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[Remote] Senior Manager, Accounting Advisory - Technology Clients

Remote role Full-time Open position

Note: The job is a remote job and is open to candidates in USA. Wipfli is a professional services firm dedicated to creating exceptional impact through its people. The Senior Manager, Accounting Advisory role involves leading client advisory engagements, driving change management initiatives, and building relationships with client executives to deliver tailored financial solutions.

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

Skills

  • Bachelor's degree in Accounting, Finance, or related field; Master's degree a plus
  • 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
  • Ability to analyze complex financial data and communicate insights clearly to stakeholders
  • Ability to travel up to 10%
  • CPA designation preferred
  • Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Netsuite, Sage Intacct, Microsoft Dynamics Business Central, and a demonstrated ability to embrace new technologies

Benefits

  • 8 health plan options (both HMO & PPO plans)
  • Dental and vision coverage
  • Opportunity to enroll in HSA with potential Firm contribution
  • Employee Assistance Program
  • 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
  • Travel rewards
  • Voluntary benefit offerings include critical illness & accident insurance
  • Hospital indemnity insurance
  • Legal
  • Long-term care
  • Pet insurance
  • ID theft protection
  • 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

Company Overview

  • Wipfli LLP is one of the top 20 accounting and consulting firms. It was founded in 1930, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 1001-5000 employees. Its website is http://www.wipfli.com.
  • Company H1B Sponsorship

  • Wipfli has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 5 in 2023, 6 in 2022, 7 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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