Client Engagement Associate Jobs in Milwaukee, WI

At Wipfli, people count

At Wipfli, 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. 

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Wipfli’s client accounting advisory practice is seeking a Manager with strong nonprofit accounting and controller-level advisory experience to join our purposedriven team. In this role, you’ll lead engagements, build trusted client relationships, and bring a curious, perceptive, and solutionsfocused mindset to help nonprofits strengthen their financial operations. You’ll collaborate closely with a supportive, highperforming team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.  This position can be worked remotely anywhere in the US!

Responsibilities:

• Review financial reporting packages and work papers for quality, completeness, and timely delivery.
• Prepare and analyze benchmarking data and key performance indicators to support client insights.
• Present completed reporting packages and findings to clients as directed.
• Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
• Provide technical accounting support to clients and their teams on complex issues.
• Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
• Lead and coordinate the efforts of US and offshore engagement team members, ensuring high-quality deliverables, efficient workflow management, and a consistent client experience.
• Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.

Qualifications: 

• Bachelor’s degree in Accounting, Finance, Business. 
• Demonstrated recent and in-depth experience with federal grant reporting and processing for nonprofit organizations, including Uniform Guidance compliance, required.
• 4–6 years of experience in public or private accounting. 
• 3+ years managing associates and/or teams. 
• Professional certification (e.g., CPA, CMA) preferred. 
• Proficiency in financial reporting and analysis. 
• Strong planning, prioritization, and organizational skills. 
• Strong project management and relationship-building skills, with a client-first mindset. 
• Excellent written, verbal, and presentation skills. 
• Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Sage Intacct and a demonstrated ability to embrace new technologies. 
• Demonstrated ability to influence others, promote constructive change, and develop team members. 
• Ability to travel up to 10% 

Christine Villicana from Wipfli’s recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! 

#LI-REMOTE 

#LI-CV1 

Additional Details:

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

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com  

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. 

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.