Drive change management initiatives to modernize service delivery.
Build and maintain trusted relationships with client executives.
Wipfli's people are core to everything they do, creating exceptional impact. They focus on relationships and encourage individuals to follow their own path, offering a career-defining opportunity.
Assist with budgeting, forecasting, and cash flow modeling.
Provide technical accounting assistance to clients and internal engagement teams.
Wipfli is a company where people count and strives to create exceptional impact and extraordinary results. They are focused on relationships and encourages each individual to follow their own path, offering a career-defining opportunity.
Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
RES Consulting is a growing CPA firm specializing in clients in the dental industry. They are looking for a Remote Client Relationship Manager/Senior Accountant to join the team.