Wipfli Advisory LLC

Serve as a strategic financial advisor to nonprofit clients, leading engagements, and driving operational and technological improvements. | Requires CPA, 8+ years in public accounting or industry, proven leadership in change management, and proficiency in accounting software. | 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. Make a lasting impact in the nonprofit world—lead with purpose, guide with expertise, and grow with a team that values your voice. As an outsourced CFO, you’ll serve as a strategic advisor to our nonprofit industry clients, delivering high-quality financial insights and overseeing client engagements that drive mission success. This job can be worked remotely anywhere in the US! Responsibilities Responsibilities: Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance. Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices. Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions. Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements. Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow. Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions. Develop client budgets and forecasts, offering consultative support on financial planning and strategy. Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence. Knowledge, Skills and Abilities Qualifications: Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus. CPA designation preferred. Minimum 8 years of relevant Public Accounting or industry accounting experience. Proven success leading teams through organizational change and process improvement. Strong project management and relationship-building skills, with a client-first mindset. Experience managing remote teams and promoting collaboration across geographies. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com and a demonstrated ability to embrace new technologies. Ability to analyze complex financial data and communicate insights clearly to stakeholders. Ability to travel up to 10% Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-HYBRID #LI-CV1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com 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.

Lead client advisory engagements at a CFO level, providing strategic financial insights and operational guidance, while managing remote teams and driving process improvements. | Requires a CPA, 8+ years of relevant experience, and proficiency in various accounting software, with a focus on leadership, change management, and financial analysis. | 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. Wipfli is seeking a highly experienced and knowledgeable CFO to join our team and provide specialized accounting and financial management services to our healthcare industry clients. Wipfli is a leading provider of client advisory services in the healthcare industry. We specialize in supporting organizations such as skilled nursing facilities, FQHCs, physician practices, post acute providers, and hospital practices. In this role, you will be responsible for proactively identifying operational needs, offering timely solutions, and building strong relationships with our healthcare clients. This position can be worked remotely anywhere in the US! Responsibilities Responsibilities: Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance. Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices. Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions. Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements. Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow. Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions. Develop client budgets and forecasts, offering consultative support on financial planning and strategy. Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence. Knowledge, Skills and Abilities Qualifications: Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus. CPA designation preferred. Minimum 8 years of relevant Public Accounting or industry accounting experience. Proven success leading teams through organizational change and process improvement. Strong project management and relationship-building skills, with a client-first mindset. Experience managing remote teams and promoting collaboration across geographies. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com and a demonstrated ability to embrace new technologies. Ability to analyze complex financial data and communicate insights clearly to stakeholders. Ability to travel up to 10% Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-HYBRID #LI-CV1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender 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 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.

Lead client advisory engagements at a CFO level, providing strategic financial insights and operational guidance, while managing remote teams and driving organizational change. | Minimum 8 years of relevant accounting or industry experience, CPA preferred, proficiency in accounting software, and proven success in leadership and change management. | 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. Make a lasting impact in the nonprofit world—lead with purpose, guide with expertise, and grow with a team that values your voice. As an outsourced CFO, you’ll serve as a strategic advisor to our nonprofit industry clients, delivering high-quality financial insights and overseeing client engagements that drive mission success. Responsibilities Responsibilities: Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance. Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices. Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions. Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements. Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow. Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions. Develop client budgets and forecasts, offering consultative support on financial planning and strategy. Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence. Knowledge, Skills and Abilities Qualifications: Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus. CPA designation preferred. Minimum 8 years of relevant Public Accounting or industry accounting experience. Proven success leading teams through organizational change and process improvement. Strong project management and relationship-building skills, with a client-first mindset. Experience managing remote teams and promoting collaboration across geographies. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com and a demonstrated ability to embrace new technologies. Ability to analyze complex financial data and communicate insights clearly to stakeholders. Ability to travel up to 10% Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at 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 $142,000 to $213,000 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.

Reviewing financial reports, preparing budgets, providing technical accounting support, and leading teams. | Bachelor's in Accounting or related field, 4-6 years in accounting, 3+ years managing teams, proficiency in accounting software, and strong communication skills. | 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. Are you passionate about making a difference in the nonprofit sector? Join our dynamic outsourced accounting team as an outsourced controller and help mission-driven organizations thrive through financial excellence. This position can be worked remotely anywhere in the US! Responsibilities 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. Knowledge, Skills and Abilities Qualifications: Bachelor’s degree in Accounting, Finance, Business. 4–6 years of experience in public or private accounting. 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. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite 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% Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at 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 $96,000 to $160,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Provides HR support, advises on talent management, and collaborates on organizational development initiatives. | Requires 3+ years in HR, relevant certifications preferred, and strong communication and project management skills. | 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. Job Summary - Under the direction of the Human Resources Manager, the HR Business Advisor is responsible for providing day-to-day HR support for internal clients within designated business units while also supporting Talent and Culture initiatives across the firm. HR Business Advisors collaborate with colleagues on the Talent and Culture Team and consult with firm leaders to maximize all aspects of people performance to deliver business objectives. Location: This remote opportunity prioritizes candidates who live within 60 miles of a Wipfli office to foster collaboration and engagement with our internal teams. Preferred locations include Wisconsin (WI), Minnesota (MN), Maine (ME), Illinois (IL), Georgia (GA), Pennsylvania (PA), Virginia (VA), Michigan (MI), and Colorado (CO). We also welcome applications from qualified candidates outside this range, including remote options. Occasional overnight travel may be required, which can include both land and air transportation. Responsibilities Essential Responsibilities: Internal Consultant • Provides HR consultation and leadership for multiple business units. Ensures delivery and alignment of Talent and Culture products and services to support achievement of firm strategies. • Acts as a collaborator, advisor and coach to partners and associates, advising on matters related to talent management, associate relations, culture, organizational development, leadership and workforce planning. • Provides associate relations coaching and counsel to ensure consistency of policy and practice to preserve the health of the firm/associate relationship. • Responds to associate inquiries on HR policies, procedures, and programs. • Talent and Performance Management • Provides advice and counsel to performance coaches and associates regarding performance related concerns, and talent development. • Participates in objective investigations related to workplace matters under the guidance of senior members of the field HR team. • Facilitates performance evaluation process. Business Knowledge • Develops a proven understanding and appreciation of the firm’s organizational structure, culture and business objectives to develop and implement HR programs and processes that are aligned with the firm’s values and objectives. • Provides HR perspective and solutions to business challenges (i.e. organizational changes, acquisitions & divestitures, etc.). Communicates a point of view that illustrates the Talent and Culture implications of business decisions. Identifies problems that affect business strategy and predicts potential obstacles to success. Organizational Development • Collaborates with other members of the Talent and Culture team to develop and implement, Talent and Culture strategies, policies and practices in the areas of organizational effectiveness, workforce planning, associate relations, compensation, talent and performance management, change management, associate engagement and professional development. Ensures consistent application of these practices in their designated business units. Special Projects • Participates on special and cross-functional projects as needed. These projects could be business unit specific or firm-wide in nature. • Leads and supports critical components of Wipfli’s M&A activities—specifically acquisitions—by overseeing T&C-related projects to ensure smooth integration and successful outcomes. Other • Performs or coordinates the tactical duties necessary to assist or administer various aspects of the firm’s compensation and benefit, talent acquisition, organization development, and associate relations programs. • Exhibits the ability to follow standardized process templates, collaborates with more senior HR Business Advisors when unique circumstances arise • Develops and maintains a high level of process and compliance knowledge and expertise. • Identifies and assesses business risk within the scope of their responsibilities and escalates when necessary. Knowledge, Skills and Abilities Knowledge • Bachelor’s degree in Human Resources or similar field • Human Resource Certification (PHR, SPHR, SHRM-CP or SHRM-SCP) preferred • 3+ years in human resources Skills and Abilities: • Strategic Thinking: The ability to see ahead to future possibilities and translate them into actionable strategies. This involves understanding the complexity of the future, developing long-term plans, and identify interdependencies when making decisions. • Project Management: The ability to plan, organize, and oversee projects to achieve specific goals within defined constraints, such as time, budget, and scope. This includes developing clear plans, timelines, and utilizing standardized tools and methodologies for effective project management. It also involves managing multiple tasks and deadlines efficiently, ensuring accuracy, confidentiality, and timely completion of projects • Business Acumen: A strong understanding of the firm's organizational structure, culture, values and business objectives to develop and implement HR programs and processes that align. • Consultation and Influence: The ability to act as a collaborator, advisor, influencer, and coach to partners and associates. • Communication Skills: Confident, effective communication is essential for HR consultation, addressing inquiries, and supporting initiatives. This includes strong verbal, presentation, and written skills to ensure clarity and professionalism. • Problem-Solving and Analytical Skills: The ability to identify problems that affect business strategy, predict potential obstacles to success, and provide HR perspective and solutions to business challenges. • Adaptability and Flexibility: Participating in special and cross-functional projects, which could be business unit-specific or firm-wide in nature, requires the ability to adapt and be flexible in various situations • Teamwork and Collaboration: The ability to work effectively with others towards a common goal, involving coordination, cooperation, active engagement, open communication, and the sharing of ideas and resources. This skill requires trust, respect, and a willingness to consider different perspectives, fostering a productive and harmonious work environment. Communication • Written, Verbal, and Presentation Technology • Proficient in Word, Excel, and Outlook • Proficient in Workday (Preferred) • Experience with AI tools and technologies strongly preferred Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #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 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 $66,000 - $89,000, 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.

Design and develop enterprise AI-powered applications, optimize retrieval and generation systems, and collaborate across teams to implement scalable solutions. | Requires 7-10 years of software development experience, 3-5 years in data science/AI, and expertise in RAG methodologies, full-stack frameworks, and enterprise AI deployment. | 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. Job Summary Wipfli is building the next generation of AI‑powered solutions that transform how our professionals deliver value to clients. As a Senior RAG Engineer, you will play a pivotal role in advancing our AI‑driven functional requirements documentation platform, an enterprise application used across the firm to automate the creation of complex project documentation. This role blends software engineering, machine learning, and enterprise application development. You’ll work closely with data scientists, engineers, and business teams to build production‑grade retrieval and generation systems that make a measurable impact on hundreds of users. If you’re passionate about building real AI products, not demos or POCs, and you want to shape the foundation of a growing AI capability, this is your opportunity. Responsibilities Responsibilities: Design, develop, and optimize full‑stack applications using RAG for high‑accuracy retrieval and generation Build and maintain APIs and microservices with monitoring and logging for reliability and performance Implement vector databases and semantic search; fine‑tune retrieval for strong precision and recall Optimize chunking, embeddings, and retrieval parameters tailored to professional services content Evaluate LLM architectures and maintain prompt‑engineering frameworks to improve response quality Build ETL pipelines and integrate with firm platforms such as document management, CRM, and engagement systems Ensure data quality, security, and compliance, including role‑based access, encryption, audit logging, and confidentiality Partner across teams—engagement, data science, and ML—to deliver capabilities and mentor junior engineers Stay current on emerging AI/ML technologies and assess applicability to enterprise use cases Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Computer Science, Information Management, Data Science, or AI related field 3-5 years of experience in data science and AI roles 7-10 years of experience software development roles Demonstrated track record of building production-grade AI applications from conception to deployment Demonstrated deep understanding of RAG methodologies and practical application. Experience with frameworks such as LangChain, LlamaIndex, or Haystack is considered an additional asset Experience with document processing and OCR technologies, including integration and deployment within enterprise environments Preferred Qualifications: Master's degree or advanced certification in Data Science or AI 4+ years of full stack development experience with modern frameworks (React, Vue, or Angular; Node.js, Python, or similar; .NET experience Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at 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 $106,600 to $160,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Lead and develop client engagements, drive business growth, and mentor future leaders within the firm. | Over 10 years of experience in a professional services or relevant industry, proven leadership, and consulting or advisory experience. | 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. Job Summary Under the direction of the Partner leading the respective service area or industry, the Director is primarily an experienced consultant capable of leading and closing client project opportunities, planning, managing and overseeing the execution of client engagements and influencing the development of our professional staff. May lead a service delivery team by managing associates, engagements, and client relationships, in accordance with firm policies and procedures. The primary objective for a Director is to build leadership, leverage, and legacy for the Firm. Responsibilities Essential Responsibilities: Leads and contributes to business development by identifying new opportunities with existing and prospective clients and supporting the transition of one-time engagements into service expansions and recurring advisory relationships. Broadens perspective proactively beyond primary service area by identifying and pursuing cross-service and multi-disciplinary opportunities, fostering industry alignment, and building visibility across the firm. Thinks strategically about client needs, firm capabilities, and market trends, serving as an advisor who connects clients to holistic solutions Ensures growth and expansion by driving service offerings, participating in growth efforts, and applying Ideal Client Profile (ICP) strategy to deepen client relationships. Participates in sales pursuits through proposal development, engagement letters, and collaboration with partners and business development teams. Manages client engagements with proactive planning, leadership, and accountability, ensuring high-quality delivery and client satisfaction. Develops and executes service plans for assigned industry and subject matter areas, contributing to growth and delivery objectives under partner direction. Promotes thought leadership through external presentations, whitepapers, and active involvement in market-facing initiatives. Provides performance coaching or mentoring of next-gen talent by involving them in client engagements and development activities, fostering readiness for future leadership roles. Leads or contributes to growth strategy through assessment, planning and execution of initiatives across industries and product areas. Actively pursues continued professional development of their respective expertise. Knowledge, Skills and Abilities Required Qualifications: Bachelor’s degree in related field or equivalent combination of education and experience. Ten+ years’ experience in a professional services firm or eight+ years of private industry experience focused on appropriate technical area plus three+ years in professional services. Preferred Qualifications: Consulting advisory experience preferred. Demonstrated experience selling professional services. Bachelors degree in related field Skills & Abilities: Proven ability to apply strategic thinking to assess future possibilities and translate them into actionable growth strategies that align with firm and client goals. Demonstrated success in driving innovation by identifying new and better ways for the firm to deliver value, improve services, and stay ahead of market trends. Strong business acumen with a deep understanding of client needs, market dynamics, and firm capabilities to support service expansion and operational excellence. Experienced inclusive and inspirational leader who motivates teams through purpose-driven leadership and builds trust across diverse groups. Skilled in leading teams through change and ambiguity, with the agility to adapt plans and priorities in response to evolving client and business needs. Proven track record of building and sustaining trusted client relationships, managing expectations effectively, and ensuring long-term satisfaction and engagement. Experienced in mentoring and developing next-generation talent by involving them in client development and engagement activities, while promoting collaboration and growth. Exceptional communicator with the ability to clearly convey complex ideas to diverse audiences, including clients, team members, and senior leadership. Strong collaborator who builds and leverages internal and external networks to support business development, deepen client value, and foster cross-functional alignment. Demonstrated organizational influence through industry alignment and cultivates visibility beyond immediate service areas, leading cross-functional initiatives, and fostering multi-service collaboration to advance firm-wide priorities. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at 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 $156,000 to $210,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Support nonprofit financial management through reporting, analysis, and client consultation, leveraging your grant writing and communication expertise. | Requires 4-6 years in accounting or finance, management experience, CPA or CMA preferred, proficiency in financial software, and strong project management skills. | 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. Are you passionate about making a difference in the nonprofit sector? Join our dynamic outsourced accounting team as an outsourced controller and help mission-driven organizations thrive through financial excellence. This position can be worked remotely anywhere in the US! Responsibilities 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. Knowledge, Skills and Abilities Qualifications: • Bachelor's degree in Accounting, Finance, Business. • 4-6 years of experience in public or private accounting. • 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. • Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite 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% Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-REMOTE #LI-CV1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at 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 $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.

Lead client advisory engagements, drive change management initiatives, and oversee multiple client teams to deliver strategic financial insights and operational guidance. | Bachelor’s in Accounting or Finance, CPA preferred, minimum 8 years of relevant experience, proven leadership in organizational change, proficiency in accounting software, and ability to analyze complex financial data. | 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. Responsibilities Responsibilities: Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance. Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices. Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions. Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements. Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow. Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions. Develop client budgets and forecasts, offering consultative support on financial planning and strategy. Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence. Knowledge, Skills and Abilities Qualifications: Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus. CPA designation preferred. Minimum 8 years of relevant Public Accounting or industry accounting experience. Proven success leading teams through organizational change and process improvement. Strong project management and relationship-building skills, with a client-first mindset. Experience managing remote teams and promoting collaboration across geographies. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Microsoft Business Central, Netsuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies. Ability to analyze complex financial data and communicate insights clearly to stakeholders. Ability to travel up to 10% Elyse Schultz from Wipfli’s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-REMOTE#LI-ES1 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 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 $142,000-$213,000 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.

Provide inbound support for iSolved HCM solutions via various communication channels, assist customers, escalate issues appropriately, and document interactions. | Minimum of 2 years payroll experience, supporting HCM or web-based applications, associates degree or equivalent, and strong communication and troubleshooting skills. | 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. Job Overview: HCM Customer Support Team Members assist with the customer’s utilization and optimization of the iSolved software. Under general supervision, they help customers maximize the functionality of iSolved HCM by fielding customer calls, video calls, and web-form inquiries, providing appropriate responses, ensuring the customer understands the application, and is trained to use the HCM solution in their environment. Responsibilities Responsibilities: Provide inbound application and functional support for iSolved HCM solutions by phone, video call, e-mail, and webform. Participate in Level 1 Support phone and video call queue to assist all clients as needed. Appropriately escalate issues for customers as needed to supervisor. Schedule and conduct follow-up on unresolved issues within prescribed service level objectives. Conduct all customer contact with a high degree of professionalism and technical proficiency supporting the Wipfli culture. Maintain accurate customer files and communication logs. Document all communications. Other projects and related work as directed. Knowledge, Skills and Abilities Knowledge, Skills, and Abilities: Experience with Microsoft Office products, other computer software applications, and use of the Internet. Exceptional customer service, organizational skills, and attention to detail. Proven communication skills with professional telephone and video presence, clear and concise verbal and written skills, and ability to clearly identify a customer’s concern and effectively solve problems. Ability to multi-task and work effectively in a fast-paced environment. Issue analysis, troubleshooting, and problem-solving skills. A strong product, service, and technical background with experience in supporting HCM solutions including Payroll, or web-based applications is preferred. Requirements: Associates degree or equivalent educational experience Minimum of 2 years of payroll experience. Experience in supporting HCM solutions, including Payroll, or web-based applications. CPP, FPC, or CEBS certification is desirable. Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #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 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 $17 - $28, 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.

Lead operational improvement initiatives, manage teams, and coordinate strategic planning within consulting operations. | Requires 8-12 years of experience, managerial skills, project management, and advanced data analytics knowledge. | 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. Job Summary Under the direction of the Sr. Operations Manager, or Partner, the Operations Manager is focused on providing support and leadership to assigned components of key value streams of the practice, project managing key operational improvement initiatives in accordance with firm policies and procedures and providing direction to centralized operations functions and business group operations. Responsibilities Essential Responsibilities: Lead Consulting administrative and centralized operational functions. Performance coach administrative and operational personnel and support staff. Provide support, training, mentoring, and quality control of Consulting and Industry operational functions. Develop, sustain, enforce, review, approve, and provide quality control for assigned processes (e.g., purchasing, billing, expense management, knowledge management). Project manage and provide business analysis for improvement projects. Manage collaboration with key process such as business development, risk management, contracting, and score carding, etc. Review contracts and agreements as needed. Identify and initiate improvement opportunities. Integrate consulting processes into firm processes and support overall firm operational initiatives. Participate in Business Solutions strategic planning as needed. Coordinate M&A onboarding activities for Business Solutions. Knowledge, Skills and Abilities Required Qualifications: Two- or four-year degree desirable or substituted by prior relevant management experience. 8-12 years of experience; including five years in related areas of expertise. Prior managerial or supervisory experience. Project management experience. Skills & Abilities: Ability to scope, plan, and budget for projects, while adeptly prioritizing and organizing work under pressure to meet budget and time deadlines. Ability to lead teams, deliver results, and manage multiple projects concurrently, while remaining agile in responding to unexpected events or changing priorities. Skilled in managing expectations, escalating effectively, and ensuring client satisfaction. Excellent Written, Verbal and Presentation skills with the ability to effectively communicate business concepts to a diverse audience of stakeholders at all levels. Advanced proficiency in Word, Excel, Outlook, and PowerPoint. Advanced knowledge of Data Analytics Ability to navigate through ambiguity and approach opportunities in a flexible and creative manner Advanced knowledge of understanding the consulting groups products and services Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at 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 $87,000 to $130,000, 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.

Manage and develop a sales team, grow client base, and develop strategic industry growth plans. | Bachelor's degree, 10+ years sales experience in professional services, proven success in managing teams and exceeding sales targets. | 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. Job Summary Under the direction of the National Sales Director, the Senior Manager of Business Development is responsible for managing Business Developers across the Firm; growing Wipfli’s professional services sales into its target client segments and identifying and providing leads to the Firm’s industry resources as appropriate. The Senior Manager, Business Development will spend approximately 50% of their time managing direct reports and 50% on direct sales responsibilities, in accordance with company policies and procedures. Responsibilities Essential Responsibilities: Demonstrated ability to develop and execute an industry growth plan for Construction and associated sub-verticals into sales tactics within the context of the firm’s growth strategy. Assists in the success of his/her direct reports; manages direct reports in identifying target lists, driving opportunities from lead generation/lead qualification to close according to Wipfli’s Sales Methodology. Identify and pursue new business across multiple service areas, including consulting, technology, and accounting solutions. Manage the coordination and collaboration between business developers and professionals during the sales process including guidance of the Opportunity Pursuit Team. Be a role model for his/her team in integrating with the industry groups to establish productive working relationships. Build and maintain relationships with executives, referral sources, and key stakeholders to generate new opportunities. Represent Wipfli at conferences, networking events, and community engagements to enhance brand visibility. Activate sales channels and marketing campaigns to nurture leads and convert them into opportunities. Has direct bookings responsibility for the sales staff directly reporting to him/her. Responsible for reaching a personal bookings target while adhering to the Wipfli Sales Methodology. Provide regular updates on pipeline status, performance metrics, and progress toward growth goals. Knowledge, Skills and Abilities Required Qualifications: Bachelor’s Degree in Sales, Marketing, Accounting, Finance, Business, or related field. 10+ years’ progressive sales experience using a solution-oriented, consultative approach with at least 5 years in a professional services firm. 5+ years proven success managing and scaling Business Development teams, driving consistent pipeline growth and bookings attainment. Track record of personal bookings attainment that meets and exceeds sales goals. Experience developing executive-level relationships and selling complex solutions to organizations with $15M–$500M in revenue. Established network of C-suite and senior decision-makers, with ability to leverage relationships for strategic growth. Exhibit strong technical product knowledge of professional services including assurance, tax, and consulting services. Strong business acumen with ability to navigate complex sales cycles and influence at the highest levels of client organizations. Preferred Qualifications: Master of Business Administration. Active business community involvement. Prior experience selling Sage Intacct, NetSuite, Procore or other Construction oriented systems a plus Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Hybrid #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com "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.

Manage and develop a sales team, grow client base, and develop strategic relationships to drive revenue in professional services. | Bachelor's degree, 10+ years sales experience, proven success in managing teams and complex sales to organizations with $15M-$500M revenue. | 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. Job Summary Under the direction of the National Sales Director, the Senior Manager of Business Development is responsible for managing Business Developers across the Firm; growing Wipfli's professional services sales into its target client segments and identifying and providing leads to the Firm's industry resources as appropriate. The Senior Manager, Business Development will spend approximately 50% of their time managing direct reports and 50% on direct sales responsibilities, in accordance with company policies and procedures. Responsibilities Essential Responsibilities: • Demonstrated ability to develop and execute an industry growth plan for Construction and associated sub-verticals into sales tactics within the context of the firm's growth strategy. • Assists in the success of his/her direct reports; manages direct reports in identifying target lists, driving opportunities from lead generation/lead qualification to close according to Wipfli's Sales Methodology. • Identify and pursue new business across multiple service areas, including consulting, technology, and accounting solutions. • Manage the coordination and collaboration between business developers and professionals during the sales process including guidance of the Opportunity Pursuit Team. • Be a role model for his/her team in integrating with the industry groups to establish productive working relationships. • Build and maintain relationships with executives, referral sources, and key stakeholders to generate new opportunities. • Represent Wipfli at conferences, networking events, and community engagements to enhance brand visibility. • Activate sales channels and marketing campaigns to nurture leads and convert them into opportunities. • Has direct bookings responsibility for the sales staff directly reporting to him/her. • Responsible for reaching a personal bookings target while adhering to the Wipfli Sales Methodology. • Provide regular updates on pipeline status, performance metrics, and progress toward growth goals. Knowledge, Skills and Abilities Required Qualifications: • Bachelor's Degree in Sales, Marketing, Accounting, Finance, Business, or related field. • 10+ years' progressive sales experience using a solution-oriented, consultative approach with at least 5 years in a professional services firm. • 5+ years proven success managing and scaling Business Development teams, driving consistent pipeline growth and bookings attainment. • Track record of personal bookings attainment that meets and exceeds sales goals. • Experience developing executive-level relationships and selling complex solutions to organizations with $15M-$500M in revenue. • Established network of C-suite and senior decision-makers, with ability to leverage relationships for strategic growth. • Exhibit strong technical product knowledge of professional services including assurance, tax, and consulting services. • Strong business acumen with ability to navigate complex sales cycles and influence at the highest levels of client organizations. Preferred Qualifications: • Master of Business Administration. • Active business community involvement. • Prior experience selling Sage Intacct, NetSuite, Procore or other Construction oriented systems a plus Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Hybrid #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com "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. Employment Type: FULL_TIME

Reviewing complex tax returns, managing client engagements, and providing tax consulting services in partnership taxation. | Bachelor's in Accounting, CPA or Bar license, 5+ years in tax compliance or consulting, expertise in partnership taxation, strong client and team management skills. | 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. Responsibilities Responsibilities: Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters Respond to inquiries from the IRS and other tax authorities Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships Knowledge, Skills and Abilities Qualifications: Bachelor's degree in Accounting, or other related field CPA or licensed member of the Bar 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment Ability to travel up to 25% Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-Remote #LI-AF1 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 hr@wipfli.com Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $106,000 to $160,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws. 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.