OverviewThis 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.
ResponsibilitiesResponsibilities- Prepare complex federal and multi-state tax returns for businesses, individuals, partnerships, and fiduciaries.
- Manage and coordinate tax compliance and advisory services for clients across a variety of for-profit industries.
- Develop strong day-to-day client relationships and communicate proactively regarding engagement status, open items, deadlines, and potential concerns.
- Respond to client and internal requests in a timely, accurate, positive, and professional manner.
- Prepare client communications related to engagement planning, information requests, tax matters, and project updates.
- Identify potential tax issues and planning opportunities and discuss recommendations with engagement leaders
- Research technical tax matters and consult with engagement leaders on complex issues and special projects.
- Review tax-related information, including tax provisions, depreciation schedules, property tax returns, and supporting workpapers.
- Prepare tax projections and assist with tax planning as directed by engagement leaders.
- Use tax preparation and research software to prepare and process returns, analyze tax matters, and maintain accurate documentation.
- Review staff work and provide clear, timely, and constructive feedback.
- Participate in client service planning and collaborate with professionals across multiple service areas.
- Support business development efforts by helping identify opportunities to expand services and strengthen client relationships.
- Develop industry-specific knowledge through continuing professional education, firm and industry events, webinars, and other learning opportunities.
Knowledge, Skills and AbilitiesQualifications:- Bachelor's degree in accounting or an equivalent combination of education and relevant experience.
- CPA certification or progress toward obtaining a CPA license preferred.
- At least three years of relevant tax experience.
- Experience preparing complex business and individual tax returns.
- Experience working with clients in for-profit industries.
- Ability to research technical tax matters and apply findings to client situations.
- Strong written and verbal communication skills, with the ability to communicate proactively with clients and engagement teams.
- Demonstrated ability to manage multiple engagements, priorities, budgets, and deadlines.
- Experience training, mentoring, or providing technical guidance to staff.
- Ability to review work, identify potential issues, and make appropriate recommendations to engagement leaders.
- Construction, contractor, or job-costing experience is a plus but not required.
Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-BK1 #LI-hybrid
Additional DetailsAdditional Details:Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $92,000 to $124,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
