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 $110,000 to $166,000, 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 2022-4710
Category Audit
Remote No
$110k-166k yearly 60d+ ago
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Administrative Services Coordinator
Wipfli 4.3
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.
Responsibilities
The Administrative Services Coordinator position is 100% in our Denver, CO office.
Responsibilities:
Provide and coordinate administrative operations to the Denver and Loveland offices to ensure deadlines are met, while maintaining a positive, collaborative work environment
Lead hospitality and travel arrangements, coordinate onsite and offsite meetings and events for associates and clients
Approve expenses, manage and reconcile office accounts, deposit checks, order and restock supplies, manage incoming and outgoing mail and deliveries
Oversee responsibilities of other administrative services associates to ensure expectations are met
Provide onsite facilities management and maintenance support, including regional support for office moves, relocations, remodels, and surrenders
Maintain aesthetic appearance of the office, order and restock supplies
Serve as liaison between associates, leadership and vendors ensuring efficient and professional communication
Knowledge, Skills and Abilities
Qualifications:
3+ years of administrative experience in a professional services setting
Experience with chart of accounts, coding accounts payable invoices, and reconciling credit card transactions
Experience supporting teams and leaders, experience coordinating complex schedules
Experience overseeing other administrative support associates Experience requesting quotes, negotiating rates, and securing initial contract terms for new and existing vendors.
Knowledge of basic budgeting and expense tracking
Clear, concise verbal and written communication skills and accurate grammar usage
Ability to plan, prioritize, and organize work effectrively while balancing multiple projects simultaneously
Ability to work under pressure and time deadlines with great attention to detail
Geri Otto, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-onsite #LI-GO1
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 $29.00 - $39.00 / hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$29-39 hourly Auto-Apply 19d ago
Assurance Intern - Winter 2027 (Denver)
BDO USA 4.8
Denver, CO job
BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Intern in our Assurance practice, you will begin to utilize your educational background as well as your organizational skills as you serve the firm's dynamic client base. You will assist in problem solving and fact-finding, working side-by-side with more experienced team members who can provide you with direction, coaching and learning opportunities. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career.
Job Duties:
Typical responsibilities will include:
Participates in a structured on-the-job training program and become familiar with Generally Accepted Accounting Principles and Generally Accepted Auditing Standards
Becomes familiar with BDO specific audit methodology to assist with various stages of the audit process
Provides various support functions to the audit staff during engagement
Communicates with the clients' customers, creditors, banks and related parties concerning audit issues
Prepares and documents work in working papers utilizing BDO specific tools and templates
Contributes ideas/opinions to the audit teams and listen/respond to other team members' views
Completes one assigned accounting or audit related research project and able to present findings to a panel of Assurance professionals
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Enrolled in a Bachelors or Masters program in Accounting, required
Pursuing a masters degree in Accounting, preferred
Experience:
Leadership experience, preferred
License/Certifications:
Actively pursuing school credits to become a CPA
Software:
Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
Other Preferred Knowledge, Skills & Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
Ability to work effectively in a team setting
Positive attitude and willingness to learn
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Ohio Range: $33.00/hr - $37.00/hr
Washington Range: $35.00/hr - $40.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
$32-45 hourly Auto-Apply 1d ago
Tax Experienced Senior, Core Tax Services - Real Estate Focus
BDO USA 4.8
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
$115k-130k yearly Auto-Apply 45d ago
D365 CE & Power Platform Consultant
BDO USA 4.8
Denver, CO job
To support our double-digit growth goals, BDO Digital seeks a Senior Consultant in the Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy, software selection and implementation, in addition to Business Transformation and Operational Excellence efforts. The individual in this role will support discovery, requirements gathering, process documentation, configuration, and implementation management of Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), 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, marketing, sales, 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
Develops representations of recommended future state options for evaluation by clients
Develops scorecards for evaluation of candidate business applications
Creates dashboard presentations of quantitative and qualitative scoring of candidate options
Supports Technical Leads and Developers 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 delivers 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 management of business applications implementations
Documents and maintains project milestones, phases, elements, and budget
Supports monitoring of project progress by tracking risks, actions, issues, decisions, and other activities as directed
Provides references for users by writing and maintaining user documentation; providing help desk support; training users
Implementation and Support:
Functional support of ERP solutions and related technologies
Documents, socializes, and triages issues, defects, and change requests
Performs systems configuration tasks (but not coding/development) as appropriate
Provides on-going support during project implementations and post-go-live support
Fosters a positive demeanor, learning attitude and client service mentality with staff and seniors
Travel, as needed
Other duties, as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
High School Diploma or GED AND six (6) or more years of industry experience with Professional Services, ERP systems, Accounting systems, or Human Capital Management (HCM) systems, required; OR Bachelor's degree AND three (3) or more years of industry experience with Professional Services, ERP systems, Accounting systems or Human Capital Management (HCM) systems, required
Experience:
Three (3) or more years of business process analysis or business application education or experience, required
Three (3) or more years of experience or education with ERP, HCM or CRM Product, preferred
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
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent communication and presentation skills, both verbal and written
Excellent interpersonal and customer relationship skills
Strong analytical, problem solving, facilitation, documentation, and communication skills, required
Business process analysis, design, and process flow skills, preferred
Excels at operating in a fast-paced technical environment
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: $75,000 - $125,000 Maryland Range: $75,000 - $125,000 NYC/Long Island/Westchester Range: $75,000 - $125,000
$75k-125k yearly Auto-Apply 30d ago
D365 Solution Delivery Experienced Manager
BDO USA 4.8
Denver, CO job
The Senior ERP Solution Delivery Manager will be part of the Enterprise Business Applications team leading digital transformation projects in the areas of Enterprise Resource Planning (ERP) and complementary applications such as Customer Engagement and Power Platform. This individual will work on a team of technology leaders, solution architects, software developers, business analysts, quality assurance, functional design, and various members to manage project work to successful completion. This role is responsible for leading discussion and overseeing client's needs to build and maintain strong delivery as well as ensure client expectations are successfully managed.
Job Duties:
Identifies, grows, and maintains strategic relationships with client personnel, including members of client senior management
Manages client expectations and delivers difficult messages when necessary to keep project delivery on course
Identifies areas of risk on engagements and develops plans to manage those risks
Drives the vision of the project solution
Oversees preparation and updates to project plan
Maintains detailed work plans in Azure DevOps
Prepares formal and informal presentations for client meetings
Leads the project team daily, including BDO consultants and client team members, this will include scrums, planning, and status meetings
Manages all time input and billing activities ensuring completion in a timely manner
Manages to the project change plan, including identification of new scope and preparation of change orders
Provides project leadership for assessment, implementation, and optimization engagements
Works with Project Manager to ensure that BDO's project governance framework is applied to projects and that governance documentation is maintained, published, and stored according to BDO Quality Audit standards
Delivers timely project communications to the client including regular status reports and steering committee presentations
Ensures that the BDO Project Team follows BDO Implementation Methodology and produces deliverables to standards and on schedule
Participates ongoing refinement of BDO Project Governance, Implementation Methodology, contracts and templates, mentors colleagues, and provides guidance and support
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of the project team on assigned engagements and reviews work product
Mentors and develops entry level consultants and senior consultants
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's Degree and seven (7) or more years of industry experience with ERP solution delivery management, required; OR
High School Diploma/GED and eight (8) or more years of industry experience with ERP solution delivery management, required
Experience:
Seven (7) or more years comprehensive ERP solution delivery management experience including the management of budget, risks, resources, scope, issues, changes, and quality, required
Experience with project planning, scoping and management skills, required
Experience with business process analysis & design and process flow skills, required
Experience in planning, managing scope, timeline, or budget, required
Experience with leading teams including supervision, required
Client facing consulting experience, required
Track record of managing projects within a software solutions complex deployment environment, preferred
License(s)/Certification(s):
PMP, preferred
Software:
Experience with one (1) or more of the following solutions, required:
HCM
Custom Applications
Data analytics
ERP (Dynamics 365 F&O, Business Central, CE)
NetSuite
CRM
Cybersecurity
Proficient with Microsoft Office Applications, required
MS Project, preferred
Azure DevOps experience, preferred
Microsoft Project experience, preferred
Smartsheet experience, preferred
Language(s):
N/A
Other Knowledge, Skills & Abilities:
Ability to work in a deadline-driven environment while handling multiple projects/tasks simultaneously with a focus on details
Strong analytical, facilitation, documentation, presentation, and communication skills
Business process mapping experience
Ability to lead and facilitate client workshops and sessions
Comfortable engaging with clients on multiple implementations at the same time
Excellent interpersonal and customer relationship skills
Strong analytical, problem solving, facilitation, documentation, and communication skills
Ability to effectively manage a diverse project team and escalate performance issues to department leadership
Strong knowledge of solution implementation methodologies
Keywords: Microsoft Dynamics Finance & Operations, Dynamics F&O, Microsoft Finance and Supply Chain Management, Microsoft F&SCM, Microsoft Dynamics 365, 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, Delivery Lead, Project 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: $142,000 - $218,000
California Range: $142,000 - $218,000
Colorado Range: $142,000 - $218,000
Illinois Range: $142,000 - $218,000
Maryland Range: $142,000 - $218,000
Minnesota Range: $142,000 - $218,000
NYC/Long Island/Westchester Range: $142,000 - $218,000
Washington Range: $170,000 - $197,000
Washington DC Range: $170,000 - $197,000
$170k-197k yearly Auto-Apply 1d ago
D365 F&O Functional Consultant - Sales
BDO USA 4.8
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, 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 a 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), 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:
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 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 seven (7) 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 or CRM Product, 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
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
Smartsheet, preferred
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:
Salesforce, Sales Cloud, Service Cloud, Marketing Cloud, Business Central, Microsoft Dynamics Business Central, Microsoft Dynamics Finance & Operations, Dynamics F&O, Microsoft Finance and Supply Chain Management, Microsoft F&SCM, Microsoft Dynamics 365, 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: $127,000 - $189,000
California Range: $127,000 - $189,000
Colorado Range: $127,000 - $189,000
Illinois Range: $127,000 - $189,000
Maryland Range: $127,000 - $189,000
Minnesota Range: $127,000 - $189,000
NYC/Long Island/Westchester Range: $127,000 - $189,000
Washington Range: $127,000 - $189,000
Washington DC Range: $127,000 - $189,000
$127k-189k yearly Auto-Apply 36d ago
Office Assistant (Temporary)
BDO USA 4.8
Denver, CO job
The Office Assistant is responsible for supporting their assigned office or offices. Day-to-day duties include facility-related duties and may include front desk and/or mail room duties. Some basic administrative duties are typically assigned. May also be assigned to assist other administrative service team(s) or other offices as needed.
The work associated with this position must be performed on-site at one or more BDO offices.
Job Duties:
Handles facility related duties to keep assigned office running smoothly
Handles front desk operations, including managing internal and external client interactions
Handles mail and distribution of all incoming and outgoing packages, documents, etc.
Prepares and assists with preparation and assembly of reports, presentations and client documents
Scans and uploads client documents to document management systems or other software applications as directed
Manages office inventory supplies and coordination of office meals and snacks
Assists with new hire onboarding and orientation
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
High School diploma, GED or equivalent required
Experience:
One (1) year of experience in office services / facilitates or similar position, required
Software:
Proficiency in Microsoft Office Suite, required
Other Knowledge, Skills & Abilities:
The work associated with this position must be performed on-site at one or more BDO offices
Strong verbal and written communication skills
Exhibits poised and polished appearance demonstrating professionalism with client interactions
Ability to adapt communication style to successfully convey messages and objective to diverse audiences
Capacity to successfully multitask while working independently or within a group environment
Capable of working in a deadline-driven environment with attention to detail
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.
Colorado Range: $19.24/hr - $24.04/hr
Washington Range: $20/hr - $26/hr
$19.2-26 hourly Auto-Apply 15h ago
Senior Business Developer
Wipfli 4.3
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.
Responsibilities
Responsibilities:
Identifies and pursues new business opportunities across multiple service areas through direct action and initiative.
Serves as the primary new business sales contact for Wipfli's Healthcare (HC) Practice, with a focus on senior living and/or for-profit healthcare.
Innovates and applies creative strategies to develop leads by leveraging social media, external referral sources, associations, and networking groups.
Creates awareness and builds relationships with key accounts, practice leaders, and Relationship Executives within Wipfli's HC Practice.
Represents the technology stack and other strategic offerings within the HC Practice.
Manages multiple, complex pursuits and coordinates collective sales efforts with subject matter experts and consultants throughout the entire sales lifecycle.
Participates in trade shows and regional industry events to expand market presence.
Supports direct marketing, sales, and lead generation campaigns by following up on qualified leads to nurture and convert them into opportunities.
Crafts and executes strategic and tactical plans to close sales opportunities effectively.
Manages the full sales lifecycle, including lead generation, proposals, negotiation, and closing.
Influences decision-makers at the highest levels within client organizations to drive business outcomes.
Knowledge, Skills and Abilities
Qualifications and Experience:
Bachelor's degree in marketing, communications, business, or other job related major, or an equivalent level of job-related experience.
Successful candidates will have recent, direct experience with senior living and/or for-profit healthcare organizations
5+ years of successful outside, hunter-type business development experience using a consultative and solution-oriented sales approach with a proven ability to uncover strategic business issues; minimum 3 years in a professional services environment.
Working knowledge of ERP's and EMR's in the HC industry
Able to leverage enterprise level CRM systems for effective pipeline management and performance tracking.
Demonstrated success in developing new client relationships.
Generalized Healthcare (HC) Industry experience is a plus.
2+ years of selling Sage Intacct and/or NetSuite is a plus
Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AL1 #LI-Remote
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $95,000 to $161,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$95k-161k yearly Auto-Apply 9d ago
Manager, Transactions Advisory Services
Bakertilly 4.6
Denver, CO job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities
now, for tomorrow
What You Will Do:
Data gathering, document review and preparation of quality of earnings reports.
Research and financial analysis of target companies.
Due diligence for both buy side and sell side transactions.
Communication with clients to ensure delivery of exceptional client service.
Participate in various marketing and recruiting activities of the firm.
Opportunities for career development and to advance within the transaction advisory services group.
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Successful candidates will have:
6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Relevant bachelor's degree in accounting, finance or related
Certified public accountant (CPA) preferred, not required
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$114k-180k yearly Auto-Apply 31d ago
Core Tax Intern - Winter 2027 (Denver)
BDO USA 4.8
Denver, CO job
BDO is a place for energetic self-starters who can think and act like entrepreneurs. The Tax Intern, Core Tax Services will be responsible for utilizing their educational background as well as organizational skills in the service of firm's client base through the preparation of returns and extensions under the supervision of more experienced Core Tax Services professionals. This opportunity will allow you to gain a unique hands-on perspective on our firm's practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career.
Job Duties:
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Effectively uses referencing system and workpapers that ties to the return
Completes tasks and organizes file to minimize rework by reviewer
Ensures data is collected to comply with filing requirements
Takes initiative on impending due dates/engagement letters
Works with tax software applications to complete simple tax returns for review
Performs quarterly estimates and prepares extensions
Assists with responses to notices from the Internal Revenue Service
Assists in the projection of year-end filings
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Assists with components of income tax provisions
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Operates online research tools to gather pertinent tax information
Monitors tax law and client factual developments on a regular basis, daily or weekly but at least bi-weekly
Develops and communicates to client service team personnel, viewpoints regarding how those developments might affect clients
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Enrolled in a Bachelors or Masters program in Accounting or other relevant field required
Pursuing a masters degree in Accounting or other relevant field preferred
Experience:
Leadership experience preferred
License/Certifications:
Actively pursuing school credits to become a CPA
Software:
Proficient in Microsoft Office Suite, specifically Word, Excel and PowerPoint
Other Preferred Knowledge, Skills & Abilities:
Strong written and verbal communication skills
Ability to follow instructions as directed
Ability to work effectively in a team setting
Positive attitude and willingness to learn
Seeks advice of appropriate superiors regarding issues related to compliance
Ability to prepare simple tax returns
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $34.00/hr - $38.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Ohio Range: $33.00/hr - $37.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
$32-45 hourly Auto-Apply 1d ago
D365 F&O Functional Solution Architect
BDO USA 4.8
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
$142k-218k yearly Auto-Apply 35d ago
Senior Accountant, Tax
Wipfli 4.3
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 $89,000 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.
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of financial institution risk and regulatory compliance?
If yes, consider joining Baker Tilly (BT) as a Financial Institution Regulatory Compliance Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance and regulatory compliance best practices.
As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Does this describe you?
* You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of financial institution compliance, enterprise risk management, governance and internal controls
* You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded
* You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
* You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
What you will do:
* Work closely with client executives and management teams to understand their businesses and assist in identifying and managing regulatory compliance risks within their business processes and systems
* Lead audit and consulting engagements of banks, credit unions, fintechs, and specialty finance organizations to determine institutions compliance with lending and depository regulatory requirements
* Implement new or updated regulatory requirements, and translate regulatory requirements to ensure financial institution compliance
* Continually stay up-to-date on all existing compliance regulations
* Develop and maintain a broad knowledge and awareness of the financial institution industry and regulatory changes and identify potential impacts to compliance audit programs
* Support our internal audit practice as Subject Matter Expert on regulatory and compliance topics
* Provide strategic business advice to clients by assisting in the implementation of new regulatory requirements
* Manage client engagement teams, along with staffing, billings/collections, and ensure client profitability targets are met
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
* Bachelor's degree in accounting, finance, or a related program
* 5+ years experience with regulatory compliance
* 1-2 year(s) management experience
* CIA or CRCM designation(s) required
* CRCM Certification strongly preferred. Also open to candidates willing to obtain CRCM Certification in the future.
* Experience working with FDIC, OCC, CFPB, NCUA, and state regulations
* Experience as a client serving professional for a consulting firm preffered
* Excellent analytical, technical, and problem-solving skills, with strong attention to detail
* Exceptional verbal and written communication, collaboration, and time management skills
* Strong sense of urgency and client responsiveness
* Ability to travel up to 10%
The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$116.7k-221.3k yearly Auto-Apply 60d+ ago
Senior Consultant Transactions Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Denver, CO job
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people.
As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.
Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.
Responsibilities:
* Interact directly with Partners on matters related to client and engagement management.
* Data gathering, document review and preparation of quality of earnings reports.
* Research and financial analysis of target companies.
* Due diligence for both buy side, sell side, and corporate finance transactions.
* Communication with clients to ensure delivery of exceptional client service.
* Participate in various marketing and recruiting activities of the firm.
* Opportunities for career development and to advance within the transaction advisory services group.
Qualifications
* Bachelor's degree in Accounting required and a CPA designation are preferred.
* Between two (2) to four (4) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience.
* Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus.
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The compensation range for this role is $96,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$96k-110k yearly Auto-Apply 31d ago
Senior Auditor, Technology Industry
Wipfli 4.3
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 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%
Mary Jo Ferris, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-Hybrid
#LI-MF1
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 $72,900 to $109,300 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.
$72.9k-109.3k yearly Auto-Apply 9d ago
D365 Solution Delivery Manager
BDO USA 4.8
Denver, CO job
The ERP Solution Delivery Manager will be part of the Enterprise Business Applications team managing digital transformation projects in the areas of Enterprise Resource Planning (ERP) and complementary applications such as Customer Engagement and Power Platform. The individual in this role will work on a team of technology leaders, solution architects, software developers, business analysts, quality assurance, functional design, and various members to manage project work to successful completion. This role will be responsible for managing the client discussion and overseeing client's needs to build and maintain strong delivery as well as ensure client expectations are successfully managed.
Job Duties:
Maintains strategic relationships with client personnel, including members of client senior management
Manages client expectations and supports difficult messages when necessary to keep project delivery on course
Identifies areas of risk on engagements and develops plans to manage those risks
Manages the vision of the project solution
Leads, oversees, and prepares updates to project plan
Maintains detailed work plans in Azure DevOps
Prepares formal and informal presentations for client meetings
Leads the project team daily, including BDO consultants and client team members, this will include scrums, planning, and status meetings
Provides guidance to the project change plan, including identification of new scope and preparation of change orders
Provides project leadership for assessment, implementation, and optimization engagements
Works with Project Manager to ensure that BDO's project governance framework is applied to projects and that governance documentation is maintained, published, and stored according to BDO Quality Audit standards
Delivers timely project communications to the client including regular status reports and steering committee presentations
Ensures that the BDO Project Team follows BDO Implementation Methodology and produces deliverables to standards and on schedule
Participates in ongoing refinement of BDO Project Governance, Implementation Methodology, contracts and templates, mentors colleagues, and provides guidance and support
Other duties as required
Supervisory Responsibilities:
Owns and drives completion of key workstreams by associates and senior associates as directed by project leaders
Manages project workstreams of associates and senior associates as directed
Mentors and develops entry level consultants and senior consultants
May act as Career Advisor to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree AND six (6) or more years of industry experience with ERP solution delivery management, required; OR
High School Diploma/GED AND seven (7) or more years of industry experience with ERP solution delivery management, required
Experience:
Six (6) or more years comprehensive ERP solution delivery management experience including the management of budget, risks, resources, scope, issues, changes, and quality, required
Experience with project planning, scoping and management skills, required
Experience with business process analysis & design and process flow skills, required
Experience in planning, managing scope, timeline, or budget, required
Client facing consulting experience, preferred
Track record of managing projects within a software solutions complex deployment environment, preferred
License(s)/Certification(s):
PMP, preferred
Software:
Experience with one (1) or more of the following solutions, required:
HCM
Custom Applications
Data analytics
ERP (Dynamics 365 F&O, Business Central, CE)
NetSuite
CRM
Cybersecurity
Proficient in the use of Microsoft Office Applications, required
MS Project, preferred
Azure DevOps experience, preferred
Microsoft Project experience, preferred
Smartsheet experience, preferred
Language(s):
N/A
Other Knowledge, Skills & Abilities:
Ability to work in a deadline-driven environment while handling multiple projects/tasks simultaneously with a focus on details
Excellent interpersonal and customer relationship skills
Strong analytical, facilitation, documentation, presentation, and communication skills
Strong business process mapping skills
Ability to lead and facilitate client workshops and sessions
Comfortable engaging with clients on multiple implementations at the same time
Strong analytical, problem solving, facilitation, documentation, and communication skills
Ability to effectively manage a diverse project team and escalate performance issues to department leadership
Strong knowledge of solution implementation methodologies
Keywords: Microsoft Dynamics Finance & Operations, Dynamics F&O, Microsoft Finance and Supply Chain Management, Microsoft F&SCM, Microsoft Dynamics 365, 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, Delivery Lead, Project 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: $120,000 - $170,000 Maryland Range: $120,000 - $170,000 NYC/Long Island/Westchester Range: $120,000 - $170,000
$120k-170k yearly Auto-Apply 10d ago
Administrative Services Coordinator
Wipfli LLP 4.3
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
The Administrative Services Coordinator position is 100% in our Denver, CO office.
Responsibilities:
* Provide and coordinate administrative operations to the Denver and Loveland offices to ensure deadlines are met, while maintaining a positive, collaborative work environment
* Lead hospitality and travel arrangements, coordinate onsite and offsite meetings and events for associates and clients
* Approve expenses, manage and reconcile office accounts, deposit checks, order and restock supplies, manage incoming and outgoing mail and deliveries
* Oversee responsibilities of other administrative services associates to ensure expectations are met
* Provide onsite facilities management and maintenance support, including regional support for office moves, relocations, remodels, and surrenders
* Maintain aesthetic appearance of the office, order and restock supplies
* Serve as liaison between associates, leadership and vendors ensuring efficient and professional communication
Knowledge, Skills and Abilities
Qualifications:
* 3+ years of administrative experience in a professional services setting
* Experience with chart of accounts, coding accounts payable invoices, and reconciling credit card transactions
* Experience supporting teams and leaders, experience coordinating complex schedules
* Experience overseeing other administrative support associates Experience requesting quotes, negotiating rates, and securing initial contract terms for new and existing vendors.
* Knowledge of basic budgeting and expense tracking
* Clear, concise verbal and written communication skills and accurate grammar usage
* Ability to plan, prioritize, and organize work effectrively while balancing multiple projects simultaneously
* Ability to work under pressure and time deadlines with great attention to detail
Geri Otto, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-onsite #LI-GO1
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 $29.00 - $39.00 / hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$29-39 hourly Auto-Apply 20d ago
Tax Senior Manager - Real Estate
Wipfli 4.3
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.
As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving innovative solutions. This role combines technical expertise with leadership, client relationship management, and business development.
Responsibilities
Responsibilities:
Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness.
Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry trends.
Mentor and develop team members through coaching, training, and performance feedback.
Collaborate across service lines to deliver integrated solutions for clients.
Drive business growth by identifying opportunities and participating in networking and industry events.
Utilize tax technology tools to enhance efficiency and client service.
Knowledge, Skills and Abilities
Qualifications:
Bachelor's degree in Accounting or related field.
CPA required; MST or JD/LLM preferred.
10+ years of progressive tax experience, including public accounting.
Expertise in real estate and partnership taxation.
Proven leadership skills in managing client service teams and multiple projects in a fast-paced and interactive team environment.
Exceptional client service and communication skills with a proven ability to develop and maintain outstanding client relationships.
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 $162,000 to $244,000, 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.
$80k-113k yearly est. Auto-Apply 15d ago
Senior Business Developer
Wipfli LLP 4.3
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:
Sales Execution:
+ Serves as a primary new business sales contact for Wipfli's Manufacturing, Retail and Distribution (MRD) Practice, focusing on the Western or Midwest United States.
+ Creating awareness, building relationships with key accounts and Relationship Executives in Wipfli's MRD Practice
+ Represent the full breadth of service offerings within MRD
+ Develop leads through external referral sources, associations and networking groups
+ Manage multiple, complex pursuits and coordinate a collaborative sales effort with subject matter experts and consultants through the entire sales lifecycle
+ Participate in trade shows and regional industry events
+ Assist with preparing and presenting the value proposition
+ Support direct marketing campaigns and programs - following up on marketing qualified leads to further nurture those leads and turn them into sales opportunities
Planning:
+ Develop and cultivate a target list of companies in the Western or Midwest United States
+ Understand the targeted market segment needs, industry issues, competitive threats and our service offerings
+ Build a strong working relationship with Wipfli's MRD Leaders
Knowledge, Skills and Abilities
Qualifications and Experience:
+ Requires a Bachelor's Degree in Marketing, Communications, Business or other job related major, or an equivalent level of job related experience
+ 5+ years of MRD industry sales experience
+ Familiarity with selling intangibles and value-added services
+ The ability to craft and execute strategic and tactical plans to close projects and services
+ Demonstrated success in developing new client relationship
+ Able to leverage enterprise level CRM systems for effective pipeline management and performance tracking.
Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (****************************************** page to connect!
#LI-AL1 #LI-Remote
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $95,000 to $161,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-CO-Denver | US-IL-Chicago | US-MN-Minneapolis
Job ID 2025-7230
Category Business Development
Remote No