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Wipfli LLP Senior Manager (Financial Accounting Solutions Team) in Missoula, 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.

Check out our Glassdoor Reviews ( to hear what people are saying about employment at Wipfli!


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

  • Maintain the primary direct relationship with assigned clients, meeting with each client at least quarterly

  • Review budgeting & forecasting, cash flow and other strategic financial planning with the client to identify trends and areas of concern

  • Act as the primary client ally in relationships with client’s professional Center of Influence (COI) team (e.g. attorney, insurance and financial experts, banks, etc.) to ensure that vendors have the client’s best interests in mind

  • Provide operational assistance through integrated resource and performance planning, solutions implementation, and collaboration with other business areas (such as marketing & sales, HR, technology)

  • Provide individual client budgeting, resource management, consulting, and ongoing mentoring

  • Develop and use KPIs/metrics in discussions

  • Provide onsite services as requested by client

  • Coordinate the preparation of necessary board meeting materials and attend meetings to present findings

  • Prepare client business plans

  • Assist client in maintaining profitability

  • Actively participate in growth initiatives through business development, assessment, or impact pricing efforts

  • Act as a liaison with new firms acquired through mergers and acquisitions to help acclimate into Wipfli’s culture

  • Participate in special projects/committees


  • Four Year Degree in Accounting required

  • Professional certification - CPA required

  • 7+ years of experience in public accounting working with clients in $1 to $10MM revenue

  • 3+ years of leadership experience

  • Strong technology skills

  • Strong interpersonal skills and relationship building skills

  • Strong interpersonal skills and relationship building skills

  • Ability to influence others

  • Strategic thinking

  • Ability to develop self and others

  • Ability to promote and manage constructive change

    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 $88,000-$120,000.

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

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

Job ID 2020-3598

Category Audit