Estate manager [h1.location_city]

Wipfli Opportunity

At Wipfli, people count. Our people are core to everything we dothe 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. 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.

Responsibilities

Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.

Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.

Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.

Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements.

Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow.

Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions.

Develop client budgets and forecasts, offering consultative support on financial planning and strategy.

Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence.

Knowledge, Skills and Abilities

Bachelor's degree in Accounting, Finance, or related field; Master's degree a plus.

CPA designation preferred.

Minimum 8 years of relevant Public Accounting or industry accounting experience.

Proven success leading teams through organizational change and process improvement.

Strong project management and relationship-building skills, with a client-first mindset.

Experience managing remote teams and promoting collaboration across geographies.

Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com and a demonstrated ability to embrace new technologies.

Ability to analyze complex financial data and communicate insights clearly to stakeholders.

Ability to travel up to 10%.

Additional Details

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, 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 hr@wipfli.com.

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $142,000 to $213,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training / education, licensure, certifications, business needs, current associate pay, and relevant 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 offers flexible work arrangements for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.