Senior Manager/Director, Tax - High Net Worth

At Wipfli, people count

The way you think makes you different. At Wipfli, we embrace that.

Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.

We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.

If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.

Responsibilities:

• Review Federal and Multi-State Partnership tax returns
• Manage, train and develop staff. Participate in the performance review process
• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
• Proactively build relationships and communicate effectively with the client to provide superior client service
• Responsible for managing and coordinating tax compliance and advisory work for clients
• 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

Additional Responsibilities:

• Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
• Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
• Lead multi-disciplined client service teams for account planning
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
• Prepare and review client correspondence (letter, e-mail, etc.)

Qualifications:

• High Net Worth tax experience required
• 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
• Management and/or mentoring experience with other staff members
• Prior public accounting experience desired
• Requires prior accounting and/or tax experience
• Subject matter leader in similar accounting and/or tax services
• Requires at 10+ years of job related experience
• Experience making recommendations to management

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 identify, citizenship status, 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 [email protected].

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