Manager, Financial Reporting - Family Office Clients

Wipfli LLP • United States, United States • 19h ago

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

Review and deliver financial reports and KPIs.

Assist with budgeting, forecasting, and cash flow modeling.

Provide technical accounting assistance to clients and internal engagement teams.

Develop and coach staff and senior accountants.

Collaborate with advisory teams and external partners.

Identify opportunities to transition clients to higher-value services in collaboration with advisory teams.

Assist with onboarding new clients, including system setup and process documentation.

Monitor team KPIs and implement process improvements.

Support the integration of new technology platforms and train team members on system enhancements.

Knowledge, Skills and Abilities

Qualifications

Bachelor's degree in accounting, finance, or business required.

4-6 years of experience in public or private accounting

3+ years of managing associates and/or teams.

Professional certification (e.g.,MBA, CPA) preferred.

Ability to balance multiple projects simultaneously.

Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netwuite, Bill.com, Microsoft Office Suit and a demonstrated ability to embrace new technologies.

Strong interpersonal and relationship-building skills.

Excellent written, verbal and presentation skills

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!

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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 athr@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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Job LocationsUS

Job ID 2026-7841

Category Outsourced Accounting

Remote Yes

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