Role and Responsibilities:
- Primary focus of this role is reviewing other’s work and analysis.
- In the process of learning to review and finalize work prepared by other associates.
- Look for errors in completeness and accuracy as well as training opportunities for the preparation team to be more effective in the future.
- Provide feedback and transparent instructions regarding what the errors were and how they can be fixed. Document feedback in the review notes tool.
- Wrap up the project and ensure all files, supporting documents, and signoffs are complete as appropriate.
- Communicate items of interest and conclusion of analysis on reported numbers.
- Offer best practices in classification and supporting documentation.
- Provide ongoing attention to the sufficiency of transactional documentation.
- Able to service complex projects with minimal instruction or guidance.
- Calculate and prepare metrics such as key performance indicators (KPI's) and dashboards for client use.
- Directly manage the team and upward manage the job manager via recurring check-in meetings and discussion.
Additional Responsibilities:
•Collaborate with the team to address their needs in a timely manner.
• Learn Wipfli Way to enhance team collaboration and collectively work towardscommon objectives.
•Work as a performance coach to develop the skills required to go up in the valuechain.
•Train the staff in multiple core skills, processes, tools, etc.
•Participate in operational support activities related to the practice/team appraisalsand goal setting of assigned associates.
•Assist in issue resolutions, improve collaboration among the teams, etc.
•Ability to work independently under tight time schedules.
•Ability to analyze data and recommend solutions.
•Ability to identify, address and resolve client concerns.
•Ability to maintain client confidentiality, personal objectivity, and professionalskepticism.
•Ability to present a professional appearance and demeanor.
•Ability to be flexi