Accounting Specialist

Go Beyond the Ordinary. Join Wipfli LLP.
We are excited that you made the decision to consider joining Wipfli LLP, to go beyond the ordinary public accounting and consulting firm. We hope that you find, in Wipfli LLP, the firm where you will meet all of your goals and aspirations in life and work. Guided by our mission statement, “To contribute to the success of our associates and clients”, we will contribute to your development of technical and soft skills, so you can ensure our clients are successful.
Since 1930, we have grown to be a thriving national firm, with a local presence, and subject matter experts of a large firm, to help our associates and clients, and perhaps you, thrive. All along, the Wipfli Way has guided our associates making our associates and clients successful, and creating a culture that values relationships.
As we being our relationship with you, we look forward to learning how we can help turn your ideas into realities, and how you will turn the challenges of our clients into opportunities for their success. To further explore more about Wipfli Way and all we have to offer, please go to our website to learn more.
Position Overview
Wipfli LLP is seeking an Accounting Specialist to work out of our Bozeman office.

The Payroll /ACA Reporting Specialist provides business services for the firm’s clients on a more independent basis, ensuring delivery is timely, accurate and serves the client’s needs, in accordance with company policies and procedures.

Responsibilities:

Enter, process, and reconcile client transactions on a regular and timely basis.

Prepare reports as appropriate in accordance with firm and professional standards as directed by engagement leaders.

Actively participate in on-boarding new clients.

Continue to develop technical competency according to applicable guidelines/regulations and with the various software systems used to provide the services.

Respond to client and firm associate requests in a timely, accurate, positive and professional manner.

Communicate proactively with other firm associates regarding open items, problems, or other important matters in a timely manner.

Adhere to prescribed policies, time budgets and deadlines.

Prepare correspondence related to client engagements under supervision as appropriate.

Participate in core CPE programs.

Develop a familiarity with Wipfli service offerings with the intent of applying that knowledge towards identifying additional client opportunities.

Actively participate in community activities to develop positive relationships with community leaders and members.

Assist the team in special projects as appropriate.

Qualifications:

Associate Degree in related field or equivalent combination of education and work experience.

Working towards CA, Professional Bookkeeper (PB), Certified Bookkeeper (CB), or Certified Payroll Professional (CPP) designation preferred, or equivalent work experience, as appropriate.

Small business accounting software (such as QuickBooks ProAdvisor) certification as appropriate (not required at the time of hire, but must be completed within first year of service) as needed.

1-3 years job related experience

Ability to plan, prioritize, and organize work effectively

Ability to balance many projects simultaneously

Ability to work under pressure and time deadlines

Ability to analyze data and recommend solutions

Strong written and verbal communication skills

Proficient in Microsoft Word, Microsoft Excel, Adobe, Outlook, and position specific software applications as appropriate.

Women, minorities, veterans and individuals with disabilities are encouraged to apply.

Our recruiting team will guide you through our evaluation and interviewing process. We will communicate an update on your status as soon as possible.

The recruiting team member guiding you through this process will be Jerry Ollmann. Jerry joined Wipfli in 2007 and he is based in our Northern Region.

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