Wipfli

Tax Manager - Partnerships

Wipfli • $95K — $115K *
Milwaukee, WI 53215In-Person
Legal & Accounting
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field
  • CPA or licensed Bar member
  • 5+ years of progressive tax compliance or consulting experience
  • Strong knowledge of partnership returns and Sub-chapter K taxation
  • Exceptional client service and communication skills
  • Proven leadership and mentoring abilities
  • Ability to manage multiple projects in a fast-paced environment
  • Willingness to travel up to 25%

Responsibilities

  • Facilitate primary reviews of complex tax returns and provide consulting services
  • Evaluate tax aspects of partnership agreements and manage IRC 704b accounts
  • Manage client services teams and complete tax projects across diverse industries
  • Develop, train, and mentor staff on tax projects while assessing performance
  • Research and consult on Sub-chapter K taxation matters and use tax software for returns
  • Respond to inquiries from the IRS and other tax authorities
  • Maintain client communication to manage expectations and enhance relationships

Benefits

  • Opportunity for professional development and training
  • Collaborative team environment
  • Flexibility with hybrid work options
  • Engagement with a diverse range of clients and industries
  • Supportive culture that values work-life balance
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
Legal & Accounting
Founded
1930
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Wipfli

More Legal & Accounting Jobs

Find similar Tax Manager - Partnerships jobs:

NationwideMilwaukee, WI