Position: CAS Senior(4 to 7 years of accounting experience)Type: Full time Employee (FTE)CAS Senior provides business accounting services for the firm’s Accounting clients, including preparation of monthly financial statements, assistance with on-boarding (of clients) and conversions, performing detailed quality assurance checks for all clients and associates and communicates results to firm associates, ensuring the firm is proactively identifying opportunities and serving the client’s needs in accordance with company policies and procedures.Role and Responsibilities:• Reconcile major balance sheet accounts, in accordance with work scope, and prepare financial statements for client delivery.• Efficiently manage missing or incomplete information lists in conjunction with client deadlines• Communicate with job manager to discuss unusual items or variances noted• Identify efficiencies to be gained and additional client opportunities• Utilize PSA scheduling tool, time budgets,
and client deadlines to determinework order prioritization throughout the month• Self-manage schedule and allow time for unforeseen circumstances suchas review issues, associate training, missing information, client delays, etc.• Utilize critical thinking and outward mindset to both deliver service and collaborate with associates• Leverage other associates and administrative staff for back-office functions• Demonstrate curiosity to understand the client’s business operations and strategic goals. Prepare periodical financial statements for Wipfli’ s clients, ensure quality assurance with core accounting operations performed by the team• Perform compilation procedures in accordance with firm and professional standards as directed by engagement leaders.• Perform on-boarding of clients and conversion activities as directed by an onboarding and conversion specialist.• Further develop technical competency with GAAP, various accounting software systems used to provide accounting services, Parti