WFFA Advisors

Accounting Manager

• Own and grow a significant client portfolio, serving as the senior advisor on complex matters
• Act as final reviewer and release authority on work leaving the firm for the portfolio, within defined risk parameters
• Escalate engagements above the stated dollar or risk threshold, attest opinions, novel technical positions, and key strategic relationships to a Partner
• Provide technical guidance on the most difficult tax, accounting, and regulatory issues
• Oversee quality control across the practice area
• Drive portfolio profitability through pricing, capacity management, and operational efficiency
• Lead and develop Managers, building accountability and growth in the tier below
• Champion technology adoption, process improvement, and use of centralized platform resources
• Participate in firm governance, committees, and leadership forums
• Report to the partners, with Managers and their teams reporting through the role

Senior Manager, Tax & Accounting

• Prepare individual and business tax returns (1040, 1065, 1120S, 1120) under supervision
• Perform bookkeeping, reconciliations, and general ledger work under supervision
• Perform assigned attest fieldwork under supervision
• Produce organized, tied-out workpapers ready for review, with open items clearly flagged
• Compile and organize source documents and supporting schedules
• Perform basic technical research and bring proposed answers to the team
• Communicate with clients to gather information and request missing items
• Track and report time accurately and understand assignment time budgets
• Maintain work files and follow firm processes and procedures
• Work on client engagements across tax, accounting, and attest
• Report to a Manager with day-to-day direction from a Senior Associate

Senior Manager, Tax & Accounting

Associate, Tax & Accounting