3 advisor planning jobs found in South Portland, ME

Overview At Wipfli, people count. At Wipfli, 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. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement.? At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites.? The client sites can vary locally, regionally, or nationally depending on the industry alignment.?Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Audit financial statements, quarterly financial information, and clients' annual reports. Take part in pre-audit planning to assess the risk of...

At Wipfli, people count. At Wipfli, 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. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Audit financial statements, quarterly financial information, and clients' annual reports. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to...

Overview At Wipfli, people count. At Wipfli, 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. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities The Administrative Specialist position is 100% in person in our South Portland, ME office. Responsibilities: Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers. Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess. Log and route incoming client workpapers, create labels and folders, and assist with document pickup and return workflows. Assist with printing, mailing, scanning, and...