• Accounting Transaction Specialist

    Job Locations US-ME-South Portland
    Job ID
  • Overview

    Create lasting, positive impact.

    By considering Wipfli/Macpage, you’ve decided to go beyond the ordinary public accounting and consulting firm. At Wipfli/Macpage, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.

    Wipfli/Macpage has a broad national footprint with offices coast to coast — and we’re still growing! As an associate, you’ll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. You’ll also have the flexibility and technology to work wherever you are, whether it’s at home or in our clients’ offices, or switching Wipfli offices if you’re looking to move across the country.

    Join a company focused on giving back to the greater good — at Wipfli/Macpage, we’re committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit wipfli.com.

    The accounting firm of Wipfli/Macpage is seeking an Accounting Transaction Specialist to work out of the South Portland, ME office and to lead and manage outsourced accounting engagements for clients inside and outside the firm’s geographic footprint. This individual will establish and maintain valuable client relationships with assigned clients in our Financial Accounting Outsourcing (FAO) service line.


    • Manage assigned client service engagements
    • Ability to prioritize and focus in a high-paced, multi-tasking environment
    • Ability to quickly learn and use new technology software applications
    • Excellent communication skills via telephone, video conference, email and in all other formats as required by frequent client and customer interactions
    • Processing of vendor bills received for payment through various Accounts Payable software platforms
    • Review of monthly accounts payable ledgers for missing routine bills
    • New vendor set-up, W-9 administration, and 1099 report preparation
    • Client invoice preparation and transmission to customers
    • Posting customer payments received
    • Downloading and general ledger coding of bank and credit card transactions
    • New hire payroll setup and communications
    • Download of payroll transactions processed by third-parties
    • Provide assistance to client staff relating to client’s back office services
    • Assist client with compliance areas associated with back office services
    • Implement client best practices to overcome challenges, minimize risk and improve overall operations
    • Contribute to overall FAO client and team success through sharing ideas, enthusiasm and strong work ethics
    • Pursue advancement in technical back office service capabilities as well as advancement in “soft skill” competencies
    • Assist with client onboarding projects as needed to ensure a smooth client transition onto Wipfli’s back office accounting services


    • Associates Degree in Accounting or related field at minimum. Bachelor’s Degree preferred. College students with a major in accounting will be considered.
    • 1+ years of prior bookkeeping experience with specific experience in an Accounts Receivable, Accounts Payable and/or Payroll environment that processes a high volume of transactions preferred
    • Strong technology skills with accounting software, such as QuickBooks and Intacct
    • Strong technology skills using Microsoft Office 2007 or later (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred)
    • Experience working in a paperless environment strongly preferred
    • Strong interpersonal and relationship building skills
    • Team player with a positive ”can-do" approach
    • The ability to handle stress and manage multiple priorities

    Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.


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