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.
