Wipfli jobs

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary: The Director of Practice Intelligence reports to the firm's Chief Practice Officer and is responsible for guiding the application of advanced data-driven solutions across our Practice. The Director leverages data-driven insights to optimize service delivery, improve client outcomes, and drive operational excellence. The Director utilizes a combination of technical expertise and strong business acumen to transform how the firm delivers audit, tax, and advisory services through advanced analytics, artificial intelligence, and data visualization technologies. This position is accountable for the full lifecycle of analytics projects, from strategic conception to hands-on analysis and the delivery of impactful business solutions. Responsibilities Essential Responsibilities: Relationship & Client Management Build and maintain strategic relationships with practice leaders to understand information requirements and ensure analytics deliverables maximize business value and adoption. Partner with Practice Leaders to identify, prioritize, and deliver on opportunities for data-driven service enhancements and new revenue generation. Exhibit an internal-client-focused mindset, consistently aligning analytics projects and insights with the evolving needs of practice leaders and internal stakeholders. Analytics & Project Execution Lead the prioritization assessment of advanced analytics projects, including descriptive, diagnostic, predictive modeling, process automation, and optimization. Serve as a key subject matter expert, participating in proof-of-concept initiatives for cutting-edge analytics applications. Collaborate with Practice leadership to enhance service quality through data-driven insights. Foster knowledge transfer and promote the adoption of data-driven approaches within engagement teams, including rollout of analytic solutions and coordination of training and adoption management. Possess exceptional prioritization skills, being adept at managing competing demands to ensure the highest-impact analytics initiatives are delivered efficiently. Innovation & Tooling In partnership with D&A Product Managers, evaluate and recommend new tools and platforms specifically related to analytics and measurement to enhance insights capabilities. Exhibit skill at bridging Innovation and production teams; effectively taking solutions validated by the Innovation team and rapidly operationalizing them into production environments. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Business Administration, Analytics, Computer Science, or a related field; a Master's degree is preferred. 8+ years of progressive experience in data analytics, with a proven track record as a senior individual contributor. 2-4 years of experience in management or higher-level leadership roles. Experience in the professional services, consulting, or financial services industry is required. 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 $156,000 to $210,000, 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.

BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Typical responsibilities will include: Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process Provides various support functions to the audit staff during engagement Communicates with the clients' customers, creditors, banks and related parties concerning audit issues Prepares and documents work in working papers utilizing BDO specific tools and templates Contributes ideas/opinions to the audit teams and listen/respond to other team members' views Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting, required Pursuing a masters degree in Accounting, preferred Experience: Leadership experience, preferred License/Certifications: Actively pursuing school credits to become a CPA Software: Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required Other Preferred Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Colorado Range: $34.00/hr - $38.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $34.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Washington Range: $35.00/hr - $40.00/hr Washington DC Range: $34.00/hr - $38.00/hr

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

Benefits & Perks: With EFPR's 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. 2080 combined with our Flex Policy, and our competitive compensation and benefits package, EFPR remains a destination employer. If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website, here (************************************ E6CDkxY0H5DJ1zCW9xHl). Description EFPR Group is seeking a Supervisor with 3-5 years of experience to join its Auditing team in Buffalo. The supervisor will be responsible for insuring assigned engagements are completed in a timely fashion using the resources provided by the firm while maintaining the standards set forth by the firm's quality control document. The Company offers a unique environment that fosters individual growth and rewards performance. Job duties include but are not limited to the following: • Responsible for insuring the assigned engagements are completed in a timely fashion • Perform duties with a minimum of supervision • Supervise a team of 2-3 • Help train staff and senior accountants • Interact with clients to facilitate workflow • Learn and adhere to the firm's policies and procedures • Conduct research, maintain proficiency in professional standards, and develop expertise within the Firm • Able to handle multiple jobs at a time • Able to assist with preparing and presenting at board meetings Requirements Qualifications and Skills: • BS in Accounting required; 150-hour degree preferred • Willingness to travel • CPA exam in process a plus • Prior Public Accounting audit experience a plus • Strong verbal and written communication skills • Effective leadership, interpersonal, organizational, technology and analytical skills • Exceptional customer service skills • Self-starter with the ability to handle and manage multiple priorities • Strong organizational, problem-solving, and analytical skills • Proficient computer skills in: o Excel o Word o Outlook • Attention to detail and accuracy • Excellent organizational, verbal and written communication skills • Multi-tasking • Interpersonal skills for facilitating all firm billing with partners, bill managers and clients • Possess the ability to listen and handle elevated situations as they arise and maintain professionalism in difficult conversations with staff and clients • Ability to work in a fast paces, due date oriented environment • Ask appropriate questions as needed The position is based in Buffalo, NY. Consideration will be given to qualified employees if they wish to work remotely. Salary Description $70,000 - $90,000

JOB SUMMARYJoin a dynamic, high-energy team dedicated to achieving excellence in audit quality! If you're looking to grow your career in a public accounting atmosphere while taking on impactful responsibilities and projects with our National Office team, without the demanding busy season hours, this is the perfect role for you. Our team values flexibility, offering remote or hybrid work options, and prioritizes work-life balance to create a supportive and rewarding environment. The National Office Manager is a core member of the firm's National Office responsible for assisting with the overall administration, direction, and monitoring of the firm's attest practice and system of quality management. Key responsibilities include assisting in UHY LLP's ongoing implementation of the new quality management standards; International Quality Management Standards (ISQM) promulgated by the International Auditing and Assurance Standards Board, the Statement on Quality Management Standards (SQMS) promulgated by the American Institute of Certified Public Accountants, and the proposed QC 1000 put forth by the Public Company Accounting Oversight Board. This position collaborates with the other members of the National Office and works directly with the UHY LLP Managing Partner and the UHY LLP Management Committee. Regular duties include (but are not limited to): Monitoring of Quality Control with Leadership Prepare for and participate in UHY LLP Leadership Committee Meetings, which include the bi-weekly UHY LLP Management Committee (Management Committee) meetings and monthly Attest Leader meetings, including preparing recurring data for review and writing new and revising current policies for approval Understand the New Quality Control Standards as Well as Our Firm's Current System of Quality Management to develop processes, controls, and monitoring to assure compliance Work with other National Office colleagues to understand and validate our current system of quality management Develop an understanding of the requirements of the quality management standards put forth by the AICPA, IAASB, and PCAOB Collaborate with stakeholders across UHY to gain an understanding of the risks to quality objectives as defined by the quality management statements Assist with the review and documentation of processes and controls, including designing effective monitoring controls to monitor the firm's system of quality management Train and Educate UHY stakeholders about new quality management standards Educate stakeholders in the organization about new quality management standards and their importance to the growth and health of UHY Train stakeholders in understanding their roles in risk assessment and operational processes to identify and mitigate threats to the quality objectives Design and implement controls to address risks to quality objectives Design controls to respond to the risks to quality objectives and work with stakeholders to implement controls Create and document policies and procedures as needed and enhance our system of quality management Monitoring Assist with remediation of PCAOB inspection comments, including assessment of root causes of comments, determining the remediation steps required, implementing changes in quality control, and performing a post-implementation effectiveness assessment of the remediation steps taken to be provided to the PCAOB Designing and operate monitoring controls to assess the effectiveness of our system of quality management Create documentation and workpapers to record the monitoring of controls and assist those ultimately charged with the responsibility for the system to quality management to determine if the system of quality management is functioning properly Root Cause Analysis Perform root cause analysis of identified deficiencies, establish, or revise controls as necessary, implement the necessary changes, and document the process Evaluate, Develop, and Implement new Audit Software, Tools, and Technology Lead the National Office team to evaluate the sufficiency of audit software, tools and technology used in our attest practice. Work with cross-functional teams to assess current software needs of the attest practice, identify software solutions, evaluate the viability of solutions, and lead the implementation of new software, including developing practice aids, workpaper templates, and training to support new data analytics software, data validation software, and AI powered audit tools Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions or remotely Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time WHAT WE ARE LOOKING FOR Required education and experience Bachelor's degree in accounting, finance, or a related field A minimum of 4 to 5 years of progressive audit or advisory experience in a medium to large public accounting firm or progressive experience at a company subject to ICFR audits. Active Certified Public Accountant (CPA) license required. Excellent analytical, technical, and auditing skills including proficiency in US GAAP, GAAS, and PCAOB (Public Company Accounting Oversight Board) rules and standards. Experience with International Standards of Quality Management is beneficial but not required. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. DIVERSITY, EQUITY & INCLUSION We are committed to furthering our DE&I journey through building a diverse professional community based on equitable treatment for all and a collaborative culture that values inclusion. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

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: • The Outsourced Controller is responsible to the firm's tribal clients (casino) for general ledger preparation, reconciliation and transactional level review • Prepare and finalize month end close and financial reporting for review • Prepare and/or review work-papers and schedules to ensure audit readiness • Provide on-site services as requested by client • Participate in cross utilization of teams and/or lead software implementations, conversions and setups as assigned • Completion and/or review of debt, assets and gaming revenue • Develop and maintain relationships with clients and their personnel • Obtain client expectations from management team and develop plan to meet client expectations • Eventually assist with mentoring new staff as assigned Knowledge, Skills and Abilities Qualifications: • Bachelor's Degree in Accounting/Finance required • 6+ years of experience with hands on full cycle accounting process including financial statement creation and preparation • Experience working with gaming or casino enterprises required • Required travel to client sites 25% (approximately 1 week per month) Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her at Christine Villicana LinkedIn to connect! #LI-CV1 #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 $160,000 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 SUMMARYAs a Tax Senior Staff Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Staff Accountant works with the Tax Senior Accountant to assist internal leaders to ensure high-quality work is delivered to our clients, while given the opportunity to experience more complex areas of tax and work on the development of supervisory skills necessary to prepare for the Senior level. Tax Preparation Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities Organize and review client-provided financial information, ensuring accuracy and completeness Use tax software and tools to input data, calculate tax liabilities, deductions, and credits Research and Analysis Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues Assist in preparing tax projections and estimates to guide clients in making informed financial decisions Client Communication Communicate with clients to gather necessary information and address inquiries related to tax matters Assist in explaining complex tax concepts and implications to clients in a clear and understandable manner Collaborate with internal staff to provide timely updates and recommendations to clients on their tax situations Compliance and Documentation Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely Maintain organized and comprehensive tax files and documentation for each client engagement Assist in tracking changes in tax laws and regulations and their potential impact on clients Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Support senior team members in complex tax projects, including audits and specialized tax services Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 2 - 3 years of relevant experience Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs an Audit Senior Staff Accountant, you will be responsible for performing the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior Staff Accountant works closely with clients and internal leaders to ensure high-quality work is conducted and delivered to our clients, while given the opportunity to experience more complex areas of engagements and work on the development of supervisory skills necessary to prepare for the Senior level. Audit Execution Participate in the planning and preparation of audit engagements under the guidance of senior team members Execute audit procedures, including testing of controls, substantive testing, and analytical procedures Document work performed, findings, and conclusions in an organized and clear manner Financial Statement Analysis Analyze financial statements, disclosures, and supporting documentation to identify potential issues or discrepancies Assess the application of accounting principles and standards, and provide recommendations for improvements Internal Controls Assessment Evaluate internal control systems and processes to identify weaknesses or deficiencies that could impact the accuracy of financial reporting Assist in developing recommendations for enhancing internal controls and operational efficiency Client Communication Collaborate with client personnel to obtain necessary information and documentation for audit purposes Maintain professional communication and build positive relationships with client representatives Team Collaboration Work collaboratively with other team members to ensure timely completion of audit engagements Seek guidance from supervisors and managers when encountering complex issues or challenges Technical Research Stay updated on relevant accounting and auditing standards, regulations, and industry developments Conduct research to address accounting and auditing issues that may arise during engagements Reporting and Documentation Contribute to the preparation of audit reports, ensuring accuracy, clarity, and adherence to professional standards Prepare supporting workpapers and documentation to substantiate audit findings and conclusions Professional Development Engage in continuous learning and development to enhance your technical skills and knowledge Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 2 - 3 years of relevant experience Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Actively working towards achieving CPA licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

The Interim Crypto Accountant is responsible for managing and reconciling cryptocurrency transactions, ensuring accurate financial reporting, and maintaining compliance with regulatory requirements related to digital assets. This role supports the Finance department by tracking crypto asset movements, preparing journal entries, and assisting with audits involving blockchain-based transactions. The Crypto Accountant collaborates with internal teams to implement best practices for digital asset accounting and supports the development of policies and procedures for crypto asset management. This position requires strong analytical skills, attention to detail, and a thorough understanding of both traditional and digital asset accounting principles. This role will work a sporadic and fluctuating schedule. Job Duties: Functions in various capacities including Accounting Manager, Controller, or Project Manager for clients Reconciles cryptocurrency wallets, exchanges, and custodial accounts Prepares and records journal entries for crypto asset transactions Monitors and tracks digital asset valuations and market movements Ensures compliance with tax and regulatory requirements for digital assets Assists with internal and external audits related to crypto holdings Develops and maintains documentation for crypto accounting processes Collaborates with IT and security teams to ensure proper controls over digital assets Researches and implements new accounting standards for cryptocurrencies Supports month-end and year-end close processes involving digital assets Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills, and Abilities: Education Bachelor's degree, required; focus in Accounting, required Experience Five (5) or more years of professional accounting experience with two (2) or more years of direct experience in cryptocurrency or digital asset accounting required Experience with cryptocurrency transactions and blockchain technology, required Experience in public accounting or financial services, preferred Public Accounting experience, preferred Experience with MS Excel at advanced level, preferred License(s)/Certification(s) CPA, preferred Software Proficient in Excel, Word and Outlook, required Experience with crypto accounting software (e.g., Bitwave, CoinTracker), preferred Experience with general ledger systems (e.g., NetSuite, QuickBooks), preferred Language N/A Other Knowledge, Skills, & Abilities Familiarity with digital wallets, exchanges, and custody solutions Demonstrates a high level of professionalism under pressure Ability to act as a team player and contribute knowledge as well as ask for help Fast learner and able to work ethically and effectively Strong interpersonal and verbal and written communications skills with the ability to effectively interact with customers at all levels of customers' and internal organization Continually strives to improve inter-personal, management, functional, and technical skills set Ability to adapt to evolving regulatory and technological environments Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $70.00/hr Colorado Range: $40.00/hr - $70.00/hr Illinois Range: $40.00/hr - $70.00/hr Maryland Range: $40.00/hr - $70.00/hr Massachusetts Range: $40.00/hr - $70.00/hr Minnesota Range: $40.00/hr - $70.00/hr New Jersey Range: $40.00/hr - $70.00/hr NYC/Long Island/Westchester Range: $40.00/hr - $70.00/hr Washington Range: $40.00/hr - $70.00/hr Washington DC Range: $40.00/hr - $70.00/hr Vermont Range: $40.00/hr - $70.00/hr

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: + Audit financial statements, quarterly financial information, and clients' annual reports. + Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures. + Identify accounting and audit issues and perform research to solve issues. + Responsible for testing internal controls, policies, and procedures and making recommendations. + Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX). + Proactively build relationships and communicate with clients and associates. + Teach, train, and develop incoming staff/interns. Knowledge, Skills and Abilities Qualifications: + Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam. + CPA certification preferred. Candidates actively pursuing CPA certification will be considered + Requires at 1-3 years of accounting related experience. + Ability to plan, prioritize, and organize work effectively on multiple tasks. + Adaptable to various levels of client complexities of people, processes, and systems. + Excellent verbal and written communication skills. + Ability to travel to client sites up to 50% Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect! #LI-Hybrid #LI-KK1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-VA-Reston Job ID 2025-6986 Category Audit 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. Responsibilities Responsibilities: • The Outsourced Client Controller for the technology industry provides general advisory service to clients, via scheduled remote meetings regarding the interpretation and use of financial statements, cash-flow forecasts and budgets. • Direct point of contact for technology industry client engagements • Partners with client or Fractional CFO/Finance Directors to maintain and foster relationships within the tech-innovation industry • Research and share knowledge of best practices in areas of business concern or interest to each client. • Oversees client accounting team ensuring expectations are met on all client deliverables • Manage financial reporting accuracy for clients and investors • Provide technical accounting assistance to clients and internal team • Responsible for reviewing and finalizing accounting period close • Analyze and review financial statements, management reports, and other key performance indicators • Prepares cash-flow forecasts, budgets and assist CFO with projections and financial models • Prepares financial data for new capital raises or data rooms for due diligence, when applicable • Work with client to review and strengthen internal controls • Evaluate accounting policies and procedures to help recommend process improvements • Manage internal team's budget and work to maintain performance expectations of staff • Work on multiple projects of varying size & complexities simultaneously from pre-revenue startups to companies preparing for exit. Knowledge, Skills and Abilities Qualifications: • Bachelor's Degree in Accounting • 5+ years of advanced, hand on full cycle accounting experience including financial statement preparation as an assistant controller or controller or in a similar capacity in public accounting • Experience working as a financial controller in the technology industry preferred • Experience with venture capital or private equity backed portfolio companies desired, but not required • Previous public accounting experience preferred, but not required • Minimum of 1 year supervisor experience • Proven ability to build and manage multiple relationships • Must have exceptional collaboration and communication skills • Professional certification (e.g., CPA, CMA) preferred but not required • Experience using Sage Intacct, Net Suite, QuickBooks Online, and Bill.com preferred • Ability to prioritize and work comfortably in a fast-paced, project management work environment **This role will require 5-10% travel annually. Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her at Christine Villicana | LinkedIn to connect! #LI-CV1 #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 $160,000 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 SUMMARYUHY is a global accounting network with 330 offices and 8,600 staff in 101 countries. In the United States, UHY provides audit & assurance, tax, advisory, and consulting services. Our Resource Solutions Group delivers specialized services for the Office of the CFO, offering experienced interim professionals for a wide range of accounting and finance projects.JOB DESCRIPTION Leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries. Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements: Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Requirements 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Bachelor's degree CPA or equivalent certification preferred Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) We Offer Diverse project opportunities with mid-market to large enterprises Comprehensive benefits: Medical/dental/vision insurance, Paid Time Off, Paid Holidays, 401K, Life Insurance WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

The Assurance Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures Applies a broad understanding of objectives and components of the overall control environment and organization, and supervisory controls Validates and assesses effectiveness of internal control over financial reporting Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures Identify and delegates functions of the audit to the auditor in charge as deemed appropriate Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work Provide on-the-job-training to the engagement staff during audit field work GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles Identifies and consults with clients on the impact of new accounting pronouncements Monitors and communicates important professional, industry pronouncements Presents and discusses alternative generally accepted accounting principles and arguments for/against such alternatives Drafts complex financial statements and related footnote disclosures and effectively communicates these to client Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles Reviews SEC filings, including MD&A, financial statements, and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy, and compliance with Firm and professional guidelines Reviews Section 404 internal control audit work all necessary checklists to ensure their completeness and compliance with Firm and professional guidelines Ensures compliance with engagement independence requirements and consults internally as needed GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement Applies a thorough knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work Provides guidance to others and affirms conclusions made by others Communicates matters required to be reported to the Audit Committee/Board and those charged with governance Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products Conducts detailed review to assure audit is completed in accordance with assurance manual standards Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness Recommends appropriate outcomes to critical issues Initiates and prepares client acceptance/retention procedures where appropriate Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines. Executes proper BDO methodology including but not limited to proper archiving procedures Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information Defines methodology to conduct research projects and completes in a timely manner Applies comprehensive knowledge of all appropriate research tools and draws conclusions based upon appropriate research Prepares memo supporting research/conclusions and consults with others if appropriate Presents issues to RTD or concurring reviewer effectively and accurately Other duties as required Supervisory Responsibilities: Responsible for supervision of Associates and Senior Associates on all projects Review work prepared by Associates and Senior Associates and provide review comments Act as a Career Advisor to Associates and Senior Associates Schedule and manage workload of Associates and Senior Associates Provide verbal and written performance feedback to Associates and Senior Associates Teach/coach Seniors and Associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred Master's degree in Accountancy, preferred Experience: Five (5) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior significant supervisory experience, required Industry expertise in one or more assurance specialty, preferred License/Certifications: Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Sound GAAP and GAAS knowledge Familiarity with SEC and PCAOB reporting rules Possess proven solid verbal and written communication skills Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients Possess client development/relationship-building skills Possess solid decision-making skills Ability to resolve complex accounting issues Ability to be responsible for business development and marketing Ability to be responsible for engagement profitability including billings and collections Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $120,000 - $140,000 Colorado Range: $95,000 - $120,000 Illinois Range: $100,000 - $120,000 Maryland Range: $105,000 - $125,000 Massachusetts Range: $105,000 - $115,000 Minnesota Range: $92,000 - $106,000 New Jersey Range: $104,000 - $112,000 NYC/Long Island/Westchester Range: $110,000 - $150,000 Washington Range: $95,000 - $115,000 Washington DC Range: $105,000 - $128,000

BDO Capital Advisors (BCA) is seeking a motivated Analyst to join the firm's expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. The candidate will be expected to research prospective clients and their industries, assist in the creation of pitch materials, develop financial models and draft offering memoranda. The candidate will gain in-depth exposure to the financials and operations of companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. At BCA, analysts actively participate in every phase of a client engagement. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact. The BCA analyst program develops the skills and relationships necessary to launch a career in the field of investment banking. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm. The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe. Job Duties: Supports the execution and the origination of M&A transactions Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses Analyzes companies and industries and works directly with client management teams Prepares pitch books, offering memoranda and management presentations Organizes and manages responses to inquiries from potential investors as well as coordinates other diligence activities Manages several projects concurrently Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree from a four-year institution, required; focus in Finance, Accounting, or Economics, preferred Experience: Internship in investment banking or finance-related field, preferred License/Certifications: FINRA Series 79 and 63 licenses, preferred (if not currently held, will be required shortly after hire) Software: Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, required Languages: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills with exceptional attention to detail Ability to successfully multitask while working independently or within a group Ability to work in a deadline-driven environment and manage multiple projects simultaneously Understanding of basic accounting and valuation methodologies Ability to travel, as necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $93,000 - $97,000 NYC/Long Island/Westchester Range: $95,000 - $105,000

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities We are seeking a dynamic and experienced Master Consultant to serve as an Enterprise Integration Architect with deep expertise in iPaaS platforms, particularly Boomi. This role is pivotal in designing and delivering scalable integration solutions that drive digital transformation for our clients. The ideal candidate will be fluent in communicating the strategic value of iPaaS technologies to both technical and business stakeholders, actively contributing to business development through client engagement, solution evangelism, and support of sales initiatives. This position combines technical leadership with consultative selling, making it ideal for professionals who thrive at the intersection of architecture and client success. Key Responsibilities Architect and implement scalable integration solutions using iPaaS platforms, primarily Boomi. Engage directly with clients to understand business needs and translate them into scalable, secure, and efficient integration architectures. Lead technical discovery sessions, solution design workshops, and integration roadmap planning. Demonstrate the value of iPaaS solutions, especially Boomi, through presentations, demos, and ROI analysis tailored to client goals. Collaborate with business development teams to identify opportunities, support pre-sales activities, and contribute to proposal development. Author and present thought leadership content such as whitepapers, webinars, and case studies focused on integration strategy and Boomi capabilities. Mentor junior consultants and technical staff, fostering growth in integration skills and client engagement. Stay current with industry trends, emerging technologies, and best practices in cloud integration and digital transformation. Ensure project delivery excellence, managing scope, timelines, and client expectations while maintaining high-quality standards. Effectively collaborate with distributed teams across the US and India, leveraging talent to ensure knowledge sharing and successful execution of integration projects. Knowledge, Skills and Abilities Required Qualifications Bachelor's degree in engineering, Computer Science, Information Systems, or a related field. Candidates with other academic backgrounds and strong integration experience are also encouraged to apply. 7+ years of experience in enterprise integration architecture, with hands-on expertise in Boomi. Proven ability to manage integration solutions across cloud and on-premise environments. Strong understanding of API management, data transformation, and workflow orchestration. Experience in client-facing roles and business development support. Familiarity with integration best practices, security standards, and compliance requirements. Excellent verbal and written communication skills, with a consultative and solution oriented approach Preferred Qualifications Boomi Professional or Architect certification. Experience with other iPaaS platforms (e.g., Azure, MuleSoft, Workato, Celigo). Background in business development, pre-sales, or technical sales support. Familiarity with industry-specific integration use cases (e.g., healthcare, finance, manufacturing). Awareness of AI capabilities in integration. Experience integrating with systems such as NetSuite, Intacct, Epicor, Microsoft Dynamics, ADP, Procore, Plex, Autodesk. Experience with master data management platforms, data warehouses, and data hubs Ability to operate in both advisory and hands-on implementation roles. Skills & Abilities Ability to plan, prioritize, and organize work under pressure, within budget and time deadlines. Ability to support sales and marketing efforts, including webinars, blogs, whitepapers, and solution presentations Strong client engagement and project management skills. Ability to support sales efforts and contribute to strategic growth. Excellent communication and presentation skills. Proficiency in Microsoft Office and integration design tools. Results-oriented, adaptable, and collaborative with high learning agility. 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 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. 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.

BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. Job Duties: Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Effectively uses referencing system and workpapers that ties to the return Completes tasks and organizes file to minimize rework by reviewer Ensures data is collected to comply with filing requirements Takes initiative on impending due dates/engagement letters Works with tax software applications to complete simple tax returns for review Performs quarterly estimates and prepares extensions Assists with responses to notices from the Internal Revenue Service Assists in the projection of year-end filings ASC 740 (FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 Assists with components of income tax provisions Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Operates online research tools to gather pertinent tax information Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelors or Masters program in Accounting or other relevant field required Pursuing a masters degree in Accounting or other relevant field preferred Experience: Leadership experience preferred License/Certifications: Actively pursuing school credits to become a CPA Software: Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint Other Preferred Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Seeks advice of appropriate superiors regarding issues related to compliance Ability to prepare simple tax returns Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $40.00/hr - $45.00/hr Cleveland, Ohio Range: $33.00/hr - $37.00/hr Colorado Range: $34.00/hr - $38.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $33.00/hr - $36.00/hr Massachusetts Range: $36.00/hr - $38.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $33.00/hr - $40.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $38.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $33.00/hr - $36.00/hr

JOB SUMMARYAs the Licensing and Compliance Manager of UHY LLP's National Office, you will be instrumental in ensuring the firm's adherence to external regulatory requirements, including those set by the PCAOB, SEC, AICPA, and State Boards of Accountancy. You will lead the management of UHY's professional license applications, renewals, and monitoring of UHY LLP partners' license renewals across multiple states in which the firm is licensed to practice public accountancy. This role reports to the Independence and Ethics Leader of the National Office, who provides strategic oversight and ensuring alignment with the firm's ethical and regulatory obligations. In this role, you will oversee comprehensive licensing and compliance efforts-including automation of tracking, routing, and approval workflows. You will ensure strict adherence to relevant state regulations, industry standards, and ethical guidelines, while also supporting licensing-related diligence for firm mergers and reporting to state boards. Working closely with the Office of General Counsel, Finance Office, and Learning and Development you will support and drive critical licensing initiatives. You will build and maintain strong partnerships with regulatory agencies, coordinate significant licensing and accreditation activities, and ensure precise management of membership renewals, firm licenses, and essential registrations. Your leadership will be key to sustaining operational compliance and fueling the firm's ongoing growth and success. The ideal candidate is highly detail-oriented and able to maintain focus on complex compliance and licensing tasks. Firm Licensing Manage the entire lifecycle of firm CPA and attest-related licensing, including initial applications, renewals, and any required amendments filed with State Boards of Accountancy Serve as a key team member in pre- and post-firm merger due diligence efforts related to licensing. This includes assessing licensing compliance of merged-in firms, evaluating professional licensing and mobility status, and coordinating license terminations with relevant State Boards of Accountancy Be responsible for creating and maintaining an automated routing and approval system to track firm licensing activity using software This includes developing workflows that support reminder functionality, license tracking, renewal monitoring and audit trail maintenance Coordinate and manage required reporting to State Boards of Accountancy outside of standard renewal cycles. This includes the timely reporting of reportable matters (if applicable), such as disciplinary actions and other censures, in accordance with individual state requirements Individual CPA Licensing Monitor and track CPA license status and renewal deadlines for individual professionals Maintain internal CPA license database, including license numbers, issuing jurisdictions, and expiration dates Provide guidance to professionals seeking licensure State Society and Quality Center Memberships Administer CPA membership renewals, ensuring timely and accurate processing Manage annual state CPA society membership renewals and account consolidation to support individual member benefits and accurate tracking Coordinate new CPA society memberships for licensed professionals Manage Michigan CPA Society (MICPA) membership renewals Process annual membership renewals for applicable AICPA Quality Centers, including the Employee Benefit Plan Audit Quality Center (EBPAQC) and Governmental Audit Quality Center (GAQC), to support compliance and audit quality standards Other Federal and State Compliance Reporting Ensure ongoing compliance with all federal, state, and local laws, regulations, and standards governing public accounting firms This involves monitoring changes in regulations and updating internal processes accordingly Track and complete annual or periodic surveys and reports required by state or federal agencies, including submission of peer review reports to the FDIC and similar oversight bodies Monitor, identify, and communicate deadlines and submission requirements for new compliance regulations as they arise Support regulatory inspections from state licensing authorities by coordinating and leading major licensing, certification, and accreditation visits, ensuring thorough preparation and successful outcomes Review, investigate, and address significant events and incident reports from regulatory inspections, if applicable, to uphold quality standards and regulatory compliance Strategic Collaboration & Stakeholder Engagement Collaborate closely with colleagues in the National Office, as well as the Office of General Counsel, Finance Office, and Learning and Development, to support and execute key licensing initiatives across all regions Build and sustain strong relationships with regulatory agencies and licensing representatives to facilitate effective communication and compliance Monitoring of Quality Control with Leadership Prepare for and participate in UHY LLP Leadership Committee Meetings, which include the bi-weekly UHY LLP Management Committee (Management Committee) meetings and monthly Attest Leader meetings, including preparing and reporting on current license status, renewals and open items to resolve for renewal for review and writing new and revising current policies for approval Understand the new quality management standards as well as our firm's current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to firm licensing and regulatory compliance Work with other National Office colleagues to understand and validate our current system of quality management relevant to firm licensing and regulatory compliance Overseeing, operating, enforcing, and monitoring the firm's controls relevant to licensing and compliance in compliance with the quality management standards put forth by the AICPA, IAASB, and PCAOB Collaborate with stakeholders across UHY to gain an understanding of the risks to quality objectives as defined by the quality management statements relevant to firm licensing and regulatory compliance Assist with the review and documentation of processes and controls, including designing effective monitoring controls to monitor the firm's system of quality management relevant to firm licensing and regulatory compliance Process Improvement & Reporting Identify opportunities to streamline licensing workflows and improve accuracy through automation or process enhancements Track and report on key compliance metrics to leadership as requested Supervisory responsibilities Will lead and supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance and/or facilitation of in-person training and National Office Team Meetings Required education and experience Bachelor's degree in accounting, business administration, legal studies, or a related field 5+ years of experience in licensing, compliance, regulatory affairs, or a related function Proven knowledge of State Board of Accountancy licensing Exceptional attention to detail and a strong focus on accuracy are essential to succeed in this role Experience managing professional license applications, renewals, and compliance tracking across multiple jurisdictions Demonstrated ability to collaborate effectively with legal, finance, and operational teams to implement compliance initiatives Strong relationship management skills with regulatory agencies and external stakeholders Excellent organizational, communication, and problem-solving skills, with the ability to manage multiple priorities in a fast-paced environment Preferred education and experience Advanced degree or relevant certifications (e.g., CPA, CCEP, CRCM, CRCMP) Knowledge of regulatory requirements including PCAOB, AICPA, and other rule sets Experience within a CPA firm, professional services, or highly regulated industry Experience coordinating responses to regulatory inquiries, accreditation visits, or regulatory inspections Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYThe Enterprise Systems Data Architect is responsible for defining and executing the firm's data architecture strategy to enable trusted, integrated, and insight-driven data across the organization. This role will lead the design and implementation of an Enterprise Systems Data Governance Program encompassing client, engagement, and employee data, ensuring quality through sound data standards, and accountability throughout the data lifecycle. The successful candidate will play a pivotal role in preparing the firm for AI enablement, establishing the foundation necessary for advanced analytics, automation, and responsible use of artificial intelligence. This position requires deep technical expertise and strong collaboration skills to support data driven strategic decision-making within the organization. Enterprise Data Architecture Design and maintain the firm's enterprise data architecture, including data models, data flows, and integrations across systems such as ERP, CRM, HR, Audit, Tax and reporting platforms Define and implement data standards, reference architectures, and best practices that ensure consistency, performance, and scalability across the firm's data ecosystem Partner with technology teams and business leaders to develop a firmwide data strategy that supports analytics, operational efficiency, and innovation Partner with Integration and Operations teams to evaluate and implement modern data platforms, integration tools, and metadata management solutions to support cloud-based and hybrid architectures Data Governance Lead the development and execution of the firm's Enterprise Data Governance Program, focused on data lifecycle management, improving data ownership, quality, and accountability across client, engagement, and employee domains Define and maintain data stewardship roles, governance policies, and data management standards Maintain detailed documentation of data sources, methodologies, and analysis processes Develop and maintain Master Data definitions. Build consensus among system owners to define systems of record Develop processes for data quality, cleansing, metadata management, and master data management (MDM) Establish and enforce data quality standards, conducting comprehensive quality checks to ensure data accuracy Investigate and resolve data discrepancies, errors, and issues Collaboration & Enablement Partner with business and functional leaders to align data initiatives with strategic firm priorities and client service goals Promote a data-driven culture through education, advocacy, and collaboration across departments Guide source systems Data Stewards on data standards and maintenance of data dictionary Act as a key advisor on AI readiness, helping business units identify where governed, high-quality data can accelerate insight, automation, and innovation Technical Execution & Delivery Participate in data collection efforts, gathering and aggregating data from diverse sources, databases, and systems Ensure data accuracy, integrity, and consistency through meticulous data cleaning and validation processes Support data mapping and data transformation efforts, translating target system data requirements into mapping and transformation specifications Collaborate with the Development & Integrations team on the design and refinement of data warehouse architecture Success Measures In the first 12-18 months, success in this role will be measured by: Data Ownership: Clear definition and adoption of data ownership and stewardship roles across business units. Governance Framework: Establishment of a firmwide data governance framework with supporting policies, standards, and accountability structures. Data Quality & Cleansing: Implementation of data quality and cleansing initiatives that measurably improve data accuracy, completeness, and consistency. Reduction in Data Duplication: Consolidation and rationalization of redundant data sources through enhanced integration and MDM processes. AI Enablement Readiness: Foundational data architecture and governance structures in place to support AI and advanced analytics use cases. Stakeholder Engagement: Broad adoption of governance practices and collaboration across IT and business functions. Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in computer science, data science, information systems, data management, or related field 8+ years of progressive experience in data architecture, data management, or enterprise data strategy roles Demonstrated experience leading data governance or master data management programs, ideally in professional services organizations Strong understanding of ERP, CRM, HR systems and reporting platforms commonly used in professional services firms Proven experience in execution of data-oriented initiatives, such as creating or improving Master Data Management functions Proficiency in data modeling techniques and related tools Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

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: As an Outsourced Manufacturing Client Controller , you will manage a remote accounting team, including scope of work, job time budgets and job profitability Provides general advisory service to clients, via scheduled remote meetings regarding the interpretation and use of financial statements. Direct point of contact for manufacturing, retail and distribution client engagements. Partners with client CFO/Finance Executives to maintain and foster relationships within the manufacturing, retail and distribution industries. Research and share knowledge of best practices in areas of business concern or interest to each client. Oversees client accounting team ensuring expectations are met on all client deliverables. Manage financial reporting accuracy for clients and internal team. Provide technical accounting assistance to clients and internal team. Advise client on process improvement in their accounting department and internal controls. Review management reports, and other key performance indicators. Prepares financial data for loan covenants if applicable Mentor and train direct reports to grow in their roles and responsibilities Embrace new technology, including various accounting software Knowledge, Skills and Abilities Qualifications: Bachelor's degree in accounting or finance required 8+ years of advanced, hands on full cycle accounting experience including financial statement preparation within manufacturing, retail and distribution industry Previous public accounting experience preferred Minimum of 2 years supervisory experience Ability to quickly embrace, adapt and learn new technology that will include various accounting softwares Experience with Microsoft Business Central, Intacct and/or NetSuite preferred but not required Proven ability to build and manage relationships Professional certification (e.g. CPA, CMA) preferred but not required Previous experience with cost accounting, inventory valuation reporting and financial forecasting Demonstrate the ability to adapt and learn quickly This role will require 5-10% travel annually. Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her at Christine Villicana LinkedIn to connect! #LI-REMOTE #LI-CV1 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 $160,000 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.