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Warren Averett Companies LLC jobs - 140 jobs

  • Client Services - Audit Manager

    Gray, Gray & Gray, LLP 3.8company rating

    Remote or Canton, MA job

    AUDIT MANAGER About Our Firm: Gray, Gray & Gray is one of New England's fastest growing independent full-service consulting, accounting and advisory firms and we are looking for highly motivated, enthusiastic professionals who are true team players and possess a high level of commitment to growth and development to join our Team. Join us in our beautiful Canton, MA office (currently offering remote work options with ongoing flexibility) for a career that will be highly rewarding and interesting, yet still leaves time for family and outside interests and activities. We give our team members the power to do more. More growth. More personal attention. More opportunities. Role Description: At Gray, Gray & Gray we know it takes more than number crunching to turn our client's visions into reality. Our Audit Managers serve as a trusted advisor and provide elite consulting and compliance support on a wide array of business needs. A strong Auditor in this role will oversee and manage multiple audits, reviews, compilations, and client engagements from the planning stages all the way through final review and presentation of the financial statements. This position provides exposure to a variety of industries including but not limited to Energy, Architecture, Engineering, Construction, Life Sciences and Technology. Audit Managers apply technical knowledge and research skills while working as a team-player with a focus on continual improvement, staff mentorship, coaching and training. Responsibilities: Oversee multiple client engagements; planning, executing, directing, and successfully completing engagements while managing to budget Maintain day-to-day management of engagements to ensure services are delivered in a timely manner Develop and maintain excellent client relationships through superior customer service Serve as the primary client contact on all related matters and directly interact with client owners and senior team members Recognize and resolve potential or existing problems with appropriate research and consulting, as necessary Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies Assist in the development and execution of department's various training programs Set and monitor budgets, assist with staff scheduling and workload assignments Prepare client billings timely and direct and assist with collection efforts Establish and conduct formal training seminars for staff members Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients Participate in recruitment events, employee performance management, training support, and business development opportunities Key Success Factors: Ability to motivate, develop and direct team members as they work Ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Ability to train, orient and mentor staff Ability to review and evaluate the work of others Detail oriented and improvement focused Flexibility to change direction frequently Actions support the “Culture of Helpfulness” and “Continuous Improvement” Core Values Client satisfaction Build book of business Respect of Staff & Leadership Required Experience: CPA with 5+ years of progressive CPA firm experience BS in Accounting, MS or MBA preferred Ability to adjust schedule based on peak workload times in the department This is a hybrid role with the expectation to be in the office in Canton, MA at least 2 days per week.
    $100k-127k yearly est. Auto-Apply 60d+ ago
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  • Conflict Checks Senior - National Office

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs a Conflict Checks Senior, you will play a key role in supporting the firm's commitment to independence and ethical compliance. You will assist in the day-to-day management of the firm's conflict checking and entity independence processes, helping engagement teams identify, evaluate, and address potential conflicts. This includes reviewing flagged conflicts, conducting preliminary research, providing guidance, and escalating issues as appropriate to ensure compliance with regulatory and firm standards. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office and works closely with the Conflict Checks Manager to maintain alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Coordinate and execute the day-to-day conflict check process by reviewing potential conflicts identified through the firm's conflict checking system, researching client and engagement relationships, and advising engagement teams on independence considerations prior to client acceptance Evaluate conflict check submissions and prepare recommendations for escalation to the Manager, Independence and Ethics Compliance Leader, or Independence Committee when higher-level review is required Support the investment audit process by tracking auditee selections, reviewing initial findings, and preparing summaries for Manager review Monitor independence-related updates issued by regulatory bodies (e.g., AICPA, PCAOB, SEC, DOL, GAO) and assist in assessing impacts on firm processes and tools Maintain and update conflict monitoring systems and tools (e.g., Intapp, Entity-tree management), ensuring accuracy and completeness of data and identifying opportunities for process improvements Respond to inquiries from UHY engagement teams and UHY international network firms by performing initial research and providing preliminary guidance or escalation recommendations Contribute to training and awareness efforts by providing real-case insights and feedback to help refine the firm's training related to conflict checks and independence. Collaboration and Quality Management Support the Manager in contributing to UHY LLP Management Committee discussions by preparing updates, summaries, and documentation related to conflicts and independence procedures Apply knowledge of quality management standards to help maintain processes and monitoring activities that support independence and ethics compliance Collaborate with National Office team members to help document and evaluate controls related to conflict checking and independence, including gathering process information and coordinating testing activities Assist in maintaining standardized conflict check procedures and identifying opportunities to improve consistency and efficiency across engagement teams Coordinate communication with independence personnel across UHY international network firms to support consistency and responsiveness on shared engagement matters Supervisory responsibilities N/A Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings Required education and experience Paralegal certificate or related experience performing conflict checks in a professional services firm 3+ of experience in public accounting, at a law or professional services firm, including time spent supporting independence, compliance, or conflicts Preferred education and experience Experience with Intapp, Deltek Maconomy, and Salesforce Familiarity with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Familiarity with the Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO. Familiarity with GASB standards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $39k-47k yearly est. Auto-Apply 13d ago
  • Resource Solutions - Project Consultant

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs a Resource Solutions - Project Consultant, you will leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Supervisory responsibilities Potential to supervise employees, depending upon client need Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending upon client's needs Required education and experience 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) Preferred education and experience Bachelor's degree in related field or equivalent experience CPA or equivalent certification Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $77k-99k yearly est. Auto-Apply 60d+ ago
  • Resource Solutions Project Professional

    UHY 4.7company rating

    Remote job

    JOB SUMMARYUHY is a global accounting network with 330 offices and 8,600 staff in 101 countries. In the United States, UHY provides audit & assurance, tax, advisory, and consulting services. Our Resource Solutions Group delivers specialized services for the Office of the CFO, offering experienced interim professionals for a wide range of accounting and finance projects.JOB DESCRIPTION Leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries. Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements: Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Requirements 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Bachelor's degree CPA or equivalent certification preferred Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) We Offer Diverse project opportunities with mid-market to large enterprises Comprehensive benefits: Medical/dental/vision insurance, Paid Time Off, Paid Holidays, 401K, Life Insurance WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $66k-87k yearly est. Auto-Apply 60d+ ago
  • Technical Accounting Lead (Manager Level)

    Wipfli 4.3company rating

    Remote job

    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: The Manager, Technical Accounting oversees complex accounting matters, ensures strict adherence to U.S. GAAP across the organization, and leads the technical accounting team to support accurate and compliant financial reporting. This role serves as a strategic partner to senior leadership, auditors, and cross-functional stakeholders in navigating accounting complexities, driving policy implementation, and reinforcing a strong internal control environment. Responsibilities Primary Responsibilities Technical Accounting Leadership & Guidance Lead the evaluation, interpretation, and implementation of new GAAP accounting standards. Provide authoritative guidance on the financial impact of accounting developments and complex transactions. Review and approve technical memos, position papers, and accounting policies prepared by team members. Advise on acquisition-related accounting treatments, including goodwill, purchase price allocation, and consolidation. Financial Reporting Oversight Oversee the preparation and accuracy of U.S. GAAP-compliant financial statements and disclosures. Ensure timely and accurate monthly, quarterly and annual close processes and preparation of quarterly lender and regulatory reporting. Review and approve complex journal entries and reconciliations prepared by the accounting team. Supervise financial reporting related to acquisitions, including ROI analysis and integration of acquired entities. Complex Transactions Direct the accounting treatment for mergers, acquisitions, divestitures, leases, revenue recognition, partner retirement benefits, and other non-routine transactions. Partner with legal, finance, and executive leadership to ensure appropriate structuring, documentation, and accounting. Merger & Acquisition Integration Lead technical accounting support for M&A due diligence, transaction structuring, and post-merger integration. Align accounting policies, chart of accounts, reporting templates, and disclosure practices across merging entities. Act as the primary technical accounting lead in collaboration with auditors and advisory teams. Internal Controls & Compliance Design, implement, and monitor internal controls over financial reporting to ensure compliance with U.S. GAAP. Coordinate audit processes, resolve technical inquiries, and oversee timely responses to auditor requests. Establish accounting policy frameworks and ensure consistent application across the company. Cross-Functional & Team Leadership Manage, mentor, and develop technical accounting staff while building departmental expertise. Serve as the key advisor to FP&A, tax, treasury, legal, M&A, and other departments on technical accounting matters. Partner with executive leadership to provide strategic accounting insights that impact business decisions. Knowledge, Skills and Abilities Skills & Qualifications CPA certification required. 7+ years of progressive accounting experience, including public accounting and/or technical accounting advisory. Proven leadership and prior management experience in a technical accounting or financial reporting role. Expert knowledge of U.S. GAAP reporting requirements (if applicable). Strong analytical, strategic thinking, communication, and organizational skills. Experience with Workday or other large ERP systems preferred. Demonstrated expertise in mergers, acquisitions, and complex transactions highly valued. Demonstrated ability to drive transformation and streamline processes. 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 $97,000 to $130,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $97k-130k yearly Auto-Apply 12d ago
  • Conflict Checks Manager - National Office

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs the Conflict Checks Manager, you will play a critical role in protecting the integrity of our client acceptance and engagement processes. You will oversee the day-to-day operation of the firm's conflict checking and entity independence verification processes, helping engagement teams navigate independence and ethics risks by reviewing, clearing, and escalating conflicts identified by firm's conflict checking system. The team is collaborative, high-performing, and responsible for upholding the firm's highest standards of independence and professional ethics. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office, ensuring alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Manage the daily conflict check process by reviewing flagged conflicts, researching client relationships, and assisting teams in assessing independence risks prior to client acceptance Evaluate conflict check submissions from engagement teams, resolving issues when possible and escalating complex matters to the Independence and Ethics Compliance Leader or Independence Committee as appropriate Provide comprehensive support during the investment audit process, including tracking auditee selections, conducting initial evaluations of findings, and escalating significant issues for further review Monitor independence-related developments from regulatory bodies (such as AICPA, PCAOB, SEC, DOL, and GAO) and assess their impact on firm policies and processes Maintain and enhance conflict monitoring tools and systems (e.g., Intapp, Entity-tree management), ensuring accurate setup and effective integration across platforms Respond to independence and ethics-related inquiries from UHY engagement teams and international network firms, conducting initial analysis and providing preliminary guidance Support the development and improvement of firm training on conflict checks and independence, offering feedback based on practical conflict resolution experience. Conduct thorough conflict checks for professional services engagements, leveraging prior experience to ensure compliance and accuracy Collaboration and Monitoring of Quality Control with Leadership Actively contribute to the firm's system of quality management by participating in bimonthly UHY LLP Management Committee meetings, where you help shape, update, and communicate firm-wide policies Understand the quality management standards as well as our firm's current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to independence and ethics Partner with colleagues in the UHY LLP National Office to thoroughly review and enhance the firm's system of quality management as it pertains to independence and ethics, ensuring that best practices are consistently understood and applied Assist with the review and performance of conflict-checks over documentation of processes and controls, including the design of effective monitoring controls to monitor the firm's system of quality management Maintain professional relationships with independence personnel in the UHY international network firms, ensuring consistency and responsiveness across firm engagements Supervisory responsibilities Supervisory or team leadership experience vise staff and other resources, as appropriate, during projects and other initiatives Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings. Required education and experience Bachelor's degree in accounting, business, or related field 6+ years of experience in public accounting or professional services firm, including 2+ years working in risk, independence, or compliance Demonstrated ability to manage and resolve complex independence/conflict issues Preferred education and experience Supervisory or team leadership experience CPA, CCEP, or similar professional certification Experience with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Knowledge of Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO Familiarity with GASB standards Experience with Intapp, Deltek Maconomy, and Salesforce Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $75k-100k yearly est. Auto-Apply 47d ago
  • Healthcare Revenue Cycle Billing Specialist II (SNF)

    Wipfli 4.3company rating

    Remote job

    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.
    $21-28 hourly Auto-Apply 9d ago
  • Revenue Integrity Analyst

    Miller Cooper 2.8company rating

    Remote or Chicago, IL job

    Job Description Revenue Integrity Analyst Are you skilled at bringing people together? Are you able to communicate across department lines? If so, National Quality Systems (NQS), is looking for Revenue Integrity Analyst to join their team. NQS delivers the industry's leading Registry Intelligence Site that unlocks the value of clinical registries and transforms them into actional insights that improve clinical outcomes and financial performance for health systems. This role bridges clinical registry intelligence, revenue integrity expertise, and real-world hospital workflows to ensure the NQS platform delivers meaningful financial and operational impact for customers. Highlights Collaborate across product development, customer implementation, & user enablement. Remote opportunity with a few mandatory meetings each year in various locations Learn more about us at NQS - The most advanced trauma center platform dedicated to empowering the entire trauma team How You'll Contribute Serve as subject matter expert (SME) in revenue integrity, trauma activation, critical care, and ICU charge capture. Provide practical, real-world input to Product and Engineering teams on workflows, logic, analytics, and usability based on hospital revenue cycle and clinical operations. Translate customer needs and revenue integrity use cases into clear product requirements and enhancement recommendations. Partner with implementation teams to embed the NQS platform into hospital workflows Support customer onboarding, configuration, and go-live activities Work directly with stakeholders to align software functionality with operational needs. Develop and deliver training for end users including workflows, dashboards, and reconciliation outputs. Serve as a trusted resource for customer post-implementation. Assist customers interpret NQS analytics and translate insights into actionable operational improvements. Support sales and pre-sales efforts including demos, prospect education, and solution positioning. Gather structured feedback from customers on software performance, usability and outcomes. Identify trends, gaps, and opportunities to improve product effectiveness and customer value. Who You Are Bachelor of Science degree in healthcare administration, Finance, Business Analytics, or related field. 5+ years of experience in revenue cycle, billing, coding, CDI or health data analytics within a hospital or health system environment. Hands-on experience working with hospital billing and revenue cycle systems, including Epic Resolute and/or Cemer/Oracle Health revenue cycle applications; deep familiarity with Epic Resolute workflows (HB and/or PB), reporting and downstream billing processes preferred. Strong understanding of hospital charge capture workflows, charge masters, and professional and facility billing processes. Familiarity with key revenue drivers and codes including trauma activation (68X), ICU (208), critical care, and related revenue cycle functions. Strong analytical and quantitative skills Excellent written and verbal communication skills Understanding claim files 837, remittance files 835, and trauma activation codes (68X, 208, 450, etc.), critical care billing; Experience with Cemer Millennium billing and revenue cycle modules (Oracle Health) including claims, charging and reconciliation workflows. Experience partnering with hospital revenue cycle and IT teams to operationalize analytics and technology solutions. Certifications preferred: Certified Revenue Integrity Professional (CRIP), Certified Coding Specialist (CCS), Certified Professional Coder (CPC) or Certified Clinical Documentation Specialist (CCDS) EQUAL OPPORTUNITY EMPLOYER Individual salaries that are offered to a candidate are determined after consideration of numerous factors including internal equity, market data, the candidate's qualifications- including but not limited to specialty skills, prior relevant industry experience, relevant degrees or certifications (e.g., CPA, JD). The salary range estimate below is inclusive of all departments within the company and offered salaries may vary within the given range between departments. A reasonable estimate of the base salary range for this level is $95,000 to $125,000 annualized plus additional compensation and other competitive benefits.
    $95k-125k yearly 1d ago
  • Senior Tax Associate

    Moore Stephens Tiller 3.8company rating

    Remote or Duluth, GA job

    Are you ready to take your Tax career to the next level? We are adding Tax Senior Associates with 5 years of tax accounting experience under their belt and the desire to grow in the profession. We provide the tools and unlimited growth opportunity for the right person. MSTiller, LLC is a leading provider of accounting, audit, tax and business advisory services in Georgia and the Southeast. Our growth is driven by successfully assisting our clients achieve results. Our culture encourages individual growth and development, rewards personal excellence and supports our communities. We are looking for someone with the below qualifications - - Bachelor s degree in Accounting Master in Taxation or Master of Accountancy with a tax focus CPA or have passed part of the CPA Exam already Experience with tax software (preferably CCH Axcess) with the desire to quickly learn new software packages Two - five years' experience in preparing complex individual, partnership, corporate and S-Corp tax returns as well as the research of tax issues Works well with managing a variety of projects and thrives in a fast-paced environment Customer service oriented really enjoys people and getting to know our clients, their businesses and the industries that they operate in. Works well independently or as part of a team If the above qualifications describe you --, please apply for confidential consideration so that we can set up an exploratory conversation! As a Senior Tax Associate, you will be involved in Serving a client with complex tax needs Preparation of individual, partnership, fiduciary, tax-exempt and other types of tax returns Preparation of income tax projections that involve multiple scenarios and complex analysis Interactions with client personnel to obtain information essential to delivering tax services Supervising and serving as a technical resource to lesser experience Tax Staff members We offer you: Reasonable work schedules with flexible hours Flexible working arrangements work-from-home , hybrid or in-office Unlimited career growth and potential Experience and opportunity to work with managers and partners Excellent compensation and benefits package A truly supportive team and firm culture - we have lots of fun together too!
    $74k-100k yearly est. 60d+ ago
  • Director - Transaction Advisory Services

    Wipfli 4.3company rating

    Remote job

    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: In this role, you will perform comprehensive financial analysis, collaborate with the team to evaluate deal structures, and stay updated on industry trends to provide valuable insights for our clients. You will manage multiple projects simultaneously, act as a key point of contact for clients, and work closely with cross-functional teams to enhance the overall value provided. Additionally, you will prepare clear and concise reports, review the work of junior team members, and ensure the highest standards of quality and accuracy in all deliverables. Responsibilities Responsibilities: Perform comprehensive financial analysis, including historical and projected financial statements, to assess the target company's performance and identify potential risks and opportunities. Collaborate with the team to evaluate deal structures and valuation methodologies, considering factors such as market conditions, industry trends, and specific transaction characteristics. Stay updated on industry trends, market dynamics, and competitive landscapes to provide valuable insights that contribute to the client's decision-making process. Manage and prioritize multiple projects simultaneously, ensuring timely delivery of high-quality work products and meeting client expectations. Act as a key point of contact for clients, building strong relationships and effectively communicating findings and recommendations. Work closely with cross-functional teams to leverage expertise from other practice areas, enhancing the overall value provided to clients. Prepare clear and concise reports and presentations that communicate complex financial information in a digestible manner for clients and internal stakeholders. Review and verify the work of junior team members to maintain the highest standards of quality and accuracy in all deliverables. Knowledge, Skills and Abilities Qualifications and Experience: Bachelor's degree in Finance, Accounting, Economics, or a related field. 7+ years of experience in Transaction Advisory Services or related areas. Strong financial modeling and analysis skills, with proficiency in Excel and financial databases. Excellent understanding of financial statements, valuation techniques, and deal structuring. 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. Familiarity with industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous. Professional certifications such as CPA or CFA are desirable but not mandatory 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 - $191,000, 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.
    $142k-191k yearly Auto-Apply 17d ago
  • Manager, Tax-based Small Business Advisory, SBA

    Bonadio & Company LLP 4.1company rating

    Delaware, OH job

    We have tremendous opportunities for a Manager Accountant to play a key role on our tax-based Small Business Advisory (SBA) team. As a highly valued member of our Firm, you will work closely with the SBA team to provide timely, accurate, and reliable completion of client engagements. Come join an organization that focuses on work/life balance for all of our employees! Responsibilities: * Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning * Develop an understanding of a client's business and aspects of their industry * Review and prepare clear and concise working papers * Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends * Develop effective working relationships with internal and external clients * Assist with development and retention of clients, including the ability to cross-sell services * Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax * Deliver projects/engagements on time, within budget and to client's satisfaction * Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback Required qualifications: * A minimum of a bachelor's degree in accounting * CPA or EA certification * A minimum of five years of relevant CPA firm experience * Ability to develop and sustain business relationships for the purpose of increasing the client base * Proficiency with Microsoft Office Suite including Teams and Outlook * Ability and willingness to travel as required Hours Of Operation: * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday * We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran
    $73k-91k yearly est. Auto-Apply 60d+ ago
  • Software Solutions Senior - Sage Intacct

    UHY 4.7company rating

    Remote job

    JOB SUMMARYThe Sage Intacct Software Solutions Senior is a key member of the Client Accounting Advisory Services team, responsible for designing, configuring, and implementing Sage Intacct solutions for clients. This role requires deep functional and technical expertise in Sage Intacct, strong accounting knowledge, and the ability to lead implementations from discovery through post-go-live support. The Software Solutions Senior partners closely with clients and internal teams to deliver scalable, high-quality Sage Intacct solutions that align with client accounting workflows and business objectives. This role also provides guidance and mentorship to associate team members.JOB DESCRIPTION Lead the design, configuration, and implementation of Sage Intacct modules, including but not limited to General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Purchasing, Order Entry, Projects, and Multi-Entity environments, ensuring alignment with best practices and client requirements Collaborate with internal stakeholders, including product managers, business analysts, and CAAS team members, to gather client requirements and translate them into effective Sage Intacct solutions Apply a strong understanding of accounting principles and operational workflows to design, configure, and optimize Sage Intacct for client accounting processes Conduct Sage Intacct system implementations across the full project lifecycle, including requirements analysis, solution design, configuration, testing, training, go-live support, and post-implementation optimization Provide end-user training on Sage Intacct functionality, reporting, dashboards, and workflows to drive client adoption and long-term success Prepare and maintain comprehensive implementation documentation, including configuration workbooks, user guides, training materials, and process documentation Provide ongoing Sage Intacct technical and functional support to clients through phone, email, remote access, and the Issuetrak ticketing system Collaborate with cross-functional teams to define and execute testing strategies, including unit testing, user acceptance testing, and validation of financial data accuracy Troubleshoot and resolve complex issues related to Sage Intacct configuration, integrations, data migrations, reporting, and system performance Stay current on Sage Intacct releases, new features, and industry trends to continuously enhance implementation quality and client solutions Partner with stakeholders to prioritize Sage Intacct enhancements and optimization opportunities based on client needs and business impact Conduct Sage Intacct software demonstrations for prospective clients, create pricing quotes, and assist with drafting engagement letters Assist with Sage Intacct vendor invoice processing and allocation to support accurate client billing WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $73k-92k yearly est. Auto-Apply 5d ago
  • Risk Advisory Services - Senior Consultant

    UHY 4.7company rating

    Remote or Melville, NY job

    JOB SUMMARYThe Senior Consultant in Risk Advisory Services offers internal audit, internal controls, compliance and risk management consulting. The position is responsible for performing and leading the necessary procedures involved in planning and executing consulting engagements for clients in accordance with respective standards. The position must be able to handle more complex assignments than staff, complete the process of managing all client-related tasks , and take a lead role in developing/reviewing the work of less experienced staff. The Senior role is the bridge between the staff, who are executing the client-service related tasks, and the management, who strategizes and oversees the successful completion of efficient engagement activity and the next level of service. The Senior serves as the liaison to management and develops a broader scope of the business into a supervisory role. Engagement Execution Performs complex procedures, including substantive testing, control testing, and analytical review, to evaluate the effectiveness and efficiency of business practices Reviews workpapers, documentation, and audit evidence prepared by consulting staff for accuracy and adherence to professional standards (IIA, ISACA, GAO, AICPA, etc.) Collaborates with partners, managers, and clients to develop comprehensive engagement work plans tailored to client needs and risks Identifies key areas for audit focus, potential risks, and necessary resources Internal Controls Assessment Evaluates internal control systems and processes to identify weaknesses or deficiencies that could impact the timeliness and reliability of management information derived from the systems and processes Provides valuable insights and recommendations to clients for improving operation and financial management processes and controls Client Communication Serves as main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates Builds client relationships and maintains smooth working relationship Team Supervision Supervises and mentors staff members, providing timely feedback, guidance, and training to support staff professional development Fosters a collaborative and productive team environment Engagement Leadership Leads and manages audit engagements from planning through completion while ensuring adherence to timelines, budgets, and professional standards Delegates tasks to consulting staff members and provides guidance throughout the engagement Technical Research Stays current with evolving accounting and other professional standards, regulations, and industry trends, and applies this knowledge to engagements Researches, resolves, and documents complex accounting and auditing issues as arise Reporting and Documentation Ensures accuracy and completeness of documentation, findings, and conclusions in accordance with firm and regulatory standards Develops draft reports for review by management Continuous Improvement Engages in continuous learning and development to enhance technical skills and knowledge Participates in post-engagement reviews to assess the effectiveness of engagement execution processes and identifies areas for improvement Contributes ideas to enhance the firm's methodologies and procedures Supervisory responsibilities Will supervise subordinate team members Will coordinate with relevant client personnel to manage engagement effectively and efficiently Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Language requirement: Ukrainian Professional Fluency 3+ years of relevant experience Bachelor's degree in accounting, finance, technology, computer sciences or equivalent education or experience Knowledge of technology platforms (e.g. network, security, ERP) risks to provide client service Preferred education and experience CPA licensure or equivalent relevant certification or working toward licensure or equivalent certification Responsible for completing the minimum CPE credit requirement Internal audit, internal controls, compliance or risk management or other equivalent professional public, private or nonprofit sector services environment Experience in managing staff in an office or remote working environment Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $93k-130k yearly Auto-Apply 60d+ ago
  • Manager, Lead Generation

    Wipfli 4.3company rating

    Remote job

    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.
    $21k-32k yearly est. Auto-Apply 9d ago
  • Tax Senior

    Haskell & White 4.2company rating

    Remote or Irvine, CA job

    Job Description 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
    $82k-115k yearly 18d ago
  • Healthcare Revenue Cycle Billing Specialist II (SNF)

    Wipfli LLP 4.3company rating

    Remote job

    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.
    $21-28 hourly Auto-Apply 33d ago
  • Manager, Lead Generation

    Wipfli LLP 4.3company rating

    Remote job

    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.
    $21k-32k yearly est. Auto-Apply 39d ago
  • Tax Manager

    Haskell & White 4.2company rating

    Remote or Irvine, CA job

    Haskell & White is seeking Tax Manager candidates with exceptional real estate partnership and corporate taxation talent. We are a team of professionals with experience and, leadership, a high level of understanding of the business climate today and for the foreseeable future. Help us drive revenue with your unique skills. Join a firm that understands its clients and provides an exceptional fast-paced environment for its professionals. If this sounds like a team you could thrive in, we want to meet you soon. We are poised to dominate the market with your help. You will lead and manage multiple tax engagements to deliver quality tax services for our clients in both real estate and corporate environments, work collaboratively and manage and assist staff members in their journey. A valid CPA license and extensive experience in Public Accounting is required for this role. Job Type: Full-time Salary: $110,000.00 - $150,000.00 per year Benefits: 401(k) matching Medical, Vision, and Dental insurance - Employer contributes 90% Disability insurance Life insurance Flexible schedule Four weeks of paid vacation per year Work from home Experience: 5 years (Preferred) License/Certification: CPA License (Preferred)
    $110k-150k yearly Auto-Apply 60d+ ago
  • Hybrid Tax Manager- International

    Laporte CPAs & Business Advisors 3.7company rating

    Remote or Metairie, LA job

    Description LaPorte CPAs and Business Advisors, one of the region's fastest growing and respected CPA firms, is seeking a dynamic individual to join our team as an International Tax Manager in our Houston, TX office. This is a full-time role with competitive pay, benefits, and hybrid work schedule. A large regional firm, our clients represent many businesses, among them energy companies, real estate firms, private equity groups, broker/dealers, and others. LaPorte's International Services Group includes certified public accountants, an AICPA International Financial Reporting Standards (IFRS)-certified professional, a certified specialist in estate planning, and a master of laws in taxation. Our International Services Group also emphasizes staff education that focuses on international tax laws and accounting standards. Responsibilities Reviews and manages tax returns, extensions, and tax planning calculations Prepares complex federal and state income taxes and estate and gift taxes Supervises and manages large tax engagements Identifies solutions for client issues Completes assignments within budgeted time frame and within firm quality standards Assigns projects to appropriate team members Recognizes opportunities to provide additional services to new or existing clients Assists in business development by meeting with potential clients Maintains long-term focus on client relationships by maintaining client contact with appropriate individuals throughout the year Coaches, develops, and motivates fellow staff members, including interns through senior associates Assists in the development and training of new staff Recruits for future staff hires Credentials and Experience Bachelor of Science in Accounting Master of Science in Taxation preferred but not required CPA certification required 4-8 years of public accounting experience with a national or regional firm in their tax department Knowledge and Skills Strong knowledge and experience in tax preparation and review Strong experience in international tax accounting Strong knowledge of authoritative federal and state taxation including income taxes and estate and gift taxes Ability to manage multiple projects with consistency and accuracy High level of professionalism Ability to work in a team environment High sense of urgency Ability to work under pressure with tight deadlines Strong oral and written communication skills Proficiency in Microsoft Office
    $72k-98k yearly est. Auto-Apply 60d+ ago
  • Hybrid Tax Manager- Real Estate

    Laporte CPAs & Business Advisors 3.7company rating

    Remote or Houma, LA job

    Description LaPorte CPAs and Business Advisors, one of the region's fastest growing and respected CPA firms, is seeking a dynamic individual to join our team as a Real Estate Tax Manager in our Houston, TX office. This is a full-time role with competitive pay, benefits, and hybrid work schedule. The LaPorte Real Estate Industry Group has decades of experience working with the business planning, tax and accounting needs of developers, owners, investors, management companies, title companies and other industry leaders. With more than 35 years of working with real estate professionals, LaPorte's team has grown to one of our biggest and most nimble industry groups. Responsibilities Reviews and manages tax returns, extensions, and tax planning calculations Prepares complex federal and state income taxes and estate and gift taxes Supervises and manages large tax engagements Identifies solutions for client issues Completes assignments within budgeted time frame and within firm quality standards Assigns projects to appropriate team members Recognizes opportunities to provide additional services to new or existing clients Assists in business development by meeting with potential clients Maintains long-term focus on client relationships by maintaining client contact with appropriate individuals throughout the year Coaches, develops, and motivates fellow staff members, including interns through senior associates Assists in the development and training of new staff Recruits for future staff hires Credentials and Experience Bachelor of Science in Accounting Master of Science in Taxation preferred but not required CPA certification required 4-8 years of public accounting experience with a national or regional firm in their tax department Knowledge and Skills Strong knowledge and experience in tax preparation and review Strong experience in real estate tax accounting Strong knowledge of authoritative federal and state taxation including income taxes and estate and gift taxes Ability to manage multiple projects with consistency and accuracy Knowledge of Historic Tax Credits and Low Income Housing Credits High level of professionalism Ability to work in a team environment High sense of urgency Ability to work under pressure with tight deadlines Strong oral and written communication skills Proficiency in Microsoft Office
    $72k-98k yearly est. Auto-Apply 60d+ ago

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