Wipfli

Senior Auditor - Financial Services (Insurance)

Wipfli$77K — $116K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or related field required; must meet CPA exam eligibility requirements.
  • CPA certification preferred; candidates pursuing CPA certification will be considered.
  • 1-3 years of accounting related experience required.
  • Ability to effectively plan, prioritize, and organize multiple tasks.
  • Adaptability to various client complexities in terms of people, processes, and systems.
  • Excellent verbal and written communication skills.
  • Willingness to travel to client sites up to 50%.

Responsibilities

  • Audit financial statements, quarters financial information, and clients' annual reports.
  • Participate in pre-audit planning to assess risk and design effective audit procedures.
  • Identify and research accounting and audit issues.
  • Test internal controls, policies, and procedures, and recommend improvements.
  • Perform audits following GAAS, GAAP, PCAOB, AICPA standards, and SOX compliance.
  • Build and maintain proactive relationships with clients and team members.
  • Teach and develop incoming staff and interns.

Benefits

  • 8 health plan options (both HMO & PPO), dental and vision coverage.
  • 401(k) savings plan with profit sharing and firm matching contributions.
  • Flexible time off, parental leave, and family care leave.
  • Education and certification assistance, plus wellness incentives.
  • Comprehensive employee assistance program (EAP) and life insurance coverage.
  • Voluntary benefits available, including critical illness and pet insurance.
Full Job Description
Overview

This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.

Responsibilities

Responsibilities:
  • Audit financial statements, quarterly financial information, and clients' annual reports.
  • Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
  • Identify accounting and audit issues and perform research to solve issues.
  • Responsible for testing internal controls, policies, and procedures and making recommendations.
  • Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX).
  • Proactively build relationships and communicate with clients and associates.
  • Teach, train, and develop incoming staff/interns.


Knowledge, Skills and Abilities

Qualifications:
  • Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam.
  • CPA certification preferred. Candidates actively pursuing CPA certification will be considered
  • Requires at 1-3 years of accounting related experience.
  • Ability to plan, prioritize, and organize work effectively on multiple tasks.
  • Adaptable to various levels of client complexities of people, processes, and systems.
  • Excellent verbal and written communication skills.
  • Ability to travel to client sites up to 50%

Mary Jo Ferris, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-Hybrid

#LI-MF1

Additional Details

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $77,000 to $116,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

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.

About Wipfli

Wipfli is a professional services firm that provides accounting, audit, tax, consulting, and technology services to businesses and organizations. The company was founded in 1930 and is headquartered in Madison, Wisconsin. Wipfli has over 2,500 employees and serves clients in various industries, including healthcare, manufacturing, construction, and nonprofit.
Learn more about Wipfli
Size
2,400 employees
Industry
Founded
1930

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