Senior Accountant jobs at Wegner CPAs

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This position can be worked remotely anywhere in the US. Responsibilities Responsibilities: + Manage day-to-day financial reporting accuracy for assigned clients. + Assist with complex general ledgers, identifying missing transactions and trends to ensure overall accuracy. + Guide the review and approval of account classifications. + Review balance sheets for accuracy and facilitate follow-up. + Coordinate project tasks to ensure efficient client workflow. + Prepare and/or review the initial draft of monthly reporting packages, including KPIs/metrics. + Prepare and finalize month-end close. + Maintain and update the client procedure manual to ensure appropriate process documentation. + Prepare and/or review work papers and schedules to ensure completeness and accuracy. + Participate in cross-collaboration with other teams/service lines, as applicable. + Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints. + Assist in the development of best practices. Knowledge, Skills and Abilities Qualifications: + Bachelor's degree in accounting or finance required. + CPA certification preferred. + 2+ years public accounting or construction industry experience required. + Minimum of 5 years of accounting experience, with a focus on financial reporting and general ledger management. + Strong understanding of accounting principles and month-end close processes. + Excellent analytical and problem-solving skills. + Proficient in accounting software and Microsoft Office Suite. + Strong communication and interpersonal skills. + Ability to project manage multiple tasks and meet deadlines. Estella Anderson, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************** page to connect! #LI-REMOTE #LI-EA1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $73,000 to $109,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS Job ID 2025-7533 Category Outsourced Accounting Remote Yes

The Internal Staff Accountant is responsible for the creation and the delivery of financial statements to internal clients (accountants) in a timely fashion. Success of this position is measured by maintaining deadlines and internal client satisfaction. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Understanding the internal and client software systems Greentree Sage Fixed Asset Software QuickBooks Peachtree Microsoft Office Processing complete monthly financials for industry specific clients on a timely basis, on an agreed upon schedule with the internal assigned client, and reviewing any financial issues with the client when necessary Provide high level of customer service to internal clients increasing the value to the SAS services by allowing client more time for client discussion and projects Creating and self- reviewing financial reports, workpapers and reconciliations Tracking the delivery of the status of deliverables (ready to prepare, in process, in for review) and communicating on a routine basis to the Accounting Manager any scheduling conflicts Customer service internal clients Other duties as assigned Client workload expectations Working with multiple customers Preparation of any size business Prepare, self-review and compilation of any size ownership group Assist with reviewing the tasks of Accounting Clerks Compile financial statements within SAS guidelines and client expectations

Specialized Accounting Services, LLC is a growing CPA firm, currently delivering accounting and tax services to 900 client locations. We're known for our incredible customer service and quality personnel. We were awarded the "Fast Five Award" in 2012 and in 2015 we were honored to be designated as the "Small Business of the Year" by the Kenosha Are Business Alliance. Our employees make the difference! We're looking for the best and brightest to take our Accounting department to the next level. If you have passion, experience in accounting and enjoy working with clients, Specialized Accounting Services, LLC is the company for you. ESSENTIAL DUTIES AND RESPONSIBILITIES: Process monthly financials for clients Discuss operational issues with business owner Perform account and bank reconciliations Maintain and organize client records Ensure accurate general ledger posting maintenance Mentor Staff Other duties as assigned

At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Manage and coordinate tax compliance and advisory work for clients. Review Federal and Multi-State Partnership tax returns. Lead day-to-day client relationships, supporting partners with service execution and development of extended services. Consult on technical matters and special projects. Build relationships and communicate effectively with clients to provide superior service. Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects. Manage, train, and develop staff, and participate in the performance review process. Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner. Prepare client communications pertaining to engagement planning and requests. Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. Communicate with engagement leaders regarding open items or other important matters in a timely manner. Adhere to prescribed budgets and deadlines. Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters. Additional Responsibilities: Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc. Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc. Lead multi-disciplined client service teams for account planning. Recognize potential issues and/or opportunities in engagements and discuss with engagement leader. Perform a limited number of tax return interviews as needed. Provide technical assistance to clients. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in accounting or an equivalent combination of education and experience. CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing. At least 3 years of job-related experience. Subject matter leader in similar accounting and/or tax services. Management and/or mentoring experience with other staff members. Experience making recommendations to management. Prior public accounting experience desired. Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Our Tax Senior opening is hybrid and will serve healthcare and for-profit medical practice clients. Responsibilities: Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Establish and maintain effective client relationships through regular communications, including on-site visits Adhere to prescribed budgets and deadlines Develop technical competency and assist clients Participate in continuing professional education programs Serve as a trusted business advisor for clients and associates Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: Provide medical practice clients tax compliance services and proactive tax consultations on individual, C corporation, S corporation, and partnership engagements in accordance with firm and professional standards as directed by engagement leaders Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues. Grow into a deep industry expertise focused on the medical practice space. Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: Bachelors degree in accounting or a related field CPA certification preferred. Candidates actively pursuing CPA certification will be considered. 3-4 years of related experience Prior experience in healthcare tax preferred Ability to plan, prioritize, and organize work many projects simultaneously under pressure and time deadlines Ability to analyze data and recommend solutions Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Establish and maintain effective client relationships through regular communications, including on-site visits Adhere to prescribed budgets and deadlines Develop technical competency and provide assistance to clients Participate in continuing professional education programs Serve as a trusted business advisor for clients and associates Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: Bachelors degree in accounting or an equivalent combination of education and experience CPA certification preferred. Candidates actively pursuing CPA certification will be considered. 2-3+ years of experience Ability to plan, prioritize, and organize work effectively Ability to balance many projects simultaneously Ability to work under pressure and time deadlines Ability to analyze data and recommend solutions Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner + Establish and maintain effective client relationships through regular communications, including on-site visits + Adhere to prescribed budgets and deadlines + Develop technical competency and provide assistance to clients + Participate in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader + Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree in accounting or an equivalent combination of education and experience + CPA certification preferred. Candidates actively pursuing CPA certification will be considered. + 2-3+ years of experience + Ability to plan, prioritize, and organize work effectively + Ability to balance many projects simultaneously + Ability to work under pressure and time deadlines + Ability to analyze data and recommend solutions + Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************* page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-WI-Milwaukee | US-WI-Madison | US-WI-Wausau | US-WI-Green Bay, WI Job ID 2025-6959 Category Tax Remote No

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Our Tax Senior opening is hybrid and will serve healthcare and for-profit medical practice clients. Responsibilities: Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Establish and maintain effective client relationships through regular communications, including on-site visits Adhere to prescribed budgets and deadlines Develop technical competency and assist clients Participate in continuing professional education programs Serve as a trusted business advisor for clients and associates Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: Provide medical practice clients tax compliance services and proactive tax consultations on individual, C corporation, S corporation, and partnership engagements in accordance with firm and professional standards as directed by engagement leaders Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues. Grow into a deep industry expertise focused on the medical practice space. Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: Bachelors degree in accounting or a related field CPA certification preferred. Candidates actively pursuing CPA certification will be considered. 3-4 years of related experience Prior experience in healthcare tax preferred Ability to plan, prioritize, and organize work many projects simultaneously under pressure and time deadlines Ability to analyze data and recommend solutions Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Manage and coordinate tax compliance and advisory work for clients. Review Federal and Multi-State Partnership tax returns. Lead day-to-day client relationships, supporting partners with service execution and development of extended services. Consult on technical matters and special projects. Build relationships and communicate effectively with clients to provide superior service. Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects. Manage, train, and develop staff, and participate in the performance review process. Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner. Prepare client communications pertaining to engagement planning and requests. Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. Communicate with engagement leaders regarding open items or other important matters in a timely manner. Adhere to prescribed budgets and deadlines. Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters. Additional Responsibilities: Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc. Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc. Lead multi-disciplined client service teams for account planning. Recognize potential issues and/or opportunities in engagements and discuss with engagement leader. Perform a limited number of tax return interviews as needed. Provide technical assistance to clients. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in accounting or an equivalent combination of education and experience. CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing. At least 3 years of job-related experience. Subject matter leader in similar accounting and/or tax services. Management and/or mentoring experience with other staff members. Experience making recommendations to management. Prior public accounting experience desired. Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Establish and maintain effective client relationships through regular communications, including on-site visits Adhere to prescribed budgets and deadlines Develop technical competency and provide assistance to clients Participate in continuing professional education programs Serve as a trusted business advisor for clients and associates Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: Bachelors degree in accounting or an equivalent combination of education and experience CPA certification preferred. Candidates actively pursuing CPA certification will be considered. 2-3+ years of experience Ability to plan, prioritize, and organize work effectively Ability to balance many projects simultaneously Ability to work under pressure and time deadlines Ability to analyze data and recommend solutions Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax returns. + Lead day-to-day client relationships, supporting partners with service execution and development of extended services. + Consult on technical matters and special projects. + Build relationships and communicate effectively with clients to provide superior service. + Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects. + Manage, train, and develop staff, and participate in the performance review process. + Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner. + Prepare client communications pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. + Communicate with engagement leaders regarding open items or other important matters in a timely manner. + Adhere to prescribed budgets and deadlines. + Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters. Additional Responsibilities: + Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc. + Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc. + Lead multi-disciplined client service teams for account planning. + Recognize potential issues and/or opportunities in engagements and discuss with engagement leader. + Perform a limited number of tax return interviews as needed. + Provide technical assistance to clients. Knowledge, Skills and Abilities Qualifications: + Bachelor's degree in accounting or an equivalent combination of education and experience. + CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing. + At least 3 years of job-related experience. + Subject matter leader in similar accounting and/or tax services. + Management and/or mentoring experience with other staff members. + Experience making recommendations to management. + Prior public accounting experience desired. Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************* page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-WI-Madison | US-WI-Wausau | US-WI-Milwaukee | US-GA-Atlanta Job ID 2025-6962 Category Tax Remote No

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Establish and maintain effective client relationships through regular communications, including on-site visits Adhere to prescribed budgets and deadlines Develop technical competency and provide assistance to clients Participate in continuing professional education programs Serve as a trusted business advisor for clients and associates Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: Bachelors degree in accounting or an equivalent combination of education and experience CPA certification preferred. Candidates actively pursuing CPA certification will be considered. 2-3+ years of experience Ability to plan, prioritize, and organize work effectively Ability to balance many projects simultaneously Ability to work under pressure and time deadlines Ability to analyze data and recommend solutions Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Manage and coordinate tax compliance and advisory work for clients. Review Federal and Multi-State Partnership tax returns. Lead day-to-day client relationships, supporting partners with service execution and development of extended services. Consult on technical matters and special projects. Build relationships and communicate effectively with clients to provide superior service. Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects. Manage, train, and develop staff, and participate in the performance review process. Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner. Prepare client communications pertaining to engagement planning and requests. Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. Communicate with engagement leaders regarding open items or other important matters in a timely manner. Adhere to prescribed budgets and deadlines. Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters. Additional Responsibilities: Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc. Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc. Lead multi-disciplined client service teams for account planning. Recognize potential issues and/or opportunities in engagements and discuss with engagement leader. Perform a limited number of tax return interviews as needed. Provide technical assistance to clients. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in accounting or an equivalent combination of education and experience. CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing. At least 3 years of job-related experience. Subject matter leader in similar accounting and/or tax services. Management and/or mentoring experience with other staff members. Experience making recommendations to management. Prior public accounting experience desired. Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. "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.

Specialized Accounting Services, LLC is a growing CPA firm, currently delivering accounting and tax services to 900 client locations. We're known for our incredible customer service and quality personnel. We were awarded the 'Fast Five Award' in 2012 and in 2015 we were honored to be designated as the 'Small Business of the Year' by the Kenosha Area Business Alliance Our employees make the difference! We're looking for the best and brightest to take our Accounting department to the next level. If you have passion, experience in accounting and enjoy working with clients, Specialized Accounting Services, LLC is the company for you. ESSENTIAL DUTIES AND RESPONSIBILITIES: Compile external client Point of Sale information and incorporate to internal workpapers Reconcile Balance Sheet Accounts Creating and self-reviewing workpapers and reconciliations Tracking the delivery of the status of deliverables (ready to prepare, in process) Provide excellent customer service Provide higher level of support to the internal staff Other duties as assigned

The Controller is responsible for overseeing the day-to-day internal accounting operations of the Company. This includes managing and supervising all aspects of accounting from payroll and billing to month-end financial reporting. This position will report to the Chief Executive Officer and will assist with the development of policies, procedures and implementing financial strategies to achieve the company's goals. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Manage all aspects of accounting; billing, financial statements, general ledger, payroll, accounts payable, accounts receivable, budgeting, tax compliance, and revenue recognition. Financial Reporting: Prepare and oversee the preparation of accurate and timely financial statements, including balance sheets, income statements, and cash flow statements, ensuring compliance with GAAP. Billing: Working with department heads to complete monthly billing to all clients. Oversee Payroll (bi-weekly and semi-monthly). Cash Management: Monitor the company's cash flow and oversee the management of the company's working capital, including the timely collection of accounts receivable and payment of accounts payable. Financial Analysis: Conduct financial analysis to identify trends, variances, and opportunities for improvement, and provide recommendations to the Executive Leadership Team. Compliance: Ensure compliance with all local, state and federal laws regarding payroll, finances, tax filings and government reporting. Work directly with Insurance Broker on renewals of all Business lines of Insurance. Budgeting and Forecasting: Develop and oversee the company's budgeting and forecasting process, including the development of financial models and analysis to support decision-making. Team Management: Manage and develop the staff, ensuring they have the necessary skills and resources to carry out their responsibilities.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Establish and maintain effective client relationships through regular communications, including on-site visits Adhere to prescribed budgets and deadlines Develop technical competency and provide assistance to clients Participate in continuing professional education programs Serve as a trusted business advisor for clients and associates Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: Bachelors degree in accounting or an equivalent combination of education and experience CPA certification preferred. Candidates actively pursuing CPA certification will be considered. 2-3+ years of experience Ability to plan, prioritize, and organize work effectively Ability to balance many projects simultaneously Ability to work under pressure and time deadlines Ability to analyze data and recommend solutions Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

The Income Tax Associate is responsible for preparing corporate and personal income tax returns. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Preparing property tax returns Preparing 1099's E-Filing income tax returns Preparing income tax projections Research tax notices and prepare responses

The seasonal Income Tax Associate is responsible for preparing corporate and personal income tax returns. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Multi-state 1040 prep 1040 returns with schedule C/E/F, along with pass through entities 1040 prep will include returns in all applicable states E-Filing income tax returns Research tax notices and prepare responses

A Sales Tax Associate is responsible for preparing and filing sales and use tax returns for the clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: Preparing and filing sales and use tax returns Reviewing sales and use tax return Updating sales tax log on a daily basis to allow for monitoring Preparing other miscellaneous state returns Review, research and follow up with correspondences from taxing jurisdictions and tax notice resolution Register new clients with state sales tax jurisdictions Assist with Sales Tax Audits when needed Accounts Payable/Bill Paying for clients. Coding of invoices, properly entering into accounting software, and processing checks for the clients SUPERVISORY RESPONSIBILITIES: