Senior Manager/Director Tax - High Net Worth

Wipfli
US - Wisconsin - Madison
January 5, 2025

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

Responsibilities:

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 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 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 herLinkedIn (/ linkedin. com/in/amandaafeltner/) page to connect!
• LI-AF1 #LI-Hybrid

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli. com.

Job LocationsUS-NH-Bedford | US-ME-Augusta | US-ME-South Portland | US-PA-Radnor | US-WI-Madison | US-WI-Wausau | US-WI-Green Bay | US-WI-Milwaukee | US-MO-Clayton | US-GA-Atlanta | US-WI-Eau Claire | .

Job ID 2022-4637

Category Tax

Remote No

Read the full job description and apply online on the recuiter's web-site

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