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Wipfli LLP Manager, Accounting Services 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.

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

Wipfli recognized as 2021 Microsoft Nonprofit Partner of the Year (


The Manager of Accounting Services serves as the key “Trusted Advisor” for accounting and advisory clients with an industry focus. This position is accountable for the day-to-day financial reporting. This role also supports the business development and growth initiatives of the practice and is responsible for retaining talented associates through strong leadership and coaching/mentoring relationships.

Leadership and development of people

  • Advise/mentor other associates regarding clients’ accounting and/or tax situations

  • Coach/develop associates along their career path

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

    Client management

  • Provide onsite services as requested by client

  • Serve as the primary liaison between the client and the client’s tax preparer and other professional service providers.

  • Provide tactical operational and financial planning guidance to the client

  • Ensure efficient use of industry resources through workforce and technology planning

    Business Development

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

  • Identify and implement process improvements

  • Participate in special projects/committees

    Financial Expertise

  • Manage day-to-day financial reporting accuracy utilizing available tools to ensure efficient client workflow and on-time processing of client information

  • Review and compile management reporting packages

  • Perform analysis to determine borrowing base calculation

  • Prepare budgets, forecasts, and proactively communicate with CFO (internal or client)

  • Review workpapers and schedules to ensure audit readiness


  • Four-year degree in Accounting required

  • MBA preferred

  • 6-8 years of experience accounting working with clients in $1 to $10MM revenue

  • Industry experience highly preferred in either manufacturing, construction/real estate, and/or nonprofit

  • 2-3 years managing staff in pay for performance environment

  • Professional certification (CPA, CMA) desired

  • Ability to manage and motivate a team

  • Prioritization and focus in a high-paced, multitasking environment

  • Ability to apply self to learning and applying technical skills

  • Interest in personal and professional development and advancement

    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 $60,000-$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

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Job LocationsUS-MT-Billings | US-MT-Bozeman | US-MT-Great Falls | US-MT-Helena | US-MT-Kalispell | US-MT-Missoula

Job ID 2021-4289

Category Audit