Manager, Accounting Services

Wipfli LLP Rockford , IL 61101

Posted 2 months ago


Create lasting, positive impact.

By considering Wipfli LLP, you've decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.

Wipfli has a broad national footprint with offices coast to coast and we're still growing! As an associate, you'll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. You'll also have the flexibility and technology to work wherever you are, whether it's at home or in our clients' offices, or switching Wipfli offices if you're looking to move across the country.

Join a company focused on giving back to the greater good at Wipfli, we're committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit

Wipfli LLP is currently seeking an Accounting Services Manager in the Rockford, IL Office. Under the direction of a Partner or Senior Manager, the Manager is focused on leading & managing client and/or staff relationships and delivery of business advisory services to clients in accordance with leading practices or client preference, and in accordance with company policies and procedures.


  • Lead & manage business advisory engagements within budget (may include developing a budget for) and deadline expectations

  • Identify, respond to, and resolve client issues working directly with client, or in collaboration with other accountant

  • Manage expectations effectively through clear and continuous communication with the client and/or other accountants

  • Communicate advice and answer questions of other Wipfli associates relating to clients' accounting situations

  • Review of financial reports, preparation of budget, KPI and other management reports

  • Develop strategies and plans for new client opportunities

  • Ensure high quality of delivery and satisfied clients

  • Management and supervision of Accounting staff as well as staff and technology resource planning & management

  • Provide training, direction, supervision and mentoring to other firm associates, as applicable

  • Pursue advancement in business consulting & advisory skills as well as advancement in "soft skill" competencies

  • Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm

Additional Responsibilities

  • May serve as performance coach for 1-5 associates

  • Participate in and provide leadership for firm initiatives and projects

  • Perform and/or support client billing and collections

  • Actively participate in community/ firm activities to develop positive relationships with community leaders and members


Minimum Education Requirements

  • Bachelor's Degree in Accounting, Finance, or Business

Certification and Licensing

  • None

Previous Experience

  • Requires 5-10 years of job related experience

Specific experience required

  • Management experience of other staff members

  • Prior public accounting experience or controller position

  • Client relationship management in similar accounting setting

  • Experience making recommendations to management

Experience preferred but not required:

  • Business Development 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 work independently

  • Ability to analyze data and recommend solutions

  • Ability to manage and motivate associates and resolve conflicts

  • Ability to identify, address and resolve client concerns

  • Ability to maintain client confidentiality, personal objectivity and professional skepticism


  • Requires accurate and effective writing and verbal communication to convey information to firm associates and client personnel, including boiling technical matters and jargon into plain English


  • Proficient in Word, Excel, Adobe, and Outlook and some or all of the following software applications: document management system and accounting packages such as QuickBooks, QBO, Intacct, etc.

Work Relationship and Scope

  • Position will report to the Performance Coach for priority setting and direction. Works closely with clients and firm administration to complete responsibilities. Networks with prospective and current clients, business organizations, and business and community leaders.

Working Conditions

  • Work is generally performed in a pleasant office setting

  • Work can be performed at client site or remotely

  • Position will work approximately 40-45 hours per week

  • Light lifting (less than 10 pounds)

  • Occasional moderate activity requiring walking and/or bending

  • Uses personal vehicle to travel as needed (approximate distance varies)

  • Occasional over-night travel may be required

This position description outlines the general nature and level of work performed by associates assigned to this position. "Essential responsibilities" describe those functions considered essential to the performance of the job. This position description does not state or imply that these are the only responsibilities assigned to the job. Associates may be required to perform other job-related responsibilities as requested by leadership. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability

Recruiting Process

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 is Dan Anderson, and you can find him on LinkedIN Here. He is based in our Rockford, IL office and looks forward to guiding you through this process.

Follow Wipfli LLP through social media and online at the links below.

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 identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

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Manager, Accounting Services

Wipfli LLP