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: - Responsible for managing and coordinating tax compliance and advisory work for clients
- Review Individual, Trust, Gift and Estate tax returns
- Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
- Research and consult on technical matters and special projects
- Proactively build relationships and communicate effectively with the client and their advisors to provide superior client service
- Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
- Assist, train and develop staff. Participate in the performance review process
- Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
- Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
- Lead multi-disciplined client service teams for account planning
- Prepare and review client correspondence
- Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Knowledge, Skills and AbilitiesQualifications:- Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
- CPA certification preferred. Candidates actively pursuing CPA certification will be considered
- Requires at 3+ years of job related experience
- Experience working with fiduciary, trust returns a plus
- Requires prior tax experience
- Management and/or mentoring experience with other staff members
- Experience making recommendations to management
- Prior public accounting experience desired
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.
