Job Description

Joining the team at WhippleWood CPAs means seizing the opportunity to make meaningful contributions. It's a chance to tackle challenges, make a positive impact in the community, and advance your career in a supportive environment. Our company culture has been consistently recognized as a Best Place to Work by the Denver Business Journal, Outside Magazine, Inc. Magazine, and Accounting Today.

We are seeking an independent, self-motivated individual to take on the role of client manager, overseeing all aspects of client relationships. This person should be comfortable engaging with clients on a regular basis, providing guidance on the financial implications of significant business decisions through phone calls and celebrating their successes through in-person meetings.

The ideal candidate will thrive in a dynamic environment where each client and day presents new and diverse challenges and should possess:

• Attention to detail necessary to review staff-prepared journal entries, while maintaining a broad perspective to effectively communicate financial statements to clients
• Building strong, collaborative relationships with colleagues and clients
• Contributing creative ideas and insights and embracing the challenge of maintaining high standards for success
• Actively teaching and training the engagement team this position leads to produce accurate deliverables
• An Entrepreneurial Spirit

Established in 1981, WhippleWood is not only one of the largest locally owned CPA firms in Denver, but also a trusted partner in our clients' success. As a full-service accounting and advisory firm, we serve small to medium-sized businesses across various industries, as well as numerous non-profits with global missions. Our team of thirty professionals is committed to upholding high standards to ensure the prosperity of our clients and community.

FOR CONSIDERATION, YOU MUST COMPLETE THIS SURVEY:

Responsibilities:

• Providing exceptional client service through communication, a sense of urgency and commitment to quality and timely completion of duties
• Delegation of responsibilities to 3 support staff, including follow up to ensure timely & accurate completion in accordance with associated budgets
• Review of staff and senior level work, including general ledger transactions, adjusting journal entries, prepared financial statements, account reconciliations, and depreciation schedules
• New client on-boarding, staff training, and prioritization of tasks for client support team
• Preparation and review of financial statements
• Software implementation and/or conversion
• Entering general ledger transactions and adjusting journal entries accurately
• Balance sheet account reconciliation (or review)
• Fixed asset and depreciation schedule maintenance

• Bill payment processing
• Sales and use tax calculations and compliance
• Payroll processing, calculations, and compliance
• Monthly Close
• Client Audit Support

Requirements:

• Completion of Culture Index Survey, linked above. Candidates that do not complete a survey will not be considered
• Five to seven years accounting experience, including 3 years in public accounting. Experience with accounting for day spa clients is a plus.
• Experience with management or supervision of accounting teams
• A Bachelor of Science degree in accounting or a related field
• Relevant software experience - QuickBooks required (Xero, ACS or CSA, T-Sheets, Expensify and Bill.com, Zenoti preferred)
• Active CPA license
• Excellent Microsoft Office Suite skills -- specifically Excel and Outlook
• Strong interpersonal and communication skills (verbal and written) to enable effective interaction with all levels of personnel
• Strong work ethic and attention to detail
• Expert at decreasing monthly close time
• Strong analytical, problem-solving, and organizational skills
• Display appropriate ethical knowledge through extraordinary confidentiality, integrity and professional presentation and conduct
• Ability to work effectively both within a team environment and independently
• An attitude of continuous improvement

Work Environment Overview

Casual but professional office environment, work/life integration, client contact, award winning culture. Colorado Casual dress code. The position is full time M-F.

Annual base compensation: $$110k-$120k with semi-annual performance bonuses.

Benefits: Group medical/dental, 401k with company match, generous PTO/company holidays, wellbeing and mental health program. The office is in Littleton, CO and flexible/hybrid work schedules are available. The position reports to the Client Advisory Services Partner.

WhippleWood CPAs is an Equal Opportunity Employer.

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