Manager, Transaction Advisory Services

Job Locations US-IL-Buffalo Grove | US-WI-Milwaukee
Job ID


Go Beyond the Ordinary. Join Wipfli LLP.


We are excited that you made the decision to consider joining Wipfli LLP. In doing so, you’ve decided to go beyond the ordinary public accounting and consulting firm. We hope that you find, in Wipfli LLP, the firm where you will meet all of your goals and aspirations in life and work. Guided by our mission statement, “To contribute to the success of our associates and clients”, we will contribute to your development of technical and soft skills, so you can ensure our clients are successful.

Since 1930, we have grown to be a thriving nationally known firm, with a local presence, and subject matter experts of a large firm. We will help our associates and clients -- and perhaps you --  thrive. All along, the Wipfli Way has guided us in making our associates and clients successful, and creating a culture that values relationships.

As we begin our relationship with you, we look forward to learning how we can help turn your ideas into realities, and how you will turn the challenges of our clients into opportunities for their success. To further explore more about The Wipfli Way and all we have to offer, please go to our website to learn more.



Wipfli is currently seeking a Manager of Transaction Support Services in our Chicago, Milwaukee, or Green Bay Offices. This role will be responsible for the continued growth of our Transaction Services.  This position will assist clients in performing due diligence and quality of earning analysis, and transaction/acquisition support. Transaction services proficiency or an audit background with exposure to M&A is preferred. The position provides advisory services, financial analytics and expertise to clients and members of the Transaction Services and Wipfli Corporate Finance (primarily) and Valuation Forensics and Litigation Support (secondarily) practices. Responsible for data gathering, analysis, assisting with marketing and business development, and preparing recommendations to clients.  


  • Manages transaction services engagements
  •  Support and strengthen private equity relationships
  •  Provide support to existing Wipfli clients that are acquisitive 
  • Analyze client financial data to identify trends, GAAP departures and operational characteristics
  •  Trains junior staff
  •  Participates in quality control
  •  Participate in networking and business development activities
  • Ability to travel – 25% to 50% of the time


  • Minimum of 4 years’ experience in financial statement audit, investment banking, private equity, corporate development or similar role
  • Bachelor's degree in accounting or finance
  • CPA required and CFA a plus
  • Proficient in the Microsoft Suite of products, especially Excel and Powerpoint
  • Strong oral and written communication skills
  • Strong analytical skills

Women, minorities, veterans and individuals with disabilities are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.


Our recruiting team will guide you through our evaluation and interviewing process. We will communicate an update on your status as soon as possible.


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