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Wipfli LLP Audit Manager - Financial Institutions in Helena, Montana

At Wipfli, people count

Our people are core to everything we do — the 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. And we seek feedback openly, from all.

People matter here and they feel it.

And we value curiosity. Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.

If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.


• Respond to client and firm associate requests in a timely, accurate, positive and professional manner. • Participate in and provide leadership for firm initiatives and projects. • Plan and schedule engagement fieldwork with clients and firm resources. • Lead and manage audit, review, and compilation engagements in accordance with firm and professional standards, within budget and deadline expectations. • Perform detailed reviews of workpapers completed by other associates. • Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner. • Review financial statements and footnotes, management reports, executive reports, and other requested deliverables. • Provide training, direction, and supervision to staff and senior accountants. • Develop and attain a comprehensive understanding of services provided by the firm.

Additional Responsibilities: • Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc. • Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc. • Perform client billing. • Lead multi-disciplined client service teams for account planning • Research and communicate with client and firm personnel regarding complex accounting matters. • Actively participate in community activities and organizations to develop and maintain positive business relationships with community leaders and members. • Complete audit, review, and compilation procedures for complex areas and transactions. • Prepare and review client correspondence (letter, e-mail, etc.). • Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects.


  • Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience

  • CPA certification required in the respective state in which they are practicing

  • Requires at least five years of job related experience in public accounting

  • Requires prior supervisory experience

    Wipfli supports Equal Pay for all. In addition, in the State of Montana, we are committed to Equal Pay for Women in accordance with Executive Order 12-2016. The pay range for this role is $66,000-$90,000.

    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. #LI-KH1

    Kristin Kallies, from our recruiting team, will be guiding you through this process. Visit herLinkedIn ( page to connect!

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Job LocationsUS-MT-Missoula | US-MT-Billings | US-MT-Helena | US-MT-Bozeman

Job ID 2022-4692

Category Audit