✦ Luna Orbit — Finance & Accounting

Senior Manager, Accounting Advisory - Technology Clients

at Wipfli

📍 Remote, US Remote 💰 $142K – $195K USD / year Posted March 09, 2026
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Position Details

Salary $142K – $195K USD / year
Type Full-Time
Experience mid
Exp. Years 8+ years
Education Bachelor’s degree in Accounting, Finance, or related field
Category Finance & Accounting

About this role

Lead client advisory engagements in finance and accounting, focusing on strategic financial insights, operational guidance, and process improvements for a remote client base.

Key Responsibilities

  • Lead client engagements
  • Deliver financial insights
  • Manage teams
  • Oversee financial reporting
  • Drive process improvements

Technical Overview

Expertise in accounting software, financial analysis, reporting, and compliance, supporting operational excellence and client success.

Ideal Candidate

The ideal candidate is an experienced accounting professional with at least 8 years in public or industry accounting, holding a CPA, and skilled in financial analysis, reporting, and team leadership. They should be adept at managing remote teams and implementing process improvements.

Must-Have Skills

Bachelor’s degree in Accounting or FinanceCPA designationMinimum 8 years of relevant experienceExperience leading teamsProficiency in accounting software (IntaactQuickBooksNetsuiteBill.com)

Nice-to-Have Skills

Experience managing remote teamsFinancial planning and strategyProcess improvementFinancial KPIs analysis

Tools & Platforms

IntaactQuickBooks OnlineNetsuiteBill.com

Required Skills

AccountingFinanceCPAFinancial AnalysisFinancial ReportingBudgetingForecastingIntaactQuickBooks OnlineNetsuiteBill.com

Hard Skills

AccountingFinanceCPAFinancial AnalysisFinancial ReportingKPIsBudgetingForecastingIntaactQuickBooks OnlineNetsuiteBill.com

Soft Skills

Client Relationship ManagementAnalytical ThinkingCommunicationTeam LeadershipOperational ExcellenceChange Management

Certifications

Required

CPA

Industry & Role

Industry Finance
Job Function Finance and accounting advisory leadership

Keywords for Your Resume

Senior ManagerAccounting AdvisoryFinanceCPAFinancial AnalysisFinancial ReportingBudgetingForecastingIntaactQuickBooks OnlineNetsuiteBill.comRemoteClient RelationshipsChange ManagementTeam Leadership

Deal Breakers

Lack of CPA certification, Less than 8 years of experience, No experience with key accounting software, Inability to work remotely

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