Tax Manager - 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:

• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
• Participate in and provide leadership for firm initiatives and projects
• Perform detailed reviews of tax work papers and provision calculations completed by other associates
• Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
• Serve as the main tax point of contact within our firm for clients
• Maintain technical expertise in various tax areas related to industry specialization
• Review tax returns, tax research, tax communications, and other requested deliverables
• Provide training, direction, and supervision to staff and senior accountants
• Plan and schedule tax engagements with clients and firm resources
• Tax Manager is responsible for clients receiving proactive communication and timely service

Qualifications:

• Subject matter leader in similar accounting and/or tax services
• Requires prior accounting and/or tax experience
• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
• Requires at 5+ years of job related experience
• High Net Worth Individual tax experience required
• Management and/or mentoring experience with other staff members
• CPA certification required in the respective state in which they are practicing
• Prior public accounting experience desired
• 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].

Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $90,000 to $150,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

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