local and national business and economic issues Responsible for engagement management personal, team and client margins to outlined firm expectations Understand dynamics of the client relationship and history to improve current engagement efficiencies Participate in continuous learning activities and active research to improve and develop own and others' technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team leader (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications Bachelor's degree in Accounting CPA certification 5+ years' experience in preparation of tax returns and financial statements preferred Previous consulting experience within a leadership role preferred Proven experience in existing and new business development Working knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plus Self-motivated and willingness to enhance accounting and advisory knowledge Ability to manage multiple projects in a fast-paced environment while providing necessary guidance to more entry-level team members Demonstrated ability to lead a team of entry-level Associates and participate in their professional development Essential Functions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients as needed, overnight travel may be This job description is subject to change at any time and employee will be given additional responsibilities as assigned. Salary Range: $100,000 - $120,000

The Senior Accountant addresses financial, and accounting functions related to the general ledger, accounts payable, accounts receivable, payroll, expenses, billing and more. They are responsible for actual to budget variance explanations and performing account reconciliations and analysis, accounting research and providing information for internal and external audit requests.Success FactorsResponsibilities Monitor and analyze financial transactions, expenditures, bank account reconciliation, accounts receivables/payables and other operations Review and compare monthly bank statements to the general ledger, identify and reconcile differences and record all interest earnings Prepare year-end schedules and compile supporting documentation for the annual financial statements and participate in other financial reporting functions Oversee monthly health equity card transactions and intercompany banking transactions Participate in the ongoing development and improvement of financial systems Ensure confidentiality regarding employees, clients, and vendors disclosed only to those authorized by corporate officials and as approved in writing by the Finance Director Prepare journal entries, analyses, and account reconciliations while assisting with monthly close processes Support Accounts Payable and Accounts Receivable Specialist with GL coding questions and technical questions related to ERP Verify check clearance and provide ACH instructions to clients Import hours, bonuses, commissions and miscellaneous transactions into payroll software to be reviewed by the Payroll Manager Complete weekly flash reports and government surveys as necessary Respond to information requests, financial statement reviews and performance projections in a timely manner Contribute to the development and review of annual operating budgets and projections Other duties as assigned People Management/Relationships Take initiative to be a team lead (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications Bachelor's degree in Accounting, Finance or related field strongly preferred CPA certification or other relevant certifications a plus 5+ years' general accounting in a corporate setting Strong understanding of accounting concepts (AP, AR, GL, gross margin reporting etc) and how a service organization functions Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); excellent knowledge of Excel and reporting functions Technologically-savvy with prior experience working in an ERP Proven ability as a detail-oriented individual with the ability to prioritize, summarize and analyze data Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local offices and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $70,000 - $80,000

The Tax Manager is responsible for the delivery of a full range of tax services for multiple clients across a variety of industries. As such, they provide innovative tax planning, consulting and compliance expertise; completing reviews of complex tax returns. They are also responsible for Associates' professional development and coaching. The Tax Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor.Success FactorsResponsibilities Manage the delivery of a full range of tax services and advise companies and individuals on tax implications of their operations Work closely with partners, managers and staff to integrate practice development strategies into a team approach to client service and new business development Lead a team responsible for reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients Manage tax related projects and review tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities Provide guidance to Tax Interns and Associates in the scanning and preparation of tax returns; make recommendations on return preparation regarding accuracy, efficiency and tax saving opportunities Understand the scope of the engagement and provide input on client retention and fee structure Answer client calls and emails in a timely manner and with a solution-oriented approach Produce and review tax documents in a timely manner Ensure client deliverables are met within expectations and set deadlines Identify and introduce other firm services based on client needs and discovered opportunities Supervise Associates and Interns on engagements and provide guidance on an ongoing basis Provide Associates with client engagement opportunities for development Participate in business development and community activities to help identify and research opportunities on new and existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop own and others' technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team player (seeks out opportunities to help others) Treat everyone with respect Develop loyalty and trust with team Successfully adapts to different personalities and working styles Proactively and effectively communicates information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; is open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Expert knowledge in individual, partnership and corporate tax laws and principles Excellent organization skills and strong attention to detail Strong leadership and coaching skills Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Demonstrated ability to think strategically and execute, based on firm focus and future of the tax service line Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willingness to enhance accounting and advisory knowledge Excellent attention to detail with the ability to manage multiple projects Education, Experience and Certifications Bachelor's degree in Accounting CPA certification 5+ years' experience of progressive tax consulting experience across a wide range of industries preferred Prior experience in coaching and training entry-level accounting professionals Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $100,000 - $120,000

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Under the direction of a Senior Consultant/Manager, the Consultant II will develop and provide standard/typical solutions for clients that are either consultative or technical in nature. They will be mentored and supervised by a Senior Consultant or Manager. They will be self-managed for long periods and interface regularly with clients and others outside of Wipfli. They will also mentor Consultant I's and client employees. Responsibilities Ensure client expectations for time and budget are met, and seek opportunities to exceed them. Plan and deliver work to meet client requirements while integrating project activities with other client initiatives. Perform IT audits, SOC 1 and SOC 2 examinations, and compliance testing in accordance with firm and professional standards. Evaluate the design and operating effectiveness of technology controls; identify gaps and recommend improvements. Assess technical and general IT controls over applications, databases, network infrastructure, and business processes. Communicate audit findings, risks, and engagement parameters clearly through timely reports and client discussions. Align client requirements with standard solutions and identify opportunities to leverage additional service offerings. Maintain a hybrid schedule at the closest Wipfli office, with occasional travel to client sites. Knowledge, Skills and Abilities Qualifications Requires a business or technology-related degree. 2-3 years of experience; Entry-level applicants encouraged to apply. Knowledge of IT related audit activities. Industry experience in technology, manufacturing, financial institutions, and/or healthcare. Interest in obtaining relevant industry certifications within 3 years, such as CPA, CIA, CISA, CISM, CRISC, CGEIT, CISSP, or CITP. Working knowledge of frameworks including COSO, COBIT, SOC 2, ISO 27001, NIST CSF and NIST SP 800-53 preferred. Ability to manage multiple tasks within set timeframes. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Hybrid 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 *************. 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.

Herbein + Company, Inc. is a leading regional certified public accounting firm that is 200+ employees strong and growing. We pride ourselves on our client service, ideas and proactive advice and solutions. As a regional firm, we strive to be a collaborator that satisfies both an economic need and develops long-term relationships with our clients. We have an opening for an Audit Advanced Staff Accountant to join our firm's audit group in one of the following offices: Greensburg, PA or Pittsburgh, PA. Responsibilities include, but are not limited to: · Assist managers on engagements · Analyze and prepare financial statements · Evaluate internal controls · Begin to handle more complex audit engagements · Development of audit documents, work papers, and preparation of client documents · Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, etc. Requirements: · Bachelor Degree in Accounting or related finance degree · CPA, or working towards certification · 2 to 3 years of current or recent audit experience in public accounting · Personable, ambitious and looking for a career path opportunity · Successful at fostering strong relations built on trust and credibility · Ability to manage multiple projects/task on a timely basis while monitoring time spent · Adept at meeting challenging client requirements and deadlines · Excellent verbal, written and interpersonal communication skills · Detail focused and driven to achieve high standards Herbein Today...Herbein Tomorrow At Herbein, we know that our employees are what set us apart from other firms. That is why we show our employee commitment by providing exceptional rewards, robust career development opportunities, and valuing our employees through work/life balance, recognition and appreciation: Highlights of Our Rewards Programs: • Competitive Salary• Immediate eligibility for medical, dental, vision, and disability insurances• Day 1 eligibility for 401(k) participation (we have profit sharing contributions too) • 16 weeks of Parental Leave which includes 4 weeks paid for new Mothers and Fathers• Generous vacation and sick time policies Career Path Development Opportunities: • Direct client contacts and continuous opportunities for practice development• Learning and Development programs that include 100% reimbursement / payment for CPE• Financial assistance for attaining CPA license• 100% reimbursement for civic dues Valuing our Employees: • Genuine concern for employees' work / life management • Flexible work schedules• Summer Hours Program - all offices close at noon on Fridays late April through Labor Day• Firm sponsored and paid events to spend time having fun and enjoying our co-workers• Programs to provide employee recognition for service and work well done Herbein + Company, Inc. won Inavero's Best of Accounting™ Award for providing superior service to their clients. The Best of Accounting Award winners have proven to be industry leaders in service quality based completely on the ratings given to them by their clients. When asked if they are likely to recommend Herbein + Company, Inc., over 88% of those surveyed said they would, as compared to the industry average of 43%. Herbein + Company is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, veteran or disability status.

Full-time Description We have an immediate opening for a full time Bookkeeper/Accountant to provide Bookkeeping and Payroll duties for our clients. This position requires onsite work at assigned clients, requiring local travel. A professional demeanor, strong QuickBooks skills, excellent payroll and bookkeeping skills are required. Duties include: Responsibilities Preparing and posting journal entries and making adjusting entries (prepaids, accruals) Performing reconciliations (bank, credit card, balance sheet, income statement, trial balance) Reconciling general ledgers Calculating tax fringe benefits Preparing payroll Ad hoc projects Requirements Associates Degree in Accounting/Business Administration/ Bookkeeping Certification Experience in general ledger bookkeeping and comprehensive reconciliations Proficiency in Microsoft Office (solid Excel) Proficiency in QuickBooks a plus Ability to master accounting software Strong analytical and reasoning skills and attention to detail Excellent interpersonal and written communication skills Why Join Us? Exciting Growth: Be part of a rapidly expanding firm where your contributions make a significant impact. Our growth provides ample opportunities for career advancement and professional development. We are an IPA Top 100 Firm. Diverse Clients: Work with a diverse range of clients, from small businesses to large corporations, across various industries. Innovative Environment: We embrace the latest technologies and methodologies to ensure our team is always ahead of the curve. Collaborative Culture: Join a team that values collaboration, continuous learning, and mutual respect. We believe in fostering a positive and inclusive work environment. Herbein + Company, Inc. and its subsidiaries are equal opportunity employers. All applicants will be considered on the merits of their knowledge, skills, and abilities for employment without attention to race, color, religion, gender, sexual orientation, gender expression, national origin, veteran, or disability status.