Note: The job is a remote job and is open to candidates in USA. Wipfli is a company that values its people and offers a career-defining opportunity. They are seeking a CAS Advisory Manager to support commercial real estate clients by delivering high-quality financial reporting, project-level insights, and performance analysis to drive informed business decisions. The role involves leading client engagements, overseeing financial operations, and mentoring teams while collaborating with both domestic and overseas resources.
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 coach staff and senior accountants, providing guidance on accounting and financial reporting matters
Skills
- Bachelor's degree in Accounting, Finance, or Business
- 4–6 years of experience in public or private accounting
- Tenured experience managing multi-entity ownership structures within the commercial real estate industry
- Proven client-facing experience presenting financial results and insights to owner, investor and lenders
- Familiarity with real estate KPI's, budgeting, forecasting, and performance analysis
- 3+ years managing associates and/or teams
- Professional certification (e.g., CPA, CMA) preferred
- Proficiency in financial reporting and analysis
- Strong planning, prioritizing, and organizational skills
- Strong project management and relationship-building skills, with a client-first mindset
- Excellent written, verbal, and presentation skills
- Demonstrated ability to influence others, promote constructive change, and develop team members
- Ability to travel up to 10%
- Professional certification (e.g., CPA, CMA) preferred
- Preferred proficiency in industry accounting software, specifically, QuickBooks Online, Appfolio, Yardi, and a demonstrated ability to embrace new technologies
Benefits
- 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.
- 8 health plan options (both HMO & PPO plans)
- Dental and vision coverage
- Opportunity to enroll in HSA with potential Firm contribution
- Employee Assistance Program
- 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
- 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.
Company Overview
Wipfli LLP is one of the top 20 accounting and consulting firms. It was founded in 1930, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 1001-5000 employees. Its website is http://www.wipfli.com.Company H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 5 in 2023, 6 in 2022, 7 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.