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 4.7
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 4.7
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 4.7
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 4.3
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 4.7
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 4.3
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 2.8
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 3.8
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 4.3
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 4.1
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 4.7
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 4.7
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 4.3
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 4.2
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 4.3
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 4.3
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 4.2
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 3.7
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 3.7
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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