Wipfli

Tax Manager - Partnerships

Wipfli$110K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field required
  • CPA or licensed member of the Bar is mandatory
  • 5+ years of progressive tax compliance and/or consulting experience
  • Strong knowledge of Sub-chapter K partnership taxation
  • Exceptional client service and communication skills
  • Demonstrated leadership and mentoring capabilities
  • Ability to manage multiple engagements with competing priorities

Responsibilities

  • Facilitate primary reviews of complex tax returns for partnership clients
  • Evaluate tax aspects of partnership agreements and manage IRC 704b accounts
  • Direct and complete various tax projects across multiple industries
  • Develop and mentor staff on tax projects and assess performance
  • Research tax matters, primarily in partnership taxation
  • Respond to IRS inquiries and manage client communications
  • Maintain client relationships and ensure deadlines are met

Benefits

  • Flexible work environment with hybrid options
  • Professional development and training opportunities
  • Collaborative team culture focused on results
  • Support for recruiting and mentoring initiatives
  • Travel opportunities up to 25%
Full Job Description
Overview

Responsibilities

Responsibilities:
  • Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients
  • Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
  • Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
  • Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
  • Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters
  • Respond to inquiries from the IRS and other tax authorities
  • Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships


Knowledge, Skills and Abilities

Qualifications:
  • Bachelor's degree in Accounting, or other related field
  • CPA or licensed member of the Bar
  • 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
  • Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
  • Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
  • Ability to travel up to 25%

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-Hybrid #LI-AF1

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
Founded
1930

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