Wertz & Associates, LLC

Senior Accountant, Assurance

Wertz & Associates, LLC  •  $75k - $95k/yr  •  Brookfield, WI (Remote)  •  1 hour ago
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Job Description

Senior Accountant, Assurance

Audit & Assurance | Nonprofit Expertise | Career Development | Great Place to Work®

Compensation: $75,000–$95,000 Base + Bonus Opportunity + Career Advancement Path

Location: Brookfield, Wisconsin
Schedule Flexible Hybrid

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.

Why This Opportunity Stands Out

  • $75,000–$95,000 base salary
  • Performance-based bonus opportunities
  • Great Place to Work® certified firm
  • Diverse exposure to audit, accounting, and tax engagements
  • Significant nonprofit industry experience
  • Personalized mentoring and career development
  • Opportunity to act as in-charge on engagements
  • CPA support and professional development resources
  • Strong leadership accessibility
  • Clear advancement path toward Assurance Supervisor and Manager
  • Collaborative and growth-oriented culture

Exceptional candidates with nonprofit audit experience, CPA progress, or prior in-charge engagement experience may be considered above the posted compensation range.

About the Firm

Our client is a leading accounting, consulting, and advisory firm serving businesses, nonprofit organizations, entrepreneurs, and individuals throughout Wisconsin and beyond.

The firm provides services including:

  • Audit & Assurance
  • Reviews & Compilations
  • Tax Planning & Compliance
  • Advisory Services
  • Outsourced Accounting
  • Business Consulting

Known for its people-first culture and commitment to professional growth, the firm provides employees with meaningful opportunities to develop both technical and leadership skills.

The Opportunity

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
  • Leadership Development

This role offers outstanding variety and exposure for professionals looking to broaden their public accounting experience.

Key Responsibilities

Audit & Assurance

  • 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

Financial Reporting

  • 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

Tax & Advisory Support

  • 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

Bookkeeping & Client Accounting Services

  • 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

Leadership & Professional Development

  • 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

Qualifications

Required

  • 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

Who Thrives Here?

The ideal candidate:

  • Enjoys working directly with clients
  • Wants broad exposure across audit, tax, and accounting services
  • Takes pride in producing high-quality work
  • Enjoys mentoring newer professionals
  • Values continuous learning and development
  • Wants a clear path toward leadership
  • Appreciates a collaborative team environment

Benefits

  • Competitive compensation package
  • Performance bonus opportunities
  • Comprehensive healthcare options
  • Retirement savings programs
  • Paid time off and holidays
  • CPA support and continuing education
  • Mentorship and career coaching
  • Professional development opportunities
  • Great Place to Work® culture
  • Strong advancement opportunities
  • Team-oriented and collaborative environment

What Makes This Opportunity Different?

Many Senior Accountant opportunities focus on one area of public accounting.

This role offers exposure to multiple disciplines.

You'll participate in assurance engagements, financial reporting, bookkeeping services, tax projects, and client advisory work while receiving mentorship from experienced professionals committed to your success. The breadth of experience and visibility offered in this role creates an ideal foundation for future advancement into supervisory and management positions.

About Our Client

Our client is a growing professional services firm dedicated to helping clients, employees, and communities thrive. Through a commitment to exceptional service, professional development, and a collaborative culture, the firm has earned recognition as a top workplace and continues to attract ambitious accounting professionals looking to build rewarding long-term careers.

Employees benefit from hands-on learning, strong mentorship, meaningful client interaction, and opportunities to advance within a firm that genuinely invests in its people.

If you're a Staff Accountant ready for the next step or a current Senior Accountant seeking greater responsibility, client exposure, and career growth, we'd love to speak with you confidentially.

Wertz & Associates, LLC

About Wertz & Associates, LLC

Wertz & Associates is a specialized recruitment firm focused exclusively on the CPA, Legal, and Financial Services sectors. We partner with public accounting firms, law practices, and financial organizations across the United States to deliver highly qualified Tax, Audit, Advisory, and Legal professionals.

Our mission is simple: to connect exceptional people with exceptional firms.

Our approach is precise, confidential, and relationship‑driven. We take time to understand each client’s goals, team structure, culture, and technical requirements—allowing us to deliver candidates who align both professionally and personally.

Our Specialties

• Tax (Staff to Partner)

• Audit & Assurance

• Advisory & Consulting

• Legal (Associates to Partners)

• Financial Services & Corporate Finance

Who We Serve

• Top 100 Public Accounting Firms

• Regional & Boutique CPA Firms

• Law Firms (Boutique, Top 100/200 AM Law)

• Financial Services Organizations

• High‑growth Advisory Practices

Why Clients Choose Us

✔ Deep niche expertise

✔ Nationwide candidate network

✔ Accurate, high‑quality search

✔ Transparent communication

✔ Long‑term partnership approach

If you’re looking to grow your team or explore a new career opportunity, we’d be happy to connect.

🌐 www.wertzandassoc.com

📧 Johnw@wertzandassoc.com

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
Midland, MI
Year Founded
Unknown
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