[Remote] Manager, Accounting Advisory - Commercial Real Estate Industry
Note: The job is a remote job and is open to candidates in USA. Wipfli is a professional services firm that emphasizes the importance of its people in creating exceptional impact. They are seeking a CAS Advisory Manager to support commercial real estate clients by delivering high-quality financial reporting and insights, leading client engagements, and mentoring teams to enhance service delivery.
Responsibilities
- Review financial reporting packages and work papers for quality, completeness, and timely delivery
- Prepare and analyze benchmarking data and key performance indicators to support client insights
- Present completed reporting packages and findings to clients as directed
- Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms
- Provide technical accounting support to clients and their teams on complex issues
- Identify operational inefficiencies through client discovery sessions and recommend actionable improvements
- Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters
Skills
- Bachelor's degree in Accounting, Finance, or Business
- 4–6 years of experience in public or private accounting
- Tenured experience managing multi-entity ownership structures within the commercial real estate industry
- Proven client-facing experience presenting financial results and insights to owner, investor and lenders
- Familiarity with real estate KPI's, budgeting, forecasting, and performance analysis
- 3+ years managing associates and/or teams
- Proficiency in financial reporting and analysis
- Strong planning, prioritizing, and organizational skills
- Strong project management and relationship-building skills, with a client-first mindset
- Excellent written, verbal, and presentation skills
- Demonstrated ability to influence others, promote constructive change, and develop team members
- Ability to travel up to 10%
- Professional certification (e.g., CPA, CMA) preferred
- Preferred proficiency in industry accounting software, specifically, QuickBooks Online, Appfolio, Yardi, and a demonstrated ability to embrace new technologies
Benefits
- 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.
Company Overview
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