Financial services controller client services

At Wipfli, people count

Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.

People matter here and they feel it.

And we value curiosity. Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.

If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli!

WHAT YOU'LL DO

• The Outsourced Financial Services Controller provides general advisory services to clients through scheduled remote meeting regarding the interpretation and use of financial statements.
• Direct point of contact for client engagements
• Partners with CFO’s, finance directors, owners to maintain and foster relationships.
• Direct and frequent client interface
• Service and team management with oversight of the monthly financial statement close process with delivery of accurate and timely data and information.
• Provide technical accounting assistance in accordance with GAAP to clients and internal team.

WHAT WE SEEK

• Bachelor’s degree in accounting
• CPA preferred.
• Public accounting experience preferred.
• Experience providing advisory services to financial services and wealth asset management industries.
• Advisory level skill set that includes excellent oral and written communication skills
• Knowledge and experience with corporate and individual tax accounting
• 8+ years of advanced, hands-on full cycle accounting experience including financial statement preparation.
• Proven ability to build and manage relationships and work effectively within a team.
• Minimum of 3 years supervisory experience

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at

Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $85,000 to $160,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her at Christine Villicana | LinkedIn to connect!

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