OverviewResponsibilitiesResponsibilities: - Responsible for managing and coordinating tax compliance and advisory work for clients
- Review Federal and Multi-State Partnership 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 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
- Manage, train and develop staff. Participate in the performance review process
Additional Responsibilities:
- 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 (letter, e-mail, etc.)
- 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 required in the respective state in which they are practicing
- Requires at 10+ years of job related experience
- High Net Worth tax experience required
- Requires prior accounting and/or tax experience
- Subject matter leader in similar accounting and/or tax services
- Management and/or mentoring experience with other staff members
- Experience making recommendations to management
- Prior public accounting experience desired
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #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 $145,000 to $217,000, 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.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
