Overview
At Wipfli, people count.
Our people are core to everything we do—the catalyst behind our ability to create exceptional impact and results.
We believe in flexibility, focus on relationships, and encourage individuals to follow their own paths.
People truly matter and feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This job offers the opportunity to work 100% remote.
Responsibilities
- Manage a remote accounting team, including scope of work, job time budgets, and profitability.
- Provide general advisory services to clients via scheduled remote meetings regarding financial statements.
- Serve as the direct point of contact for real estate investment client engagements.
- Partner with clients from private equity, joint ventures, and other investors, focusing on the real estate industry.
- Research and share knowledge of best practices relevant to each client’s business concerns.
- Calculate investor returns, budget/forecast asset performance, and prepare financial data for loan covenants.
- Advise on cash flow, debt structure, and leverage.
- Leverage data analytics and new technology, including various accounting software.
- Provide technical accounting assistance to clients and internal teams.
- Advise clients on process improvements in their accounting departments and internal controls.
- Meet with investors to review management reports and key performance indicators.
- Prepare financial data for loan covenants, if applicable.
- Mentor and train direct reports to support their growth.
Knowledge, Skills, and Abilities
- Bachelor's Degree in Accounting.
- 8+ years of full-cycle accounting experience, including financial statement preparation within the Real Estate industry.
- Previous public accounting experience preferred.
- Minimum of 2 years supervisory experience.
- Ability to quickly learn new technology and accounting software.
- Experience with Netsuite, Yardi, Appfolio, QuickBooks Online, and Sage Intacct preferred but not required.
- Proven ability to build and manage relationships.
- Professional certifications (e.g., CPA, CMA) preferred but not required.
- Ability to adapt and learn quickly.
Christine Villicana from Wipfli’s recruiting team will guide you through this process. Visit her LinkedIn profile to connect!
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Additional Details
- Wipfli is an equal opportunity employer. All candidates will be considered without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or other protected characteristics.
- We are committed to providing reasonable accommodations for people with disabilities. Please contact us at hr@wipfli.com if needed.
- We offer various benefits including health plans, dental and vision coverage, HSA options, life and disability insurance, 401(k) with profit sharing and matching, wellness incentives, education and certification assistance, flexible time off, family and parental leave, and more. Benefits eligibility depends on position and location. Many roles are remote-friendly; discuss your preferences during the interview process.