• Accounting Specialist - Family Office

    Job Locations US-MN-Minneapolis
    Job ID
  • Overview

    Create lasting, positive impact.

    By considering Wipfli LLP, you’ve decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, 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 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. For some positions, we have the flexibility and technology to work from anywhere; whether it’s in the office, at home or at the client site.


    Join a company focused on giving back to the greater good — at Wipfli, 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.  


    Wipfli is currently seeking a part-time or full time Family Office Associate for our Edina, MNoffice location.


    Under the direction of the Private Wealth Service (PWS) Family Office Consultant, the Family Office associate compiles and prepares tax work papers and performs a variety of accounting services for individual clients, family groups or small partnerships, in accordance with company policies and procedures. 


    • Gather client documents to perform Quicken and/or QuickBooks database maintenance, including monthly bank, broker, and credit card reconciliations for assigned clients or family groups.
    • Prepare accurate and timely cash flow and budget reports.
    • Perform bill paying and file maintenance services, ensuring accuracy and timeliness. Identify issues when paying bills,
    • Compile and prepare annual tax work papers from all sources.  
    • Perform home office visits to assigned clients or family groups requiring independent judgment and decision making. 
    • Timely submit monthly household employee payroll.   
    • Perform a variety of related projects in support and in alignment with the needs of the client or family group.
    • Coordinate information between clients’ other professional advisors. Identify additional service opportunities and recommend as appropriate.
    • Ensure timely communication of project status and available work capacity to supervisor.
    • Actively participate in community activities and organizations to develop and maintain positive relationships with community leaders and members.
    • Actively participate in firm sponsored events for clients and prospects.


    • High level of professionalism with a strong client service focus
    • Associate Degree in Accounting or Administrative Support
    • Requires a valid driver’s license
    • Demonstrated good telephone and personal communication skills
    • Demonstrated record keeping experience, and task management skills
    • Tax work paper compilation experience preferred but not required
    • Ability to plan, prioritize, and organize work effectively
    • Ability to balance many projects simultaneously
    • Ability to work under pressure and time deadlines
    • Ability to work with clients and maintain confidentiality of their information
    • Ability to work within project hourly budgets
    • Strong verbal communication skills are extremely important for this position
    • Proficient in Word, Excel, and Outlook
    • Experience with QuickBooks and/or Quicken preferred

    Recruiting Process


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


    The recruiting team member guiding you through this process is Jeannie Ang, and you can find her on LinkedIn here. She is based in our Minneapolis, MN office and looks forward to guiding you through this process.


    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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