Wipfli

Tax Manager - High Net Worth

Wipfli • $90K — $120K *
Southfield, MI 48076In-Person
Legal & Accounting
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting or equivalent experience required
  • CPA certification mandatory in the practice state
  • Minimum of 5 years of relevant experience
  • High Net Worth Individual tax expertise essential
  • Previous tax or accounting experience necessary
  • Demonstrated subject matter leadership in accounting/tax services
  • Experience in management or mentoring of staff
  • Ability to make recommendations to management

Responsibilities

  • Lead tax compliance engagements while adhering to standards and budgets
  • Plan and schedule client tax engagements
  • Act as the primary tax contact for clients within the firm
  • Ensure proactive client communication and timely services
  • Review detailed tax work papers and calculations by associates
  • Evaluate tax returns, communications, and research deliverables
  • Proactively update clients and engagement partners on project status
  • Provide training and supervision to junior staff
  • Engage in and lead firm initiatives and projects
  • Maintain expertise in specialized tax areas relevant to the industry

Benefits

  • Flexible work environment promoting individual paths
  • Commitment to relationships and team dynamics
  • Opportunities for professional growth and development
  • Supportive atmosphere conducive to making an impact
  • Engagement in diversity and inclusion initiatives
Full Job Description
Overview

Responsibilities

Responsibilities:
  • Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
  • Plan and schedule tax engagements with clients and firm resources
  • Serve as the main tax point of contact within our firm for clients
  • Tax Manager is responsible for clients receiving proactive communication and timely service
  • Perform detailed reviews of tax work papers and provision calculations completed by other associates
  • Review tax returns, tax research, tax communications, and other requested deliverables
  • Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
  • Provide training, direction, and supervision to staff and senior accountants
  • Participate in and provide leadership for firm initiatives and projects
  • Maintain technical expertise in various tax areas related to industry specialization


Knowledge, Skills and Abilities

Qualifications:
  • 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 5+ years of job related experience
  • High Net Worth Individual 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 Details

Additional Details:

About Wipfli

Wipfli is a professional services firm that provides accounting, audit, tax, consulting, and technology services to businesses and organizations. The company was founded in 1930 and is headquartered in Madison, Wisconsin. Wipfli has over 2,500 employees and serves clients in various industries, including healthcare, manufacturing, construction, and nonprofit.
Learn more about Wipfli
Size
2,400 employees
Industry
Legal & Accounting
Founded
1930
* Ladders Estimates

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