• Lead a team that manages stale-dated payments and unclaimed property process • Investigate, locate, and reunite owners with forgotten assets • Ensure compliance with state laws • Monitor internal systems and coordinate with claims staff on payment issues • Champion compliance, process optimization, and resolution of complex issues • Manage high transaction volumes and build strong internal partnerships • Safeguard financial integrity in a regulated insurance setting • Integrate operational banking tasks with strategic financial controls • Ensure precise handling of sensitive claim-related records and adherence to industry regulations • Reconcile accounts, audit, track assets, and manage legal/regulatory reporting

• Ensure compliance with GAAP, regulatory requirements, and firm policies • Review and oversee the accuracy of client deliverables • Conduct account reviews and resolve accounting issues as they arise • Serve as a primary point of contact for assigned clients • Manage ongoing client communications and expectations • Conduct client meetings and address questions or concerns in a timely manner • Manage multiple client accounts and deadlines simultaneously • Coordinate with accounting, tax, and advisory teams to meet client needs • Address issues proactively in a fast-paced environment • Identify opportunities to expand services for existing clients • Assist with proposals, renewals and client transitions • Support firm initiatives related to growth, process improvement and scalability • Prepare client performance and financial reports • Analyze financial data for insights to clients

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 an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Responsibilities: Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: Respond to client and firm associate requests in a timely, accurate, positive and professional manner Respond to inquiries from client and work with client to gather necessary information for completion of required documents Use data analysis skills to discover useful information and patterns to provide support in recommendations Proactively identify improvement opportunities in processes to enhance efficiency Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Perform a limited number of tax return interviews as needed Audit Specific: Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs Develop technical competency with GAAP, especially related to assigned product line What You will Gain Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm Develop experience and skills to become a trusted business advisor for clients and associates Gain hands-on experience in tax and/or audit work, and related software applications Work as an individual contributor and as part of a team to support client engagements Gain exposure to a variety of clients and industries ranging from small businesses to large corporations Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner Qualifications:

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 an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Responsibilities: Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: Respond to client and firm associate requests in a timely, accurate, positive and professional manner Respond to inquiries from client and work with client to gather necessary information for completion of required documents Use data analysis skills to discover useful information and patterns to provide support in recommendations Proactively identify improvement opportunities in processes to enhance efficiency Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Perform a limited number of tax return interviews as needed Audit Specific: Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs Develop technical competency with GAAP, especially related to assigned product line What You will Gain Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm Develop experience and skills to become a trusted business advisor for clients and associates Gain hands-on experience in tax and/or audit work, and related software applications Work as an individual contributor and as part of a team to support client engagements Gain exposure to a variety of clients and industries ranging from small businesses to large corporations Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner Qualifications: