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Tax Manager - Partnerships
Wipfli
23d ago
Intermediate (4-7 years), Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
De Pere, WI
Hybrid
Company Size
2,600 Employees
Service Specialisms
Accounting Services
Audit & Assurance
Consulting
Cybersecurity
Financial Services
Forensic Accounting
Healthcare
Human Resources
Sector Specialisms
Nonprofits
Associations
Role
What you would be doing
tax evaluation
irc 704b
irs inquiries
client management
client communication
tax research
- Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
- Respond to inquiries from the IRS and other tax authorities
- 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
- Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
- 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
- Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients
What you bring
cpa
leadership
bachelor's
analytical
client service
experience
- Ability to travel up to 25%
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
- 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
- Bachelor's degree in Accounting, or other related field
- 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
- CPA or licensed member of the Bar
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Training + DevelopmentInformation not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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Company
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
- Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
- Consultants and advisors provide tailored solutions with deep industry knowledge.
- Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
- Consistently recognized for high-quality results and long-term client relationships.
- Optimize strategies, technology, and people for sustainable success.
- We care deeply about our people.
- We lead with integrity.
- We put our clients first.
- We are focused on results.
- We work together as one team.
- We challenge the status quo.
- We are passionate about growth and development.
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
- Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
- Focus on reducing environmental impact through technology, collaboration, and innovation.
- Provide sustainable solutions to clients that align with both environmental and business objectives.
- We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
- We are committed to creating an inclusive workplace that fosters collaboration and respect.
- We are focused on empowering women in leadership positions and increasing gender diversity at all levels.
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