Senior Accountant, Assurance

Wertz & Associates•Brookfield, WI

9d•Hybrid

About The Position

Our client, a growing and highly respected professional services firm recognized as a Great Place to Work®, is seeking a talented Senior Accountant to join its Assurance team in Brookfield. This is more than a traditional audit role. It's an opportunity to gain hands-on experience across a variety of industries, work directly with nonprofit organizations and business clients, develop strong client relationships, and continue building the technical and leadership skills necessary for long-term success in public accounting. The firm is committed to investing in its people through personalized mentorship, continuous learning opportunities, and a collaborative culture that encourages professional and personal growth. If you're looking for an opportunity to expand your assurance experience, take ownership of client engagements, and accelerate your path toward leadership, we'd welcome a confidential conversation. As a Senior Accountant within the Assurance practice, you'll take an active role in managing client engagements while gaining exposure to technical accounting, audit, bookkeeping, and financial reporting responsibilities. You'll develop expertise in Financial Statement Audits, Reviews & Compilations, Nonprofit Organizations, Financial Reporting, Internal Controls, Bookkeeping & Accounting Services, Tax Compliance, Client Relationship Management, and Leadership Development. This role offers outstanding variety and exposure for professionals looking to broaden their public accounting experience.

Requirements

Bachelor's Degree in Accounting or related field
1–3 years of public accounting experience
Experience with audit, accounting, or assurance engagements
Strong analytical and organizational abilities
Excellent communication and interpersonal skills
Ability to manage multiple priorities and deadlines

Nice To Haves

Nonprofit audit experience
CPA progress
Prior in-charge engagement experience

Responsibilities

Assist with audits, reviews, compilations, and agreed-upon procedures engagements
Serve as in-charge on assigned engagements
Coordinate client communications and engagement timelines
Prepare audit documentation and supporting workpapers
Identify accounting issues and recommend practical solutions
Prepare financial statements and related disclosures
Analyze accounting records and financial information
Research accounting and assurance issues
Support compliance with applicable reporting standards
Assist with technical accounting matters as needed
Prepare moderate to complex income tax and informational returns
Organize supporting tax documentation
Conduct tax and accounting research
Assist with special projects and advisory engagements
Help identify opportunities to add value to client relationships
Assist clients with monthly, quarterly, and annual bookkeeping needs
Record and classify financial transactions
Prepare payroll, sales tax, and local tax filings
Draft financial reports and account reconciliations
Create and maintain fixed asset schedules and depreciation calculations
Train and mentor interns and entry-level staff
Provide engagement feedback and guidance
Participate in mentoring and career development initiatives
Continue progressing toward CPA certification
Develop supervisory and leadership skills