Audit Manager - Real Estate
Wipfli LLP job in Loveland, CO
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:
* Manage audit, review, compilation engagements, and multiple teams. Provide performance feedback to all members of those teams when engagements end
* Partner with Senior Managers, Directors, and Partners in risk assessment, audit procedures, and reporting.
* Oversee daily operations of the audit engagement. From staffing, planning, budgeting, risk assessment, fieldwork, financial reporting, and the conclusion
* Research and communicate guidance on complex accounting matters and transactions
* Assist clients with GAAP compliance and the adoption of FASB Accounting Standard Updates. Address client concerns and resolve problems as they arise while communicating proactively and promptly
* Serve as an instructor in the firm, department training programs, and meetings
* Take part in and provide leadership in community, networking, and business development activities
Knowledge, Skills and Abilities
Qualifications:
* Requires a Bachelors Degree in Accounting
* CPA certification required
* CCIFP Certification preferred
* Construction industry experience in private and/or public required
* Requires at least five years of job related experience in public accounting
* Requires prior supervisory experience
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 identity, citizenship 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 $100,000 to $145,000, 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.
Auto-ApplyTax Senior Manager - Trust and Estate
Wipfli LLP job in Loveland, CO
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:
+ Manage and conduct high level review of complex tax returns for our individual clients and trust returns
+ Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
+ Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
+ Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
+ Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
+ Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
+ Monitor engagement profitability through managing budgets, billing, and client expectations effectively
+ Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients
Knowledge, Skills and Abilities
Qualifications:
+ A Bachelor's degree and/or Master's degree in Accounting
+ Active CPA license
+ 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting
+ Deep understanding of estate, gift, and trust tax laws and their application.
+ Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans
+ Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
+ Familiarity with family office services and private foundation structures
+ Proven expertise in overseeing complex client engagements and delivering high-quality client service
+ Ability to develop tax planning strategies for clients
+ Proficiency in tax preparation software (e.g, CCH Axcess and Microsoft Office Suite)
+ Experience supervising, training, developing, and reviewing the work of staff and senior associates
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect!
#LI-AF1 #LI-Hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $148,000 to $221,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-CO-Denver | US-CO-Loveland
Job ID 2025-6991
Category Tax
Remote No
Tax Experienced Senior, Core Tax Services - Real Estate Focus
Denver, CO job
A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
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")
* Manages projects by planning the tax process and the procedures to be performed with quality
* Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers
* Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues
* Meets internal deadlines to match the client expectations for timely delivery of service
* Identifies book-to-tax differences
* Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity
Research:
* Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
* Applies most Firm and professional standards for preparation of WTA and tax returns
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
* Prepares provision workpapers and discusses with the appropriate team members
* Identify and discuss uncertain positions with team members
* Review & prepare footnote disclosures in compliance with 740-10-55
* Utilize and manage STS
* Drafts tax provision memorandums
* Communicates with Assurance counterparts to timely plan tax accrual reviews
Tax Consulting:
* Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
* Identifies consulting opportunities to reduce client's tax liability
* Provides efficient and effective support for client consulting projects
* Gathers relevant information for controversy work, efficiently and effectively
* Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom
Strategy Development:
* Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
* May be required to prepare studies of tax implications and offers clients alternative courses of action
* Other duties as required
Supervisory Responsibilities:
* May supervise and manage the day-to-day work assignments of Core Tax Services Associates
* Provides verbal and written performance feedback to Core Tax Associates, as necessary
* Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
* Masters in Accountancy or Taxation, preferred
Experience:
* Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
* Industry expertise in one or more tax specialty, preferred
* Prior basic supervisory experience, preferred
License/Certifications:
* CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred
* Possession of other professional degrees or certifications applicable to role, preferred
Software:
* Proficient with the Microsoft Office Suite, preferred
* Experience with tax research databases and tax compliance process software, preferred
Other Knowledge, Skills & Abilities:
* Solid verbal and written communication skills
* Able to follow instructions as directed by members of Tax Team
* Able to prepare simple tax returns
* Takes appropriate actions without being asked
* Seeks advice of appropriate superiors regarding issues, problems related to compliance
* Ability to effectively delegate work as needed
* Trains other team members
* Strong analytical, research and critical thinking skills
* Able to work well in a team environment
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: $96,000 - $125,000
Colorado Range: $85,500 - $104,500
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
NYC/Long Island/Westchester Range: $115,000 - $130,000
Washington Range: $87,400 - $120,000
Washington DC Range: $105,000 - $117,000
Senior D365 Finance Consultant
Denver, CO job
BDO Digital, LLC., a wholly owned subsidiary of BDO USA, P.C. is a rapidly growing digital advisory organization dedicated to helping middle-market organizations capture the full power of technology, to adapt to disruption, increase operational efficiencies, improve risk management effectiveness, and uncover new sources of revenue. Our collaborative, cross-disciplinary team is comprised of digital strategists, systems integrators, data scientists, software developers, change management professionals, and industry-specific advisors who work together to solve clients' immediate digital needs and unearth new opportunities to drive competitive advantage. Our goal is to help our clients become faster, smarter, and more resilient to change.
To support our double-digit growth goals, BDO Digital seeks an Experienced Senior Consultant will be part of an Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy and implementation, in addition to Business Transformation and Operational Excellence efforts. This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), HCM (Human Capital Management) and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting.
Job Duties:
Strategy, Requirements & Selection:
Participates in defining needs for existing and new EBA solutions
Documents existing enterprise business applications, related business processes, and personas impacted
Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements
Envisions and develops representations of recommended future state options for evaluation by clients
Understands related security structures and best practices
Designs and develops scorecards for evaluation of candidate business applications
Creates dashboard presentations of quantitative and qualitative scoring of candidate options
Supports Technical Leads, Developers and Managers by providing functional clarifications and setting expectations with team and client
Solution Functional Design:
Performs functional (business process) solution design in business applications (ERP, HCM, CRM, & related) contexts, to provide maximized business value and deliver strong business agility while meeting applicable requirements and constraints
Consulting:
Gains a deep understanding of client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectations
Program & Project Management:
Supports, and manages aspects of business applications implementations
Documents and maintains project milestones, phases, elements, and budget
Monitors project progress by tracking risks, actions, issues, decisions, and other activities
Develops references for users by writing and maintaining user documentation; providing help desk support; training users
Implementation and Support: Functional support of EBA solutions and related technologies
Manages and resolves issues, defects, and change requests
Manages and performs systems configuration tasks (but not coding/development) for process workstreams as directed
Provides on-going support during project implementations and post-go-live support
Responsible for configuration of solution based on requirements
Fosters a positive demeanor, learning attitude and client service mentality with the team
Travel - up to 25%, as needed
Other duties as required
Supervisory Responsibilities:
Owns and drives completion of key workstreams as directed by project leaders
Manages project workstreams as directed
Mentors and develops entry level consultants and senior consultants
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's Degree and five (5) or more years of industry experience with ERP systems, required; OR
High School Diploma/GED and seven (7) or more years of industry experience with ERP systems, required
Experience:
Five (5) or more years of business process analysis and/or business application education or experience, required
Two (2) or more years of education or experience with ERP, HCM or CRM Product, required
Some client facing best practice consulting experience, preferred
Software:
Microsoft Visio, PowerPoint, Word, and SharePoint, required
Experience with one or more ERP/CRM/HCM Solutions technology, required:
Microsoft Dynamics 365 (D365), CRM, Business Central, F&SCM), Ceridian Dayforce Solutions (Talent & Benefits Intelligence, Workforce Management (WFM), HR, Advanced HR Analytics, or Payroll), Salesforce, Oracle NetSuite, Acumatica, SAP, Infor, Sage, Syteline, JDE, IFS, or any other ERP/CRM Software
Enterprise software strategy, selection, and implementation experience, preferred
Smartsheet, preferred
One or more current business applications technology certifications, preferred
Other Knowledge, Skills & Abilities:
Strong analytical, problem solving, facilitation, documentation, and communication skills, required
Excellent communication and presentation skills, both verbal and written, preferred
Excellent interpersonal and customer relationship skills, preferred
Business process analysis, design, and process flow skills, preferred
Excels at operating in a fast-paced technical environment, preferred
Keywords:
Salesforce, Sales Cloud, Service Cloud, Marketing Cloud, Business Central, Microsoft Dynamics Business Central, Microsoft Dynamics Finance & Operations, Dynamics F&O, Microsoft Dynamics F&SCM, Microsoft Finance and Supply Chain Management, Microsoft Dynamics 365, D365, Dynamics 365 CRM, Microsoft Customer Experience Platform, Business Analyst, BA, Enterprise Tester, Requirements Gathering, User Experience, User Enablement, Data Visualization, Software, Definition, Custom Applications, Data Analytics, Cloud Strategy, SharePoint, Office 365, O365, SFDC, D365, Acumatica, NetSuite, OpenAir, Ceridian Dayforce, HCM, Human Capital Management
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.
National Range: $96,000 - $145,000
NYC/Long Island/Westchester Range: $96,000 - $145,000
Maryland Range: $96,000 - $145,000
Auto-ApplyTax Senior, Core Tax Services - Real Estate Focus
Denver, CO job
The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates.
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").
* Manages projects by planning the tax process and the procedures to be performed with quality;
* Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers;
* Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;
* Meets internal deadlines to match the client expectations for timely delivery of service;
* Identifies book-to-tax differences.
* Research
* Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
* Applies most Firm and professional standards for preparation of WTA and tax returns.
* 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.
* Prepares provision workpapers and discusses with the appropriate team members;
* Identify and discuss uncertain positions with team members;
* Review & prepare footnote disclosures in compliance with 740-10-55.
* Tax Consulting
* Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
* Identifies consulting opportunities to reduce client's tax liability;
* Provides efficient and effective support for client consulting projects;
* Gathers relevant information for controversy work, efficiently and effectively;
* Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.
* Strategy Development
* Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
* May be required to prepare studies of tax implications and offers clients alternative courses of action.
* Other duties as required
Supervisory Responsibilities:
* May supervise and manage the day-to-day work assignments of Core Tax Services Associates
* Provides verbal and written performance feedback to Core Tax Associates, as necessary
* Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required
* Masters in Accountancy or Taxation preferred
Experience:
* Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferred
* Industry expertise in one or more tax specialty preferred
* Prior basic supervisory experience preferred
License/Certifications:
* CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations) preferred
* Possession of other professional degrees or certifications applicable to role preferred
Software:
* Proficient with the Microsoft Office Suite preferred
* Experience with tax research databases and tax compliance process software preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Solid verbal and written communication skills
* Able to follow instructions as directed by members of Tax Team
* Able to prepare simple tax returns
* Takes appropriate actions without being asked
* Seeks advice of appropriate superiors regarding issues, problems related to compliance
* Ability to effectively delegate work as needed
* Trains other team members
* Strong analytical, research and critical thinking skills
* Able to work well in a team environment
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: $84,000 - $110,000
Colorado Range: $80,000 - $85,000
Illinois Range: $80,000 - $93,000
Maryland Range: $90,000 - $94,000
Minnesota Range: $75,000 - $84,000
Massachusetts Range: $85,000 - $95,000
New Jersey Range: $82,000 - $112,000
NYC/Long Island/Westchester Range: $100,000 - $118,000
Washington Range: $81,900 - $91,400
Washington DC Range: $93,000 - $98,000
NetSuite Solution Consultant
Denver, CO job
To support our double-digit growth goals, BDO Digital seeks a Manager, EBA to be part of an Enterprise Business Applications (EBA) team supporting NetSuite implementations. This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of NetSuite and other related business applications functioning as a key resource for our clients spanning financial, supply chain, project management and reporting.
Job Duties:
Strategy, Requirements & Selection:
Participates in defining needs for existing and new EBA solutions
Documents existing enterprise business applications, related business processes, and personas impacted
Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements
Envisions and develops representations of recommended future state options for evaluation by clients
Understands related security structures and best practices
Designs and develops scorecards for evaluation of candidate business applications
Creates dashboard presentations of quantitative and qualitative scoring of candidate options
Supports Technical Leads, Developers and Managers by providing functional clarifications and setting expectations with team and client
Solution Functional Design:
Performs functional (business process) solution design in business applications (ERP, HCM, CRM, & related) contexts, to provide maximized business value and deliver strong business agility while meeting applicable requirements and constraints
Consulting:
Gains a deep understanding of client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectations
Implementation and Support:
Supports NetSuite solutions and related technologies
Manages and resolves issues, defects, and change requests
Manages and performs systems configuration tasks (but not coding/development) for process workstreams as directed
Provides on-going support during project implementations and post-go-live support
Configures solution based on requirements
Other Duties:
Fosters a positive demeanor, learning attitude, and client service mentality with the team
Travel - up to 25%, as needed
Other duties as required
Supervisory Responsibilities:
Owns and drives completion of key workstreams as directed by project leaders
Manages project workstreams as directed
Mentors and develops entry level consultants and senior consultants
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree AND six (6) or more years of industry experience with ERP systems, required OR
High School Diploma/GED AND eight (8) or more years of industry experience with ERP systems, required
Experience:
Six (6) or more years of business process analysis and/or business application education or experience, required
Four (4) or more years of education or experience with ERP, HCM or CRM Product, required
Four (4) or more years of full implementations of NetSuite, required
Some client facing best practice consulting experience, preferred
Software:
Proficient in the use of Microsoft Visio, PowerPoint, Word, and SharePoint, required
Experience with one or more ERP/CRM/HCM Solutions technology, required:
Oracle NetSuite
Enterprise software strategy, selection, and implementation experience, preferred
Smartsheet, preferred
One or more current business applications technology certifications, preferred
Other Knowledge, Skills & Abilities:
Strong analytical, problem solving, facilitation, documentation, and communication skills
Excellent communication and presentation skills, both verbal and written
Excellent interpersonal and customer relationship skills
Business process analysis, design, and process flow skills
Excels at operating in a fast-paced technical environment
Keywords: NetSuite, Inventory Management, WMS, Manufacturing, Financials, Project Management, Software Vertical, Revenue Recognition, ERP
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.
National Range: $120,000 - $170,000
NYC/Long Island/Westchester Range: $120,000 - $170,000
Maryland Range: $120,000 - $170,000
Auto-ApplyTax Experienced Senior, Core Tax Services - Real Estate Focus
Denver, CO job
A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
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”)
Manages projects by planning the tax process and the procedures to be performed with quality
Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers
Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues
Meets internal deadlines to match the client expectations for timely delivery of service
Identifies book-to-tax differences
Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity
Research:
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
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
Prepares provision workpapers and discusses with the appropriate team members
Identify and discuss uncertain positions with team members
Review & prepare footnote disclosures in compliance with 740-10-55
Utilize and manage STS
Drafts tax provision memorandums
Communicates with Assurance counterparts to timely plan tax accrual reviews
Tax Consulting:
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Identifies consulting opportunities to reduce client's tax liability
Provides efficient and effective support for client consulting projects
Gathers relevant information for controversy work, efficiently and effectively
Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom
Strategy Development:
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
May be required to prepare studies of tax implications and offers clients alternative courses of action
Other duties as required
Supervisory Responsibilities:
May supervise and manage the day-to-day work assignments of Core Tax Services Associates
Provides verbal and written performance feedback to Core Tax Associates, as necessary
Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
Masters in Accountancy or Taxation, preferred
Experience:
Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
Industry expertise in one or more tax specialty, preferred
Prior basic supervisory experience, preferred
License/Certifications:
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
Possession of other professional degrees or certifications applicable to role, preferred
Software:
Proficient with the Microsoft Office Suite, preferred
Experience with tax research databases and tax compliance process software, preferred
Other Knowledge, Skills & Abilities:
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance
Ability to effectively delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Able to work well in a team environment
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: $96,000 - $125,000
Colorado Range: $85,500 - $104,500
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
NYC/Long Island/Westchester Range: $115,000 - $130,000
Washington Range: $87,400 - $120,000
Washington DC Range: $105,000 - $117,000
Auto-ApplyD365 Functional Solutions Architect
Denver, CO job
To support our double-digit growth goals, BDO Digital seeks an Experienced Manager who will be part of an Enterprise Business Applications (EBA) team supporting projects in the areas of Microsoft D365 F&SCM solutions to help manage strategy and implementation, in addition to Business Transformation and Operational Excellence efforts. This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of Microsoft Dynamics D365 Solutions and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting.
Job Duties:
Strategy, Requirements & Selection:
Participates in defining needs for existing and new Microsoft Dynamics (D365) F&SCM solutions
Documents existing applications, related business processes, and personas impacted
Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements
Envisions and develops representations of recommended future state options for evaluation by clients
Understands related security structures and best practices
Designs and develops scorecards for evaluation of candidate business applications
Creates dashboard presentations of quantitative and qualitative scoring of candidate options
Supports Technical Leads, Developers and Managers by providing functional clarifications and setting expectations with team and client
Solution Functional Design:
Performs functional (business process) solution design in business applications contexts, to provide maximized business value and deliver strong business agility while meeting applicable requirements and constraints
Consulting:
Gains a deep understanding of client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectations
Program & Project Management:
Supports, and manages aspects of business applications implementations
Documents and maintains project milestones, phases, elements, and budget
Monitors project progress by tracking risks, actions, issues, decisions, and other activities
Develops references for users by writing and maintaining user documentation; providing help desk support; training users
Implementation and Support:
Provides functional support of EBA solutions and related technologies
Manages and resolves issues, defects, and change requests
Manages and performs systems configuration tasks (but not coding/development) for process workstreams as directed
Provides ongoing support during project implementations and post-go-live support
Responsible for configuration of solution based on requirements
Fosters a positive demeanor, learning attitude and client service mentality with the team
Travel - up to 25%, as needed
Other duties as required
Supervisory Responsibilities:
Owns and drives completion of projects and large key workstreams within as directed by practice leaders
Manages projects and larger workstreams as directed
Reviews quality of team deliverables
Mentors and develops senior consultants
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's Degree and eight (8) or more years of industry experience with ERP systems, required; OR
High School Diploma/GED and nine (9) or more years of industry experience with ERP systems, required
Experience:
Eight (8) or more years of ERP business process analysis and/or leading ERP projects experience, required
Five (5) or more years of consulting experience within the Microsoft D365 F&SCM platform, required
Some client facing best practice consulting experience, preferred
License/Certifications:
One or more current business applications technology certifications, preferred
Software:
Microsoft Visio, PowerPoint, Word, Azure Dev Ops and SharePoint, required
Enterprise software strategy, selection, and implementation experience, preferred
Other Knowledge, Skills & Abilities:
Strong analytical, problem solving, facilitation, documentation, and communication skills
Excellent communication and presentation skills, both verbal and written
Excellent interpersonal and customer relationship skills
Business process analysis, design, and process flow skills
Excels at operating in a fast-paced technical environment
Keywords: , Microsoft Dynamics, Microsoft Dynamics Finance & Operations, Dynamics F&O, Microsoft Finance and Supply Chain Management, Microsoft F&SCM, Microsoft Dynamics 365, Requirements Gathering, User Experience, User Enablement, Data Visualization, Software, Definition, Custom Applications, Data Analytics, Cloud Strategy, SharePoint, Office 365, O365, D365
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.
National Range: $142,000 - $218,000
Maryland Range: $142,000 - $218,000
NYC/Long Island/Westchester Range: $142,000 - $218,000
Auto-ApplySenior Audit Accountant - Manufacturing, Retail and Distribution
Wipfli LLP job in Loveland, CO
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 values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $75,000 to $105,000 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.
Auto-ApplySenior Auditor - Construction and Real Estate Industry
Wipfli job in Loveland, CO
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 1-3 years of accounting related experience, preferrably in public accounting or construction and real estate industry.
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 25%.
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 supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $80,000 to $109,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
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.
Auto-ApplyNetSuite Solution Architect
Denver, CO job
To support our double-digit growth goals, BDO Digital seeks an Experienced Manager who will be part of an Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy and implementation, in addition to Business Transformation and Operational Excellence efforts. This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting.
Job Duties:
The Experienced Manager will participate in and lead the following job duties as directed:
Strategy, Requirements & Selection: Participates in defining needs for existing, and new NetSuite solutions
Documents existing enterprise business applications, related business processes, and personas impacted
Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements
Envisions and develops representations of recommended future state options for evaluation by clients
Understands related security structures and best practices
Designs and develops scorecards for evaluation of candidate business applications
Creates dashboard presentations of quantitative and qualitative scoring of candidate options
Supports Technical Leads, Developers and Managers by providing functional clarifications and setting expectations with team and client
Solution Functional Design: Performs functional (business process) solution design in business applications (NetSuite primarily, ERP, CRM, & related) contexts, to provide maximized business value and deliver strong business agility while meeting applicable requirements and constraints
Consulting: Gains a deep understanding of client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectations
Program & Project Management: Supports, and manages aspects of business applications implementations
Documents and maintains project milestones, phases, elements, and budget
Monitors project progress by tracking risks, actions, issues, decisions, and other activities
Develops references for users by writing and maintaining user documentation; providing help desk support; training users
Implementation and Support: Provides functional support of EBA solutions and related technologies
Manages and resolves issues, defects, and change requests
Manages and performs systems configuration tasks (but not coding/development) for process workstreams as directed
Provides on-going support during project implementations and post-go-live support
Responsible for configuration of solution based on requirements
Fosters a positive demeanor, learning attitude and client service mentality with the team
Travel - up to 25%, as needed
Other duties as required
Supervisory Responsibilities:
Owns and drives completion of projects and large key workstreams within as directed by practice leaders
Manages projects and larger workstreams as directed
Reviews quality of team deliverables
Mentors and develops senior consultants
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree AND eight (8) or more years of industry experience with ERP systems, required OR
High School Diploma/GED AND ten (10) or more years of industry experience with ERP systems, required
Experience:
Ten (10) or more years of business process analysis and/or business application education or experience, required
Five (5) or more years of experience with NetSuite, required
Some client facing best practice consulting experience, preferred
License/Certifications:
One or more current business applications technology certifications, preferred
Software:
Microsoft Visio, PowerPoint, Word, and SharePoint, required
Smartsheet, preferred
CRM experience (Microsoft Dynamics 365 or Salesforce), preferred
ERP Experience (Microsoft Dynamics Business Central, Microsoft Dynamics 365 Finance & Operations, NetSuite, or Acumatica), preferred
Enterprise software strategy, selection, and implementation experience, preferred
Language:
N/A
Other Knowledge, Skills, & Abilities:
Strong analytical, problem solving, facilitation, documentation, and communication skills
Excellent communication and presentation skills, both verbal and written
Excellent interpersonal and customer relationship skills
Business process analysis, design, and process flow skills
Excels at operating in a fast-paced technical environment
Keywords: NetSuite, ERP, Consultant
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.
National Range: $125,000 - $180,000
NYC/Long Island/Westchester Range: $125,000 - $180,000
Maryland Range: $125,000 - $180,000
Auto-ApplyTransaction Services Senior
Denver, CO job
Transaction Services Senior (Job Number: 28394) Employee Status: Regular Schedule: Full Time Primary Location: Orange County, CA Other Locations: Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, El Segundo, CA, Tacoma, WA, San Francisco, CA, Everett, WA, Dallas, TX, Phoenix, AZ, Yakima, WA, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Description At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.
Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:
Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities
Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
Coordinate services as needed with other practice areas of the firm
Build relationships with existing clients, including involvement in networking and business development activities
Provide both leadership and supervision to Staff and Seniors
Qualifications:
Bachelor's degree with a major in accounting or related field required, CPA preferred
Minimum of 2 years of related experience required
Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred
Must have the ability to analyze complex business and transaction situations
Must have the ability to work on multiple engagements simultaneously and learn new business quickly
Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment
Strong verbal and written communication skills including the ability to effectively present to large or small groups
Self-directed professional with strong interpersonal skills and marketing abilities required
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills
Ability to travel as needed, approximately 15%
Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********************.
Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range: Washington State - $96,000 -$120,000
California State - $102,000 -$135,000
Colorado State - $96,000 -$110,000
New York State - $96,000 -$125,000
Auto-ApplySenior Manager/Director Tax - High Net Worth
Wipfli LLP job in Loveland, CO
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:
+ Responsible for managing and coordinating tax compliance and advisory work for clients
+ Review Federal and Multi-State Partnership tax returns
+ Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
+ Research and consult on technical matters and special projects
+ Proactively build relationships and communicate effectively with the client to provide superior client service
+ Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
+ Manage, train and develop staff. Participate in the performance review process
Additional Responsibilities:
+ Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
+ Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
+ Lead multi-disciplined client service teams for account planning
+ Prepare and review client correspondence (letter, e-mail, etc.)
+ Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Knowledge, Skills and Abilities
Qualifications:
+ Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
+ CPA certification required in the respective state in which they are practicing
+ Requires at 10+ years of job related experience
+ High Net Worth tax experience required
+ Requires prior accounting and/or tax experience
+ Subject matter leader in similar accounting and/or tax services
+ Management and/or mentoring experience with other staff members
+ Experience making recommendations to management
+ Prior public accounting experience desired
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect!
#LI-AF1 #LI-Hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $148,000 to $221,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-CO-Denver | US-CO-Loveland
Job ID 2025-6708
Category Tax
Remote No
Senior Audit Accountant - Manufacturing, Retail and Distribution
Wipfli LLP job in Denver, CO
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 values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $75,000 to $105,000 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.
Auto-ApplySenior Auditor - Construction and Real Estate Industry
Wipfli job in Denver, CO
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 1-3 years of accounting related experience, preferrably in public accounting or construction and real estate industry.
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 25%.
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 supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $80,000 to $109,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
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.
Auto-ApplyTax Senior Manager - Trust and Estate
Wipfli LLP job in Denver, CO
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:
+ Manage and conduct high level review of complex tax returns for our individual clients and trust returns
+ Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
+ Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
+ Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
+ Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
+ Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
+ Monitor engagement profitability through managing budgets, billing, and client expectations effectively
+ Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients
Knowledge, Skills and Abilities
Qualifications:
+ A Bachelor's degree and/or Master's degree in Accounting
+ Active CPA license
+ 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting
+ Deep understanding of estate, gift, and trust tax laws and their application.
+ Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans
+ Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
+ Familiarity with family office services and private foundation structures
+ Proven expertise in overseeing complex client engagements and delivering high-quality client service
+ Ability to develop tax planning strategies for clients
+ Proficiency in tax preparation software (e.g, CCH Axcess and Microsoft Office Suite)
+ Experience supervising, training, developing, and reviewing the work of staff and senior associates
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect!
#LI-AF1 #LI-Hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $148,000 to $221,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-CO-Denver | US-CO-Loveland
Job ID 2025-6991
Category Tax
Remote No
Audit Manager - Manufacturing & Distribution
Wipfli job in Denver, CO
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.
Step into a role where precision meets progress. As an Audit Manager serving manufacturing industry clients, you'll help drive operational excellence and financial clarity in one of the most dynamic sectors of the economy. At Wipfli, we partner with manufacturers to navigate complex regulations, optimize performance, and fuel innovation. If you're ready to lead with insight, build lasting client relationships, and make a measurable impact, this is your opportunity to shape the future of industry.
This role requires a hybrid work arrangement linked to our Denver, CO office. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
Manage audit, review, compilation engagements, and multiple teams. Provide performance feedback to all members of those teams when engagements end
Partner with Senior Managers, Directors, and Partners in risk assessment, audit procedures, and reporting.
Oversee daily operations of the audit engagement. From staffing, planning, budgeting, risk assessment, fieldwork, financial reporting, and the conclusion
Research and communicate guidance on complex accounting matters and transactions
Assist clients with GAAP compliance and the adoption of FASB Accounting Standard Updates. Address client concerns and resolve problems as they arise while communicating proactively and promptly
Serve as an instructor in the firm, department training programs, and meetings
Take part in and provide leadership in community, networking, and business development activities
Knowledge, Skills and Abilities
Qualifications:
Bachelor's degree in accounting or finance required
CPA license required
5 years of experience, preferably in public accounting
Supervisory experience required
Ability to travel to client sites
Excellent written and verbal communication and interpersonal skills
Kristin Kallies from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect!
#LI-KK1
#LI-Hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship 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 $100,000 to $145,000, 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.
Auto-ApplySenior Manager/Director Tax - High Net Worth
Wipfli LLP job in Denver, CO
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:
+ Responsible for managing and coordinating tax compliance and advisory work for clients
+ Review Federal and Multi-State Partnership tax returns
+ Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
+ Research and consult on technical matters and special projects
+ Proactively build relationships and communicate effectively with the client to provide superior client service
+ Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
+ Manage, train and develop staff. Participate in the performance review process
Additional Responsibilities:
+ Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
+ Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
+ Lead multi-disciplined client service teams for account planning
+ Prepare and review client correspondence (letter, e-mail, etc.)
+ Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Knowledge, Skills and Abilities
Qualifications:
+ Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
+ CPA certification required in the respective state in which they are practicing
+ Requires at 10+ years of job related experience
+ High Net Worth tax experience required
+ Requires prior accounting and/or tax experience
+ Subject matter leader in similar accounting and/or tax services
+ Management and/or mentoring experience with other staff members
+ Experience making recommendations to management
+ Prior public accounting experience desired
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (******************************************** page to connect!
#LI-AF1 #LI-Hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $148,000 to $221,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-CO-Denver | US-CO-Loveland
Job ID 2025-6708
Category Tax
Remote No
Audit Manager - Real Estate
Wipfli LLP job in Denver, CO
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:
* Manage audit, review, compilation engagements, and multiple teams. Provide performance feedback to all members of those teams when engagements end
* Partner with Senior Managers, Directors, and Partners in risk assessment, audit procedures, and reporting.
* Oversee daily operations of the audit engagement. From staffing, planning, budgeting, risk assessment, fieldwork, financial reporting, and the conclusion
* Research and communicate guidance on complex accounting matters and transactions
* Assist clients with GAAP compliance and the adoption of FASB Accounting Standard Updates. Address client concerns and resolve problems as they arise while communicating proactively and promptly
* Serve as an instructor in the firm, department training programs, and meetings
* Take part in and provide leadership in community, networking, and business development activities
Knowledge, Skills and Abilities
Qualifications:
* Requires a Bachelors Degree in Accounting
* CPA certification required
* CCIFP Certification preferred
* Construction industry experience in private and/or public required
* Requires at least five years of job related experience in public accounting
* Requires prior supervisory experience
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 identity, citizenship 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 $100,000 to $145,000, 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.
Auto-ApplySenior Accountant, Tax
Wipfli job in Denver, CO
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:
Respond to client and firm associate requests in a timely, accurate, positive and professional manner
Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests
Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Research tax issues
Communicate with engagement leaders regarding open items or other important matters in a timely manner
Adhere to prescribed budgets and deadlines
Develop technical competency
Additional Responsibilities
Recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Perform a limited number of tax return interviews as needed
Provide technical assistance to clients
Participate in core CPE programs
Actively participate in community activities to develop positive relationships with community leaders and members
Actively participate in firm sponsored events for assigned product line clients and prospects
Knowledge, Skills and Abilities
Qualifications:
3+ years of job-related experience
Bachelor's Degree in Accounting required
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
Prior accounting experience in a public accounting firm required
Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $83,000 to $125,000, 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.
Auto-Apply