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Role Description

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, focus on relationships, and encourage each individual to follow their own path. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

• Review financial reporting packages and work papers for quality, completeness, and timely delivery.
• Prepare and analyze benchmarking data and key performance indicators to support client insights.
• Present completed reporting packages and findings to clients as directed.
• Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
• Provide technical accounting support to clients and their teams on complex issues.
• Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
• Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business.
• 4–6 years of experience in public or private accounting.
• Tenured experience managing multi-entity ownership structures within the commercial real estate industry.
• Proven client-facing experience presenting financial results and insights to owners, investors, and lenders.
• Familiarity with real estate KPIs, budgeting, forecasting, and performance analysis.
• 3+ years managing associates and/or teams.
• Professional certification (e.g., CPA, CMA) preferred.
• Proficiency in financial reporting and analysis.
• Strong planning, prioritization, and organizational skills.
• Strong project management and relationship-building skills, with a client-first mindset.
• Excellent written, verbal, and presentation skills.
• Preferred proficiency in industry accounting software, specifically QuickBooks Online, Appfolio, Yardi, and a demonstrated ability to embrace new technologies.
• Demonstrated ability to influence others, promote constructive change, and develop team members.
• Ability to travel up to 10%.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 401(k) savings plan & profit share with Firm matching contribution.
• Well-being incentive.
• Education & certification assistance.
• Flexible time off.
• Family care leave.
• Parental leave.
• Family formation benefits.
• Cell phone reimbursement.
• Travel rewards.
• Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

Company Description

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 hr@wipfli.com .

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $107,000 to $160,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business-related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. 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.