Jobs at Wipfli

Lead complex real estate tax engagements, mentor teams, provide client advisory on tax strategies, and drive business growth through networking.

Manage the insurance tax team, assist in client relationships and business development, oversee tax compliance, and support tax strategies.

Manage financial analyses, evaluate deal structures, and provide insights for clients while supervising junior members and ensuring quality deliverables.

Own and prioritize the Workday/ERP product backlog, translate business needs into epics and user stories, partner with Finance and business leaders, support Agile delivery and releases, manage integrations and reporting, ensure compliance and security, and drive continuous improvement and adoption across Workday modules.

Lead business analysis for Workday ERP initiatives: gather and translate requirements, build business cases, drive end-to-end implementation and post-deployment optimization, identify process improvements and automation, ensure deliverable quality, collaborate with architects and technical teams, and mentor junior analysts.

Support financial advisory engagements for Federally Qualified Health Centers by analyzing financial and operational data, assessing finance performance, recommending process improvements, assisting with budgeting/forecasting, configuring financial/EHR systems, and collaborating with clients and senior consultants to improve revenue cycle, cash flow, and reporting.

Manage day-to-day lead routing, qualification, and CRM data quality in Microsoft Dynamics 365. Support campaign capture, attribution, tracking, reporting, and analysis. Collaborate with Marketing, Business Development, IT, and offshore teams to improve lead processes, implement CRM enhancements, and document operational procedures.

Provide assistant-controller level accounting support for healthcare clients: manage month-end close, maintain general ledgers, prepare and review monthly reporting packages and KPIs, ensure balance sheet accuracy, update client procedure manuals, coordinate project tasks, and supervise/account-assign work to meet client needs and budgets.

The role involves architecting and delivering scalable integration solutions with Boomi, engaging clients, managing projects, and mentoring junior staff while driving business development efforts.

Lead client engagements to assess business challenges, define enterprise data and AI strategies, develop roadmaps, guide solution design and delivery, provide technical leadership and mentoring, and support practice growth via presales and thought leadership.

Lead CFO-level client advisory engagements, manage change initiatives, provide financial analysis, develop client budgets, and mentor staff.

Manage financial reporting for skilled nursing clients, assist with budgeting and forecasting, develop team members, and improve processes.

Under guidance of senior staff, design, configure, test, deploy, and support Microsoft Dynamics 365/CRM solutions across sales, service and marketing. Gather requirements, produce specifications, assist testing and training, mentor junior consultants, support client communication, and contribute to business development and proposals.

The role involves managing outsourced accounting for nonprofits, leading teams, preparing financial reports, and improving operational efficiencies.

Manage outsourced accounting for construction clients, ensuring quality financial reporting, providing technical support, leading teams, and identifying operational improvements.

As a Manager in Accounting Advisory, you will oversee client teams, provide training, and manage financial reporting and consulting services in the healthcare sector.

Manage tax compliance engagements, communicate with clients, review tax work, provide training, and maintain technical expertise in tax areas.

The Senior Consultant will lead and deliver Microsoft D365 CRM solutions, manage client projects, and participate in business development activities.

Manage tax compliance engagements for high net worth clients, lead a team, and ensure timely communication and service delivery.

As an Outsourced CFO, provide strategic financial advising to nonprofit clients, ensuring financial reporting quality and overseeing multiple client engagements.