WilkinGuttenplan

Resource Coordinator Accounting and Assurance Hybrid Full time East Brunswick, New Jersey, United States Description WG is seeking a Resource Coordinator to support our Accounting & Assurance (A&A) department through the effective day-to-day coordination of scheduling and resource allocation. Reporting to the Resource & Operations Manager, you will be the primary scheduling point of contact for A&A staff and in-charges - handling inquiries directly, keeping schedules accurate, and ensuring the right people are connected to the right work at the right time. This is a highly people-facing role for someone who is organized, builds trust easily across all levels of the firm, and takes real ownership of keeping things running smoothly. Responsibilities - Act as the go-to scheduling contact for A&A staff and in-charges, resolving questions and issues directly, and escalating to the Resource & Operations Manager when needed. - Coordinate and manage all scheduling and resource allocation for the A&A department, including active monitoring of capacity channels, pairing requests quickly and closing them out effectively. - Conduct regular check-ins with staff, and loop in coaches as needed, including onboarding check-ins with new hires, to ensure schedules are understood, hours are tracking as expected, and capacity commitments are being met. - Monitor scheduled-to-actual variances in billable hours and capacity, share observations on skill gaps, cross-training opportunities, or potential hiring needs with the Resource & Operations Manager - helping ensure the right conversations are happening at the right time. - Perform first-level review of staff capacity commitments against firm billable targets, escalating findings to the Resource & Operations Manager ahead of department head review. - Maintain the scheduling system and compile capacity reporting to support staffing recommendations and hiring decisions. - Help facilitate post-engagement evaluations and the continuous feedback process by ensuring the right staff and evaluators are appropriately connected within the A&A department. - Prepare and distribute scheduling and capacity updates ahead of internal operations meetings, ensuring all participants have the information needed for productive staffing discussions. - Contribute to process improvement efforts and support broader firm initiatives as directed by the Resource & Operations Manager. Requirements - Bachelor's degree in Accounting, Business Administration, or a related field. - Experience in a professional services or public accounting environment preferred; background in scheduling, resource coordination, or client-service operations a plus. - Proficient in Microsoft Office Suite with strong Excel skills; ability to quickly learn new programs and technologies. - Experience with Beeye or other scheduling/resource management software for professional services firms a plus. - Strong analytical and organizational skills, with high attention to detail and the ability to manage multiple priorities simultaneously. - Ability to manage shifting priorities and maintain composure during peak periods. - Clear and effective written and verbal communication skills, with the ability to collaborate across all levels of the firm. - Ability to handle sensitive information with confidentiality and professionalism. - Proactive problem-solver who can work independently and escalate appropriately. - Possesses and demonstrates strong understanding and alignment with our firm’s core values of honesty and candor, continual learning, innovation, mentorship, leadership, team player, client committed, and community oriented. Benefits Why WG? - We have a unique culture that emphasizes and values flexibility and work/life balance including fully virtual or hybrid work arrangements. - Our collaborative work environment is strongly committed to your professional growth and success. - We have a track record of ranking as a Best Place to Work NJ for the past twenty years and have won several other awards including Best Firms for Young Accountants, Accounting Today Best Accounting Firms to Work For, Best Accounting Firms for Women, Best Accounting Firms for Millennials, and many more! - WG offers a competitive salary and benefits package, including generous PTO, Medical, Dental, Vision, 401(k) with employer match, Summer Fridays, flexible work schedules, and much more! - The estimated salary range for this position is $58,000 - $65,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.

Marketing Administrative Assistant Hybrid Full time East Brunswick, New Jersey, United States Description WG is seeking a Marketing Admin to join our growing Marketing team! This individual will support a variety of marketing, recruiting, business development, and employee engagement initiatives while providing administrative and operational support across the department. We are looking for a highly organized, proactive individual with strong communication skills who enjoys managing multiple projects, collaborating with internal teams, and contributing to a positive firm culture. This role offers the opportunity to gain hands-on experience across many areas of marketing within a fast-paced professional services environment. This is a hybrid role with the need to occasionally travel to our East Brunswick office location on an as-needed basis. Responsibilities - Coordinate client, referral, retirement, and holiday gifting initiatives, including cross-referencing sales reports to give smart reporting and suggestions. - Manage promotional items, branded merchandise, company store operations, and marketing inventory, including physical storage organization and regular inventory counts. - Support recruiting events, trade shows, and internal events through logistics coordination, giveaways, packing, vendor communication, and event setup. - Coordinate employee engagement initiatives, including busy season programs, happy hours, team-building activities, and Culture Committee support. - Maintain and update HubSpot CRM data, including contact cleanup projects, list creation, bulk uploads, segmentation, pipeline reporting, and submission tracking. - Add and maintain client, prospect, and employee records in HubSpot, including user access. - Support commercial pipeline cleanup projects, proposal coordination, and business development materials. - Assist with commercial proposals and the administration and content library management of our proposal software, PandaDoc. - Monitor marketing and information inboxes and respond or route requests appropriately. - Coordinate vendor communication, approvals, invoicing, and expense processing through Bill.com and Expensify. - Maintain and refresh intranet content and assist with Canva organization and cleanup. - Create internal graphics, presentations, postcards, and marketing collateral for firm initiatives. - Support headshot coordination, video content projects, and internal communication efforts. - Coordinate tax week gifting and related logistics, often within compressed timeframes. - Coordinate new hire and employee milestone gifts (e.g., new baby) and ensure timely delivery. - Coordinate event registrations and sign-ups for firm-sponsored events and external programs. - Distribute professional materials such as bios and firm collateral upon request from partners and internal teams. - Assist with ad hoc marketing, administrative, and operational projects across departments. Requirements - Bachelor’s Degree in Marketing, Communications or other related field. - Proficient in Microsoft Office Suite, especially with PowerPoint and Excel. - Proficiency in Microsoft Office Suite; experience with HubSpot, Canva, PandaDoc, Bill.com, or Expensify preferred. - Exceptional proofreading skills and attention to detail. - Excellent writing, communication and presentation skills. - Strong organizational and time management skills and the ability to multitask and balance multiple deadlines. - Excellent interpersonal skills and a positive attitude. - Possess and demonstrate strong understanding and alignment with our firm’s core values of Honesty and Candor, Continual Learning, Innovation, Mentorship, Leadership, Team Player Client Committed, and Community Oriented. Benefits Why WG? - We have a unique culture that emphasizes and values flexibility and work/life balance including fully virtual or hybrid work arrangements. - Our collaborative work environment is strongly committed to your professional growth and success. - We have a track record of ranking as a Best Place to Work NJ for the past twenty years and have won several other awards including Best Firms for Young Accountants, Accounting Today Best Accounting Firms to Work For, Best Accounting Firms for Women, Best Accounting Firms for Millennials, and many more! - WG offers a competitive salary and benefits package, including generous PTO, Medical, Dental, Vision, 401(k) with employer match, Summer Fridays, flexible work schedules, and much more! - The estimated salary range for this position is $50,000 - $60,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.

Title: Audit Senior Location: East Brunswick NJ US Job Description: Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program. WG is currently looking for an Audit Senior to join our rapidly growing Audit team. As an Audit Senior, you will have the opportunity to learn and grow in your professional career through ongoing training, collaborating with colleagues on multiple engagements, experiencing direct coaching and mentoring from our talented Audit team, and overseeing our Associate staff. You will gain exposure to various industries including Real Estate, Life Sciences, 401k, Healthcare, and many more! In this role, you will be pivotal in ensuring our clients are provided outstanding service. Description - Assist in executing audits, reviews, and compilations in accordance with U.S. GAAP and firm policies. - Assist in engagement planning, including risk assessment, developing audit strategies, and establishing timeline. - Prepare and review GAAP financial statements, footnotes, and disclosures to ensure accuracy and compliance with professional standards. - Supervise, mentor, and review the work of staff auditors, providing clear feedback and guidance. - Communicate effectively with clients to resolve issues, discuss findings, and deliver audit results. - Maintain proper documentation in accordance with firm policies and auditing standards. - Ability to manage multiple priorities and meet deadlines. - Enhance client relationships by providing excellent customer service. - Stay current with technical accounting and auditing updates. Requirements - Bachelor’s degree in Accounting. - This is a hybrid role, you will work remotely for most audit and reporting tasks, with periodic in-office days for team collaboration, training, and client-related activities. Candidates should be able to commute to the office as needed. - Actively working towards obtaining your CPA license; current CPA license a plus. - 3+ years of recent work experience as an auditor for a public accounting firm, with a focus on audit and assurance engagements. - Strong working knowledge of U.S. GAAP, including technical accounting concepts and financial statement presentation requirements. - Experience performing and supervising audit procedures, including planning, risk assessment, internal control evaluation, substantive testing, and completion. - Ability to prepare and review GAAP financial statements and related disclosures. - Complete various assignments within time constraints and deadlines. - Excellent at project management and possess analytical skills. - Strong attention to detail with a commitment to high-quality work. - Experience mentoring, supervising, or reviewing work of staff-level team members. - Strong organizational, analytical and project management skills. Benefits Why WG? - We offer a unique culture that emphasizes and values work/life balance including remote work flexibility! - We offer a competitive salary and benefits package, including Unlimited Work Options, Unlimited PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website. - Our collaborative work environment is strongly committed to your professional growth and success. - We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm. - We have a track record of ranking in the Best Place to Work NJ for the past tweny one years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more! - The estimated salary range for this position is $84,000 to $105,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.

Manage billing processes and accounts receivable, ensuring accurate collections and client relationships. Generate reports, process incoming payments, and maintain client data in the billing system while assisting with training and inquiries.

Title: Marketing Coordinator Location: East Brunswick NJ US Type: Full-time Workplace: Hybrid remote Job Description: Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program. We are currently seeking a Marketing Coordinator to join our Marketing team! This individual will collaborate with our marketing team and work alongside our Chief Marketing Officer and our leadership team to help coordinate the execution of the strategic and creative marketing plans of our various industry groups and service lines. The successful candidate is a proactive and highly motivated individual who brings strategic thinking and creativity to the various projects and initiatives of the marketing team. This is a primarily remote position; however, candidates must reside locally and be available to attend occasional in-person meetings at our East Brunswick office and nearby events as needed. Responsibilities - Support the firm’s service lines and practice groups such as International Tax, Life Sciences, Trusts & Estates, Employee Benefit Plans, A&A, Tax and Financial Services through activities such as: - Conduct monthly check-ins with Practice Leaders (PLs) to track progress against marketing strategies. - Attend practice group meetings and ensure marketing initiatives are aligned with business development goals. - Identify and support thought leadership opportunities, including articles, webinars, podcasts, and speaking engagements. - Support marketing initiatives for the firm’s referral groups, including banking and attorney networks. - Conduct research projects to identify speaking opportunities, sponsorships, and marketing partnerships. - Manage vendor relationships for firm sponsorships and marketing initiatives. - Identify and coordinate opportunities for thought leadership and brand visibility - Manage and execute the firm’s social media strategy across all platforms. - Develop and maintain a content calendar that supports recruiting, thought leadership, events, trade shows, and firm campaigns. - Generate creative content ideas and campaign concepts, including recruiting, thought leadership, trade show and conference as well as holiday and firm culture campaigns. - Collaborate with the firm’s design team to develop visual assets for posts and campaigns. - Manage and optimize social media advertising campaigns. - Monitor and report on social media analytics, including engagement, growth, and campaign performance. - Conduct competitor analysis and trend research to identify new marketing opportunities and content ideas. - Coordinate podcast logistics, including scheduling, preparation, and promotion of episodes. - Serve as the marketing liaison to HR, supporting recruiting marketing initiatives, Early Career Professionals programming and our Intern program marketing support. - Develop and deliver LinkedIn and marketing onboarding presentations for associates and interns to help strengthen personal branding and firm visibility. - Support day-to-day marketing operations, including client gift coordination, company store management, Firm intranet updates and upkeep, trade show and event logistics as well as sponsorship coordination. - Assist with PowerPoint presentation design and internal marketing materials. - Create small internal graphics as needed. - Participate in and support firm initiatives such as the Culture Committee. - Support the team with additional tasks as assigned. Requirements - Bachelor’s Degree in Marketing, Communications or other related field. - 3+ years of experience. - Thorough understanding of marketing elements (including traditional and digital marketing such as SEO/Social Media, etc.) and market research methods. - Proficient in Microsoft Office Suite, especially with PowerPoint and Excel. - Experience with marketing software and applications (Adobe Creative Suite, Canva, Google Ads, HubSpot or other CRM tools). - Exceptional proofreading skills and attention to detail. - Excellent writing, communication and presentation skills. - Strong organizational and time management skills and the ability to multitask and balance multiple deadlines. - Excellent interpersonal skills and a positive attitude. - Possess and demonstrate strong understanding and alignment with our firm’s core values of honesty and candor, continual learning, innovation, mentorship, leadership, team player, client committed, and community oriented. Benefits Why us? - We offer a unique culture that emphasizes and values work/life balance including remote work flexibility! - We offer a competitive salary and benefits package, including Unlimited Work Options, generous PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website. - Our collaborative work environment is strongly committed to your professional growth and success. - We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm. - We have a track record of ranking in the Best Place to Work NJ for the past twenty-one years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms to Work For, and many more! - The estimated salary for this position is $65,000 - $75,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. We believe in equal opportunity: Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.