Senior Auditor - Financial Services (Insurance)

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.
• 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.

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%.

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program

Pay

• The estimated base pay range for this role is $72,900 to $109,300 with offers typically not made at the maximum, allowing for future salary increases.

Schedule

• This role requires a hybrid work arrangement. Associates regularly work in a Wipfli office, from home and at client sites. Client sites can vary locally, regionally, or nationally depending on the industry alignment.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite.

Benefits

• Health Plan Options
• Dental and Vision Coverage
• HSA Enrollment Opportunity
• Employee Assistance Program
• 401(k) Savings Plan with Firm Matching Contribution
• Profit Sharing
• Flexible Time Off
• Family Care Leave
• Parental Leave
• Family Formation Benefits
• Cell Phone Reimbursement
• Travel Rewards
• Voluntary Benefit Offerings
• Critical Illness & Accident Insurance
• Legal Protection
• Long-Term Care Insurance
• Pet Insurance
• ID Theft Protection
• Supplemental Life/AD&D

Pay

• 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.

Schedule

• This role requires a hybrid work arrangement. Associates regularly work in a Wipfli office, from home and at client sites. Client sites can vary locally, regionally, or nationally depending on the industry alignment.