Transaction Advisory Services Manager/Director

Job Locations US-MN-Minneapolis | US-WI-Milwaukee | US-MN-Minneapolis | US-GA-Atlanta | US | US-PA-Philadelphia | US-AZ-Scottsdale
Job ID

At Wipfli, people count


Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.


People matter here and they feel it.


And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.


If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.


Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 


  • 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


  • Minimum of 3 years’ experience in financial statement audit, investment banking, private equity, corporate development or similar role
  • Bachelor's degree in accounting or finance
  • Ability to travel up to 25% of the time
  • 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


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 identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. #LI-REMOTE #LI-RR1



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