Client Advisory Senior Accountant (Nonprofit)

Wegner CPAs; Madison (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Wegner CPAs in Madison, WI, is seeking an experienced accountant to manage multiple nonprofit client engagements, ensuring GAAP-compliant financial reporting and timely processing of transactions. You will coordinate with tax teams, auditors, and clients’ service providers, supervising A/P, A/R, and Payroll staff.

The role requires 3–5 years of accounting experience, nonprofit exposure, and strong Excel skills. Public accounting and CPA are a plus but not required; on-site work in Madison.

Qualifications

• Associates or Bachelor's Degree in Accounting.
• 3-5 years of accounting or related experience.
• Experience with nonprofit accounting is required.
• Public accounting experience preferred but not required.
• CPA preferred but not required.
• Proficient with Microsoft Excel and Office.
• Familiarity with general ledger software and GAAP.

Responsibilities

• Manage day-to-day accounting reporting accuracy for assigned clients.
• Utilize Bill.com, Sage Intacct, and QuickBooks for timely processing of client transactions.
• Coordinate flow of information with the tax team, outside auditors, and clients' other professional service providers.
• Coordinate the work product of the A/P, A/R, and Payroll Specialists assigned to the engagement.
• Monitor client cash flows; maintain required schedules.
• Approve each Bill.com bill before release to the client for approval.
• Prepare bank and other balance sheet reconciliations.
• Perform and complete clients' daily and monthly transactions and month-end closings.
• Review and approve transaction coding for general ledger account classifications.
• Prepare and organize appropriate workpapers.
• Review the general ledger for missing transactions and overall accuracy.
• Maintain documented accounting procedures to ensure accurate and timely financial statements for assigned clients.
• Prepare interim financial statements, including supplementary schedules, if needed.
• Develop technical competency with GAAP
• Build and maintain client relationships throughout engagements providing outstanding customer service.
• Initiate regular communication with and weekly reporting to engagement leaders for each client engagement.

Skills

GAAP knowledge

Client relations

Attention to detail

Education

Associate or Bachelor's Degree in Accounting

Tools

Bill.com

Sage Intacct

QuickBooks

Excel

Job description

Wegner CPAs in Madison, WI, is seeking an experienced accountant to manage multiple nonprofit client engagements, ensuring GAAP-compliant financial reporting and timely processing of transactions. You will coordinate with tax teams, auditors, and clients’ service providers, supervising A/P, A/R, and Payroll staff.

The role requires 3–5 years of accounting experience, nonprofit exposure, and strong Excel skills. Public accounting and CPA are a plus but not required; on-site work in Madison.