Senior Accountant, Assurance

Wertz & Associates; Town of Brookfield (WI); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Great Place to Work® certified firm

Mentorship program and career growth

Hybrid schedule and flexible work

Job summary

Wertz & Associates, a Brookfield, Wisconsin-based professional services firm, seeks a Senior Accountant in Assurance with 1–3 years in public accounting. This hybrid role offers engagement leadership, client interaction, and a path toward CPA certification.

Base salary ranges from $75,000 to $95,000 with bonus opportunities and a strong emphasis on mentoring and career development within nonprofit and business client work.

Qualifications

• Bachelor's Degree in Accounting or related field.
• 1–3 years of public accounting experience.
• Experience with audit, accounting, or assurance engagements.
• Strong analytical and organizational abilities.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Assist with audits, reviews, compilations, and agreed-upon procedures engagements.
• Serve as in-charge on assigned engagements.
• Coordinate client communications and engagement timelines.
• Prepare audit documentation and supporting workpapers.
• Identify accounting issues and recommend practical solutions.
• Prepare financial statements and related disclosures.
• Research accounting and assurance issues.
• Assist with tax and advisory projects.

Skills

Analytical skills

Organizational skills

Communication skills

Time management

Education

Bachelor's Degree in Accounting or related field

Job description

Senior Accountant, Assurance

Audit & Assurance | Nonprofit Expertise | Career Development | Great Place to Work®

Compensation: $75,000–$95,000 Base + Bonus Opportunity + Career Advancement Path

Location: Brookfield, Wisconsin
Schedule: Flexible Hybrid

Our client, a growing and highly respected professional services firm recognized as a Great Place to Work®, is seeking a talented Senior Accountant to join its Assurance team in Brookfield.

This is more than a traditional audit role.

It's an opportunity to gain hands‑on experience across a variety of industries, work directly with nonprofit organizations and business clients, develop strong client relationships, and continue building the technical and leadership skills necessary for long-term success in public accounting.

The firm is committed to investing in its people through personalized mentorship, continuous learning opportunities, and a collaborative culture that encourages professional and personal growth.

Why This Opportunity Stands Out

• $75,000–$95,000 base salary
• Performance-based bonus opportunities
• Great Place to Work® certified firm
• Diverse exposure to audit, accounting, and tax engagements
• Significant nonprofit industry experience
• Personalized mentoring and career development
• Opportunity to act as in-charge on engagements
• CPA support and professional development resources
• Strong leadership accessibility
• Clear advancement path toward Assurance Supervisor and Manager
• Collaborative and growth-oriented culture

Exceptional candidates with nonprofit audit experience, CPA progress, or prior in-charge engagement experience may be considered above the posted compensation range.

About the Firm

Our client is a leading accounting, consulting, and advisory firm serving businesses, nonprofit organizations, entrepreneurs, and individuals throughout Wisconsin and beyond.

The firm provides services including:

• Audit & Assurance
• Reviews & Compilations
• Tax Planning & Compliance
• Advisory Services
• Outsourced Accounting
• Business Consulting

Known for its people-first culture and commitment to professional growth, the firm provides employees with meaningful opportunities to develop both technical and leadership skills.

The Opportunity

As a Senior Accountant within the Assurance practice, you'll take an active role in managing client engagements while gaining exposure to technical accounting, audit, bookkeeping, and financial reporting responsibilities.

You’ll develop expertise in:

• Financial Statement Audits
• Reviews & Compilations
• Nonprofit Organizations
• Financial Reporting
• Internal Controls
• Bookkeeping & Accounting Services
• Tax Compliance
• Client Relationship Management
• Leadership Development

This role offers outstanding variety and exposure for professionals looking to broaden their public accounting experience.

Key Responsibilities

Audit & Assurance

• Assist with audits, reviews, compilations, and agreed-upon procedures engagements
• Serve as in-charge on assigned engagements
• Coordinate client communications and engagement timelines
• Prepare audit documentation and supporting workpapers
• Identify accounting issues and recommend practical solutions

Financial Reporting

• Prepare financial statements and related disclosures
• Analyze accounting records and financial information
• Research accounting and assurance issues
• Support compliance with applicable reporting standards
• Assist with technical accounting matters as needed

Tax & Advisory Support

• Prepare moderate to complex income tax and informational returns
• Organize supporting tax documentation
• Conduct tax and accounting research
• Assist with special projects and advisory engagements
• Help identify opportunities to add value to client relationships

Bookkeeping & Client Accounting Services

• Assist clients with monthly, quarterly, and annual bookkeeping needs
• Record and classify financial transactions
• Prepare payroll, sales tax, and local tax filings
• Draft financial reports and account reconciliations
• Create and maintain fixed asset schedules and depreciation calculations

Leadership & Professional Development

• Train and mentor interns and entry-level staff
• Provide engagement feedback and guidance
• Participate in mentoring and career development initiatives
• Continue progressing toward CPA certification
• Develop supervisory and leadership skills

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 1–3 years of public accounting experience
• Experience with audit, accounting, or assurance engagements
• Strong analytical and organizational abilities
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities and deadlines

Who Thrives Here?

The ideal candidate:

• Enjoys working directly with clients
• Wants broad exposure across audit, tax, and accounting services
• Takes pride in producing high-quality work
• Enjoys mentoring newer professionals
• Values continuous learning and development
• Wants a clear path toward leadership
• Appreciates a collaborative team environment

Benefits

• Competitive compensation package
• Performance bonus opportunities
• Comprehensive healthcare options
• Retirement savings programs
• Paid time off and holidays
• CPA support and continuing education
• Mentorship and career coaching
• Professional development opportunities
• Great Place to Work® culture
• Strong advancement opportunities
• Team-oriented and collaborative environment

What Makes This Opportunity Different?

Many Senior Accountant opportunities focus on one area of public accounting.

This role offers exposure to multiple disciplines.

You’ll participate in assurance engagements, financial reporting, bookkeeping services, tax projects, and client advisory work while receiving mentorship from experienced professionals committed to your success. The breadth of experience and visibility offered in this role creates an ideal foundation for future advancement into supervisory and management positions.

About Our Client

Our client is a growing professional services firm dedicated to helping clients, employees, and communities thrive. Through a commitment to exceptional service, professional development, and a collaborative culture, the firm has earned recognition as a top workplace and continues to attract ambitious accounting professionals looking to build rewarding long-term careers.

Employees benefit from hands‑on learning, strong mentorship, meaningful client interaction, and opportunities to advance within a firm that genuinely invests in its people.