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Senior Accountant, Outsourced Accounting - Real Estate Industry Clients

Wipfli

The Role

Overview

Manage financial reporting, month‑end close and ledger accuracy for real‑estate clients

Key Responsibilities

  • general ledger
  • month-end
  • financial reporting
  • workpapers
  • balance sheet
  • client workflow

Tasks

-Assist with complex general ledgers, identifying missing transactions and trends to ensure overall accuracy -Maintain and update the client procedure manual to ensure appropriate process documentation -Prepare and finalize month-end close -Assist in the development of best practices -Coordinate project tasks to ensure efficient client workflow -Prepare and/or review the initial draft of monthly reporting packages, including KPIs/metrics -Prepare and/or review work papers and schedules to ensure completeness and accuracy -Guide the review and approval of account classifications -Participate in cross-collaboration with other firm service lines, as applicable -Review balance sheets for accuracy and facilitate follow-up -Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints -Manage day-to-day financial reporting accuracy for assigned clients

Requirements

  • cpa
  • bachelor's
  • 5+ years
  • accounting software
  • problem solving
  • project management

What You Bring

-Excellent analytical and problem-solving skills -Proficient in accounting software and Microsoft Office Suite -Experience in the commercial real estate industry is preferred -Strong communication and interpersonal skills -Ability to project manage multiple tasks and meet deadlines -Bachelor's degree in Accounting, Finance, or a related field -Minimum of 5 years of accounting experience, with a focus on financial reporting and general ledger management -CPA certification preferred but not required -Strong understanding of accounting principles and month-end close processes

The Company

About Wipfli

-Focus on driving growth and efficiency in healthcare, financial services, and manufacturing. -Consultants and advisors provide tailored solutions with deep industry knowledge. -Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges. -Consistently recognized for high-quality results and long-term client relationships. -Optimize strategies, technology, and people for sustainable success.

Sector Specialisms

Nonprofits

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