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.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities:
- Respond to client and firm associate requests in a timely, accurate, positive and professional manner
- Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests
- Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
- Research tax issues
- Communicate with engagement leaders regarding open items or other important matters in a timely manner
- Adhere to prescribed budgets and deadlines
- Develop technical competency
Additional Responsibilities
- Recognize potential issues and/or opportunities in engagements and discuss with engagement leader
- Perform a limited number of tax return interviews as needed
- Provide technical assistance to clients
- Participate in core CPE programs
- Actively participate in community activities to develop positive relationships with community leaders and members
- Actively participate in firm sponsored events for assigned product line clients and prospects
Qualifications:
- 3+ years of job-related experience
- Bachelor's Degree in Accounting required
- CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
- Prior accounting experience in a public accounting firm required
- Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
- Manufacturing and retail distribution experience required
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #LI-Hybrid
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 [email protected].
What the Team is Saying
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Wipfli Compensation & Benefits Highlights
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Leave & Time Off Breadth — Flexible Time Off (unlimited-style PTO) and a broad menu of days off—such as wellness/floating days, paid volunteer time, and even sabbaticals—are highlighted across many roles. Hybrid/remote options further enable practical flexibility in scheduling time away.
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Parental & Family Support — Generous paid family leave is paired with family-formation benefits including adoption, surrogacy, and fertility services, plus medical travel and gender-affirming care. These offerings signal strong support for a wide range of family needs.
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Retirement Support — A 401(k) with company match alongside profit-sharing contributions is consistently advertised in current job materials. This pairing strengthens long-term savings beyond standard retirement plans.
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What We Do
Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "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.
Why Work With Us
At Wipfli, people count. 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. And we seek feedback openly, from all.
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Wipfli Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.
