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Overview
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.
Join our growing Technology Industry team, where you'll work with a dynamic portfolio of clients ranging from early-stage SaaS and PaaS startups to established companies preparing for acquisition or investment. Many of our clients are lean on internal accounting resources and rely on us not just for audits, but as trusted partners to guide them through GAAP complexities, foreign subsidiary considerations, and investor-readiness. If you thrive on onboarding new clients, teaching, and building strong, collaborative relationships, this is the role for you.
Responsibilities
Responsibilities:
Manage audit, review, compilation engagements, and multiple teams. Provide performance feedback to all members of those teams when engagements end Partner with Senior Managers, Directors, and Partners in risk assessment, audit procedures, and reporting.
Oversee daily operations of the audit engagement. From staffing, planning, budgeting, risk assessment, fieldwork, financial reporting, and the conclusion Research and communicate guidance on complex accounting matters and transactions
Assist clients with GAAP compliance and the adoption of FASB Accounting Standard Updates. Address client concerns and resolve problems as they arise while communicating proactively and promptly
Serve as an instructor in the firm, department training programs, and meetings
Take part in and provide leadership in community, networking, and business development activities
Knowledge, Skills and Abilities
Qualifications:
Bachelor's degree in accounting or finance required CPA license required 5 years of experience, preferably in public accounting Experience with revenue recognition, stock-based compensation, convertable debt and capatialized software is preferred Experience with SAFE (Simple Agreements for Future Equity) preferred.
Ability to travel up to 10% to client sites Excellent written and verbal communication and interpersonal skills Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $97,000 to $145,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli 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.