Jobs at Wipfli - icims TEST

Lead partnership tax compliance and consulting engagements, review complex returns, evaluate partnership agreements and 704(b) accounts, manage and mentor tax staff, research Subchapter K issues, respond to tax authorities, maintain client relationships, and market tax-planning strategies while managing budgets and deadlines.

Serve as a strategic CFO-level advisor to tribal governments, leading accounting advisory engagements, driving change through technology and process improvement, overseeing client teams, analyzing financial performance, developing budgets/forecasts, ensuring compliance with governmental accounting and grants, mentoring staff, and delivering integrated financial solutions.

Lead outsourced accounting advisory engagements for construction clients, delivering controller-level financial reporting, WIP review, budgeting, cash flow modeling, technical accounting support, and process improvements while managing and mentoring US and offshore teams.

Lead and manage tax compliance engagements, plan and schedule work, serve as primary client tax contact, review tax workpapers and returns, supervise and train staff, communicate project status and opportunities, lead firm initiatives, and maintain technical tax expertise related to industry specialization.

Lead CFO-level advisory engagements for casino clients, modernize service delivery, manage multiple client teams, analyze financial KPIs, develop budgets/forecasts, drive process improvements, mentor staff, and provide strategic recommendations to improve profitability and cash flow.

Manage financial reporting and KPIs for skilled nursing clients, provide technical accounting support, assist budgeting/forecasting and cash flow modeling, onboard clients and implement systems, coach staff, collaborate with advisory teams, and identify opportunities to expand services.

Manage and coordinate tax compliance and advisory services for manufacturing and retail distribution clients. Review federal and multistate partnership returns, lead client relationships, research technical issues, participate in business development, and manage, train, and develop staff. Support preparation and review of tax provisions, depreciation schedules, property tax returns, client correspondence, and multi-disciplined account planning.

Lead and manage high-net-worth tax compliance engagements, plan and schedule work, review tax returns and work papers, serve as main client contact, provide training and supervision to staff, maintain technical tax expertise, and participate in firm initiatives while ensuring timely, proactive client communication.

Lead accounting advisory engagements for skilled nursing clients, delivering CFO-level strategic financial guidance, reviewing reporting, preparing budgets and forecasts, providing technical accounting support, identifying operational improvements, and managing and coaching onshore and offshore teams to ensure high-quality deliverables.

Manage outsourced controller engagements for physician practice clients: review reporting packages, prepare benchmarks, present findings, assist budgets/forecasts, provide technical accounting support, identify operational improvements, and lead US/offshore teams while coaching staff.

Provide financial advisory to Federally Qualified Health Centers by assessing finance operations, improving revenue cycle and cash flow, advising on Medicare/Medicaid reimbursement and PPS rates, configuring financial systems/EHRs, building executive client relationships, and leading implementation of operational and budgeting improvements.

Lead and manage audit, review, and compilation engagements for tribal clients. Oversee staffing, planning, budgeting, risk assessment, fieldwork, reporting, and team performance. Advise on complex accounting matters, GAAP/GASB compliance, train staff, and support business development and client relationships.

Lead and deliver Microsoft Dynamics 365 CRM implementations across sales, marketing, service, and operations. Architect, configure, test, deploy, and support solutions; manage project lifecycle, scope, risks, and client communication; mentor consultants; and support business development as a D365 subject matter expert.

Perform financial statement and quarterly audits, plan and test internal controls, identify and research accounting/audit issues, ensure compliance with GAAS/GAAP/PCAOB/AICPA/SOX, build client relationships, and train junior staff. Role requires client travel and hybrid work.

Reviews and delivers financial reports and KPIs for physician practice clients, supports budgeting, forecasting, cash flow modeling, and technical accounting. The role also manages and coaches staff, collaborates with advisory teams, helps onboard clients and new technology platforms, improves processes, and identifies opportunities to expand client services.

Consult with clients to define data and AI strategies, assess current state, build roadmaps, lead data architecture and governance initiatives, guide solution design and delivery, and provide technical leadership and presales support to drive enterprise data and AI transformations.

Provides finance partnership to practice and growth leaders through FP&A reporting, forecasting, profitability and pricing analysis, KPI development, dashboarding, business cases, and monthly financial reviews. The role translates financial results into operating actions, supports planning and staffing decisions, standardizes metrics, improves reporting through automation and AI-enabled tools, and identifies opportunities to improve profitability, cash conversion, resource deployment, and accountability.

Leads financial planning, budgeting, forecasting, management reporting, variance analysis, and long-range modeling. Supports board, sponsor, lender, and executive reporting while managing partner compensation planning and business cases for technology and transformation investments. Improves FP&A processes through automation, planning-system enhancements, dashboards, data governance, and AI-enabled analysis. Partners with accounting and data teams to reconcile results, standardize metrics, and strengthen forecasting and reporting workflows.

Supports revenue forecasting, budgeting, financial modeling, reporting, and performance analysis across practices and business segments. Prepares recurring reports on revenue, utilization, realization, margin, WIP, accounts receivable, write-offs, and backlog. Partners with accounting, billing, and business teams on close activities, M&A integration, reporting controls, dashboards, and recommendations that improve revenue performance and cash conversion.

Designs secure, scalable solutions integrating Dynamics 365, Dataverse, Power Platform, Azure, APIs, SQL, and third-party applications. Translates business needs into architecture, data models, integration patterns, technical requirements, and delivery plans. Provides technical leadership through implementation, testing, deployment, and lifecycle management while managing risks, mentoring developers, and aligning solutions with enterprise architecture standards.