Under the direction of a Manager, the Assistant Manager works on client deliverable
in a timely fashion, with the expected quality in accordance with company policies
and procedures. The Assistant Manager works closely with the team to deliver the
collective output to the client in a timely manner. He also coaches the junior/senior
staff to improve their skills, quality and competencies. Responsible for review of
Financial Statements and preparation of some of the complex financials. Team's task
planning, reviews, best practices, client onboarding, etc.
Note: This is a leadership role. The candidates should have experience and exposure to
most of the areas mentioned in the responsibilities and expectation section below.

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 clear 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 towards
common objectives.
• Work as a performance coach to develop the skills required to go up in the value
chain.
• Train the staff in multiple core skills, processes, tools, etc.
• Participate in operational support activities related to the practice/team appraisals
and 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 professional
skepticism.
• Ability to present a professional appearance and demeanor.
• Ability to be flexible with scheduling to meet workflow demands.
• Proficiency in Word, Excel, Adobe, PPT, Outlook and one or more accounting
packages such as QBO, Intacct, Bill.com, MIP Abila and Business Central etc.

Role Expectations:
• Work on the assigned client or organizational audit/accounting work to produce
the expected result in a timely manner.
• Have regular interactions with the clients, seniors, and other office counter parts
to collaborate on multiple tasks.
• Communicate work plan status and issues for both client and Senior Specialists.
• Coach and guide the assigned seniors on advanced accounting practices &
methodologies, financial statement preparation.
• Meet the communication and documentation standards to produce the expected
and related work.
• Participate in improving the processes, practices, tools & systems.
• Participate in advisory initiatives.
• Collaborate with other team members to assist them with the deliverables or
dependencies.
• Preparation & review of complex financial statements/audit areas.
• Pro-active engagement with the clients and managers on growth, expansion and
advisory areas.
• Participate in staffing planning, practice related activities, hiring, etc.
• Team management: Task allocation, tracking, reviews, coaching, issue resolution.

Knowledge, Skills and Abilities Required:
• Experience of financial statement reviews, preparation of complex statements.
• QuickBooks ProAdvisor certification is a plus but not required at the time of
interview and hire (will be required to be obtained after starting).
• At least 6 years of job-related experience in the public accounting field with an
emphasis on U.S. GAAP accounting specifically related to small to mid-size
businesses or at least 6 years of job-related experience as a controller for a small to
mid-size U.S. company.
• Recent QBO or Intacct similar accounting package experience.
• Should have a good familiarity with software tools and systems.
• Prior supervisory training experience, prior accounting software experience, prior
business management experience
• Experience Deferred revenue and Revenue recognition
• Preparation and Review of work Papers periodically
• Experience in Prepaids, Accruals, Intercompany accounting

Project Management:
• Train the staff in multiple core skills, processes, tools, etc.
• Participate in operational support activities related to the practice/team appraisals
and 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.