Wegner CPAs jobs in Waukesha, WI - 55 jobs

The Vice President of Business Development is a senior executive responsible for driving the strategic growth of the organization through new business acquisition, market expansion, and strategic partnerships. This individual will lead the business development team, manage high-stakes relationships, and design go-to-market strategies to position the firm for long-term success and sustainability. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Strategic Leadership Develop and execute a comprehensive business development strategy aligned with the company's long-term goals. Identify emerging market opportunities, competitive threats, and industry trends to inform strategic planning. Collaborate with executive leadership on the overall corporate strategy and growth initiatives. Participate in collaborative business meetings to update partners Present qualified New Franchises when identified for review/approval Provide monthly updates on prospects/concepts that are in progress Revenue Generation Drive top-line revenue growth through acquisition of new clients and expansion of existing client relationships. Build and lead strategic partnerships, alliances, and channel relationships that enhance growth potential. Oversee deal structuring, pricing strategies, and contract negotiations. Identify companies and conduct high level industry research to determine if their business model aligns with the financial and tax services offered by SAS. Minimum Sales requirements Service Based $500,000 + annual sales per location/territory Inventory Based $1,000,000 + annual sales per location/territory Universal platform for POS 50+ existing operating ownerships Exempt for brands using approved POS (Mindbody, Club Ready, etc.) Exclude restaurant brands (McDonalds, Burger King, etc.) Niche restaurants can be reviewed/discussed (Tropical Smoothie, etc.) Develop partnership funnels for additional revenue streams (ROBS, Banks, Brokers, etc.) Team Management Lead, mentor, and scale a high-performing business development and sales team. Set performance targets and KPIs for the department and track outcomes to ensure achievement. Provide training, development, and coaching to maximize team effectiveness. Client and Market Engagement Represent the firm at industry conferences, events, and executive-level meetings. Maintain deep relationships with key clients, prospects, and industry influencers. Oversee the development of pitch materials, proposals, and client presentations.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary We are seeking a highly motivated Transaction Advisory Associate to join our growing Transaction Advisory Services (TAS) team. This role is ideal for professionals with a background in accounting or finance who are passionate about mergers and acquisitions (M&A), financial due diligence, and delivering insights that drive strategic decisions. You will play a key role in performing Quality of Earnings (QoE) analyses, supporting buy-side and sell-side transactions, and working closely with clients, private equity firms, and strategic buyers. Responsibilities Responsibilities: + Conduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactions. + Analyze historical and projected financial statements to identify key trends, risks, and opportunities. + Assess working capital, net debt, and other key deal metrics. + Prepare detailed financial due diligence reports and executive summaries. + Assist in the preparation of data books, data room management, and client deliverables. + Collaborate with clients and internal teams to gather and validate financial data. + Support valuation analysis and transaction structuring as needed. + Participate in client meetings and calls to present findings and insights. + Assist with business development efforts, including proposal writing and pitch materials. + Stay current on industry trends, accounting standards, and M&A market activity. Knowledge, Skills and Abilities Qualifications and Experience: + Bachelor's degree in Accounting, Finance (CPA or progress toward CPA preferred). + CFA, ASA, MST a plus + 1-3 years of experience in public accounting, transaction advisory, audit, or financial due diligence. + Strong understanding of financial statements and accounting principles (GAAP). + Excellent analytical, problem-solving, and communication skills. + Advanced Proficiency in Microsoft Excel and PowerPoint; experience with data room platforms is a plus. + Ability to manage multiple projects and deadlines in a fast-paced environment. + Valid driver's license is required Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (****************************************** page to connect! #LI-AL1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 to $89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS Job ID 2025-6953 Category Financial Consulting Remote Yes

The Human Resource Generalist will run the daily functions of the Human Resource (HR) department including hiring and interviewing staff, benefits, and leave, and enforcing company policies and practices. The HR Generalist will exercise discretion and make appropriate decisions, consulting with the HR Manager, CFO or the CEO as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Reviews, tracks, and documents compliance with mandatory and non-mandatory training, continuing education, and work assessments. This may include safety training, anti-harassment training, professional licensure, and aptitude exams and certifications. Recruits, interviews, and facilitates the hiring of qualified job applicants for open positions; collaborates with departmental managers to understand skills and competencies required for openings. Conducts or acquires background checks and employee eligibility verifications. Implements new hire orientation and employee recognition programs. Performs routine tasks required to administer and execute human resource programs including but not limited to compensation, benefits, and leave; disciplinary matters; disputes and investigations; performance and talent management; productivity, recognition, and morale; occupational health and safety; and training and development. Handles employment-related inquiries from applicants, employees, and supervisors, referring complex and/or sensitive matters to the appropriate staff. Attends and participates in employee disciplinary meetings, terminations, and investigations. Maintains compliance with federal, state, and local employment laws and regulations, and recommended best practices; reviews policies and practices to maintain compliance. Maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources, talent management, and employment law.

This position is responsible for assisting the Accounting Department with daily, month-end and year end accounting activities, as well as special projects. Success of this position is measured by overall performance, ability to prioritize and the ability to perform multiple tasks simultaneously. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Understanding the following software systems Excel Microsoft Office Performs administrative duties which may include but are not limited to: Data entry Special projects in Microsoft Excel Performing queries and report requests as necessary Upload files / documents Answer emails Manual payroll Manual checks Complete print requests Provide general administrative support to the Vice-President of Accounting and Accounting Department as necessary

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Requisition Number: 2025-7427 Position Overview: This role will take direction from the Information Team Director and will be responsible for contributing to the continuous advancement of a modern data lakehouse built to support a rapidly growing firm's desire to democratize its data asset. Responsibilities Responsibilities: + Lead influence and consensus building efforts for recommended solutions + Support and document the continued evolution of the firm's data lakehouse using the medallion architecture + Translate requirements into effective data models to support visualizations, AI\ML models, etc. leveraging design best practices and team standards using approved tools + Develop in data technologies such as Databricks, Microsoft Azure Data Factory, Python, t-SQL + Manage the execution of project life cycle activities in accordance with the Information Team scrum processes and tools such as Microsoft Azure DevOps + Achieve/maintain proficiency in required skills identified by the Information Team to effectively deliver defined products + Collaborate with team members to evolve products and internal processes + Mentor other Engineers and other IT associates as needed. + Perform on-call support for after business hours as needed. Knowledge, Skills and Abilities Qualifications: + Demonstrated success in working on a modern data platform with Databricks experience being preferred. Accredited certification(s) and/or 5+ years hands on desired. + Naturally curious with the ability to learn and implement new concepts quickly. + A mastery of extracting and landing data from source systems via all access methods. Extra credit for Workday RaaS and/or Microsoft Dynamics/Dataverse skills. + A commitment to operational standards, quality, and accountability for testing, code reviews/management and documentation. + Engaged in the virtual team experience leveraging video conferencing (cameras on) and a focus on relationship building. Travel is rare, but we do occasionally organize in-person events. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn (************************************* page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $107,000 to $144,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS Job ID 2025-7427 Category Internal IT Remote Yes

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.

The Office Assistant is responsible for managing our front desk on a daily basis and to perform a variety of administrative and clerical tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Answer the telephone, transfer calls, and take messages when needed. Monitor all incoming e-mails and faxes and rename in fax folder. Receive mail and disperse to appropriate office staff. Scan mail for WFH staff. Responsible for all mail preparation / shipping. Assist CFO in Accounts Receivable (applying cash receipts) through QuickBooks. Responsible for mailing of payroll garnishments on a weekly basis. Assist Business Development with mailing of new client binders. Complete Paychex reports and downloads for the CEO during the first of the month. File completed income tax client folders. Responsible for maintenance calls for office items with landlord, printer, shredding pick up, etc. Additional administrative help as needed during peak times of the year.

The Business Development Administrative Assistant position develops new client relationships to increase sales of services. Acts as a frontline for client relations, utilizes marketing tools such as LinkedIn and Constant Contact, onboards new clients to our services, assists with organization of events, and provides project specific administrative support. ESSENTIAL DUTIES AND RESPONSIBILITIES: Manage Constant Contact database and coordinate company blasts Create marketing outreach groups based on centers of influence to include franchise consultants, banks, etc. Manage Association Relationships (IFA, IFPG, etc.) Coordinate communication to association members delivering SAS value proposition with goal of establishing meetings with the members. Manage LinkedIn contacts; research and utilize marketing features to leverage existing contacts and to create additional connections Create weekly messaging on LinkedIn. Manage trade shows and conferences to include pre-conference directories, setting up meetings and post show follow up. Coordinate trade show shipping logistics with Office Assistant. Prepare and send agreements to new clients Request and print various reports for our clients Other duties may be 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. 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. + 5+ 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 $117,000 to $158,000, 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. Job LocationsUS Job ID 2025-7470 Category Financial Consulting

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary: Under the direction of a Manager, Senior Manager, or Director, the Senior Consultant will develop and deliver solutions for clients pursuing operational excellence and digital transformation. This role requires a self-managed professional who interfaces regularly with clients and external stakeholders, and helps lead and shape delivery resources in accordance with firm policies and procedures. The consultant will focus on expanding technical solutions across Wipfli's footprint, particularly within a Microsoft D365 CRM ecosystem. Responsibilities Essential Responsibilities + Lead and manage client projects through all phases of the project lifecycle: sales, planning, design, implementation, testing, deployment, training, and support. + Architect and develop solutions based on client requirements and deep knowledge of Microsoft D365 CRM applications. + Participate in and lead analysis and design sessions to capture functional and technical requirements across sales, marketing, service, and operations. + Configure, test, and deploy Microsoft D365 CRM solutions and associated applications. + Organize, establish, and monitor progress on project work plans to ensure timely and on-budget delivery. + Communicate with clients on functional deliverables, work plan status, and issues. + Identify risks, manage scope changes, and implement change-management processes. + Assign tasks to consultants, review work for accuracy and thoroughness, and assist consultants with client management responsibilities. + Actively participate in business development activities as a subject matter expert and grow existing client accounts through relationships built during project delivery. Knowledge, Skills and Abilities Required Qualifications + Bachelor's Degree or equivalent combination of education and experience. + 5+ years of experience in a professional services firm or private industry focused on technical solutions. + 4+ years of experience with Microsoft D365 CRM implementations. + 2+ years of project management experience in a professional services or similar environment. + Expert-level understanding of Microsoft D365 CRM modules: Sales, Customer Service, Field Service, Project Operations, and Marketing. + Experience defining business requirements, managing business processes, and client relationship management. Preferred Qualifications + Experience implementing Microsoft D365 CRM in Construction/Real Estate, Nonprofit, or Manufacturing industries. + Experience with Agile project management methodologies and tools (e.g., JIRA, DevOps). Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn (************************************* page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS Job ID 2025-7599 Category Technology Consulting Remote Yes

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary Under the direction of the Manager of Strategic Initiatives and the Partner of Strategy Implementation, the Growth Product Owner will drive innovation and deliver impactful solutions across the Firm. In this role, you'll translate strategic vision into actionable backlog items, collaborate across departments, and ensure our Microsoft Dynamics 365 platform and related tools meet business needs and compliance standards. Responsibilities Essential Responsibilities: + Translate strategic goals into actionable backlog items and prioritize them to align with business objectives. + Partner with Growth, Practice, and UX leaders to gather requirements and user feedback for improved usability and adoption. + Work with Legal, Risk, and Information Security teams to meet compliance and data protection standards. + Coordinate with platform owners, developers, and analysts to ensure backlog items are delivered effectively and support sprint planning. + Provide product insights and documentation to aid training and user adoption across the organization. + Monitor product KPIs and industry trends to inform backlog refinement and identify improvement opportunities. + Advocate for analytics-based prioritization and continuous enhancement of product delivery. Knowledge, Skills and Abilities Required Qualifications: + Bachelor's degree in Computer Science, or related field + 3+ years of experience in product ownership + Demonstrated experience supporting sales and marketing + Strong understanding of CRM systems, preferably Microsoft Dynamics 365 + Experience with agile development methodologies Preferred Qualifications: + Background in professional services, accounting, or financial services + Formal agile certification (CSPO or PSPO or equivalent) Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn (************************************* page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $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. Job LocationsUS Job ID 2025-7473 Category Internal IT Remote Yes

The Accounting Intern will be responsible for the data entry required to process financial statements in a timely fashion. Success of this position is measured by overall performance, ability to prioritize and the ability to perform multiple tasks simultaneously. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Understanding the internal accounting and client software systems Greentree Sage Fixed Asset Software QuickBooks Peachtree Microsoft Office Processing information for monthly financials for industry specific clients on a timely basis and reviewing financials with internal team members Provide operational support and assistance to team members to improve their overall performance Creating and self- reviewing financial reports, workpapers and reconciliations Assist other internal team members when needed

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary: As Director of FP&A, you'll be the strategic financial partner driving growth, transparency, and value creation. Reporting directly to the CFO, you'll lead financial planning, forecasting, and performance analysis to guide executive decision-making and ensure alignment with stakeholder objectives. This is a high-impact role for a proven leader who thrives in dynamic, acquisition-driven environments. Responsibilities Essential Responsibilities: + Oversees consolidated financial planning and forecasting, including integration of acquired entities, and leads annual budgeting and quarterly forecasting processes across all service lines + Delivers executive-level analysis of value creation strategies, synergy realization, and post-acquisition integration performance, while identifying key trends, risks, and opportunities across both organic growth and M&A activities + Drives integration of newly acquired companies into financial reporting, planning, and performance analytics frameworks + Leads preparation of executive-level reporting and board materials, including financial bridges, trends and actionable insights + Establishes key performance metrics that enhance organizational visibility into financial and operational outcomes + Partners with service line leadership to strategically align revenue, staffing, and expense planning with stakeholder-driven growth objectives + Acts as a key financial liaison between the company, its PE sponsor, and external advisors during transaction and integration processes + Collaborates with accounting team to ensure alignment between actuals and forecasts, and to establish a consistent, reliable close-to-forecast process + Acts as a champion for data-driven decision-making and financial accountability across the organization. Develop dashboards and business intelligence (BI) tools to provide visibility into financial and operational performance + Leads and mentors analysts, ensuring development of M&A financial modeling expertise + Leads financial due diligence and deal analysis for potential acquisitions, partnering with corporate development and executive leadership to evaluate transaction economics, develop pro forma financial models, and assess ROI and collaboration opportunities + Collaborates with Senior leadership and PE sponsors to build robust scenario modeling, investment return analyses, and long-term strategic plans Sponsor background New Mountain Capital ("New Mountain") is a generalist private equity sponsor focused on middle-market growth companies. Founded in 1999, it is committed to building great and durable businesses that make a difference in their markets and communities, while creating strong returns for investors. Together with its affiliates, New Mountain manages private equity, credit and net lease real estate platforms with aggregate assets under management totaling over $60 billion. New Mountain's private equity strategy seeks to acquire the highest quality companies in carefully selected "defensive growth" industries, and then work in partnership with management teams to build those businesses into market leaders. These are companies that have a fundamental value proposition and grow through good and bad cycles, while generating high free cash flow for increased organic investment. The firm seeks to acquire companies in the $100 million to $1 billion+ enterprise value range and generally invests $300 million to $500 million+ per transaction to grow those businesses. The firm is a longtime adherent of environmental, social and governance principals and has been a leader in the ESG space within private equity . Knowledge, Skills and Abilities Required Qualifications: + Bachelor's degree in Finance, Accounting, Economics or related field + 7 - 10 years of experience in FP&A, with direct exposure to private equity environments, M&A, or corporate development + Experience in a professional services environment is especially valued + 5 years in management or leadership role + CPA, CFA or MBA + Strong financial modeling skills, including pro forma and deal scenario analysis. + Experience with integration of acquisitions into financial systems and reporting frameworks. + Proficiency with budgeting tools and ERP systems; Workday and Adaptive preferred. Skills & Abilities: + Ability to analyze data and recommend solutions + Communication - The ability to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of the different audiences and inspire trust. + Business acumen - The ability to understand how the firm makes money, to interpret key financial indicators and make decisions on how best to utilize resources to achieve the firm's strategic goals. + Strategic thinking - The ability to see ahead to future possibilities and translate them into breakthrough strategies. + Ability to balance many projects simultaneously + Ability to work under pressure and time deadlines + Ability to plan, prioritize, and organize work effectively + Ability to exhibit behaviors aligned with Wipfli's core values Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************************* page to connect! #LI-TF1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000 - $212,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS Job ID 2025-7483 Category Internal Finance Remote Yes

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:

The Human Resource Intern assists the HR Department with various administrative tasks and projects, gaining practical experience in the field of Human Resources. The role is designed to provide exposure to different aspects of Human Resources such as onboarding, employee relations, recruitment, policies, and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Maintain HR department employee records, file systems, and purging schedule. Perform I-9 and Personnel file audits. Prepare new-employee paperwork and desk set up prior to start date. Update social media sites. Provide clerical and operational support to HR department and Office Manager. Assist the department in carrying out various human resource programs and procedures for all company employees. Assist with the research, development, and implementation of Human Resources procedures and processes. Create and email HR Update newsletter. Organize events in conjunction with the Office Manager. Back up coverage for front desk, payroll, and human resources Special projects as assigned. EDUCATION, EXPERIENCE, QUALIFICATIONS AND SKILLS: Enrolled in a relevant degree program, such as Human Resources or Business. Computer skills: exposure to a networked environment using a Windows interface. Proficient in Excel, Word, and PowerPoint. Excellent interpersonal skills. Excellent verbal and written communication skills Strong organizational skills with the ability to multitask, prioritize, and work under pressure. Understand fundamental concepts, practices, and procedures across multiple HR disciplines, including employee relations, staffing, compensations & benefits, talent and performance management. Must maintain a high degree of confidentiality.

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. Job LocationsUS Job ID 2025-7529 Category Business Development

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

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Under the direction of a Senior Consultant or Manager , the Procore Implementation Consultant will develop and implement solutions for clients that are either consultative or technical in nature that provide improvements to the client's business processes and information technology . Essential Responsibilities: + Design and deliver client-specific solutions using construction accounting expertise and knowledge of construction business processes . + Collaborate with junior analysts and cross-functional teams to ensure successful project execution. + Assist in sales pursuit s and solutioning as Procore and construction accounting consultant. + Integrate Procore with Power BI for advanced reporting and analytics. + Informs project team leaders of cost, quality, and schedule risks related to the scope of their portion of the engagement. + Monitors own time and budget on projects and communicates overages and availability in advance. + Provide training and support to client teams on Procore functionalities. + Mentor junior consultants and contribute to team development. + Supports the sales process by being aware of sales opportunities for add-ons and escalating Information when needed to determine scope of services to aid in solving client needs. + Drive innovation through research and development of new market solutions. Knowledge, Skills and Abilities Required Qualifications: + Bachelor's Degree or an equivalent combination of education and experience. + 1+ years of work experience in a professional services firm or 3+ years of experience in accounting within the construction industry . + Works toward obtaining additional appropriate certifications . + Hands-on experience with Procore or similar construction management software + Hands-on experience with ERP software, preferably in an implementation capacity Preferred Qualifications: + Bachelor's Degree in related field + Training, support or consulting advisory experience + Experience with compliance or professional standards associated with area of expertise. + Expertise in Procore Financials and Power BI. + Experience integrating Procore with CRM, ERP, or payroll systems. + Polished and effective communication and presentation skills. Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn (****************************************************************************************************************************************************************** page to connect! #LI-Remote #LI-DK1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 to $89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS Job ID 2025-7523 Category Technology Consulting Remote Yes

The Tax Manager is responsible for managing a team of tax associates. Success of this position is measured by team performance (total clients serviced), client retention, client satisfaction, and relationships internally and externally. Ensuring returns and/or extensions are filed timely and accurately. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned: Manage a team of associates and support staff, including, but not limited to: Ability to be a part of the hiring and terminating a team member Manage team PTO Provide disciplinary action to team members when required Provide annual and periodic performance reviews for team members Prepare and review tax planning projections for corporations and related individuals. Prepare and assist in reviewing federal and state corporate, partnership and individual income tax returns. Conduct tax research and present findings and conclusions. Respond to IRS and state agency audits, inquiries, and tax notices. Communicate with IRS and clients in connection with audits, inquiries, and tax notices. Delegate projects to staff and provide accounting and tax assistance as needed. Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters. Lead department in knowledge of software (Ultra Tax and QuickBooks), processes, and workflows. Engage in consulting and special projects as requested by management and clients. Direct ongoing employee training and assist with training for new hires. Seek opportunities for the firm to develop and grow future leaders, and participate in development and teaching of internal courses. Seek opportunities for the firm to grow in the community. Support Director of Tax with new ideas, solutions to problems, creating efficiencies, etc. Customer service - Clients should be referable Other duties as assigned Travel Requirement: Less than 10% Number of Staff Managing: 3 +