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 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 job offers the opportunity to work 100% remotely.
Responsibilities
- Manage a remote accounting team, including scope of work, job time budgets, and job profitability.
- Provide general advisory services to clients via scheduled remote meetings regarding the interpretation and use of 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 maintaining and fostering relationships within the real estate industry.
- Research and share knowledge of best practices related to clients' business concerns or interests.
- 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 embrace new technology, including various accounting software.
- Provide technical accounting assistance to clients and internal teams.
- Advise clients on process improvements within 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 in roles and responsibilities.
Knowledge, Skills, and Abilities
- Bachelor's Degree in Accounting.
- 8+ years of advanced, hands-on 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 embrace, adapt, and learn new technology, including various accounting software.
- Experience with Netsuite, Yardi, Appfolio, QuickBooks Online, and Sage Intacct preferred but not required.
- Proven ability to build and manage relationships.
- Professional certification (e.g., CPA, CMA) preferred but not required.
- Demonstrate adaptability and quick learning abilities.
Christine Villicana from Wipfli’s recruiting team will guide you through this process. Visit her LinkedIn page to connect!
#LI-HYBRID
#LI-CV1
Additional Details
- Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration regardless of 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. If needed, please email us at hr@wipfli.com.
- Wipfli offers various benefits to support employee well-being, including health plans, dental and vision coverage, HSA options, life and disability insurance, a 401(k) plan with profit sharing and matching, flexible time off, parental leave, and more. Benefits eligibility depends on role, hours, and location. Many positions are flexible for remote work; discuss your preferences with your recruiter.