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Tax Manager - Partnerships

Wipfli

The Role

Overview

Provide tax consulting, compliance, and leadership for partnership clients.

Key Responsibilities

  • tax research
  • return preparation
  • tax evaluation
  • staff management
  • client communication
  • tax project management

Tasks

-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 -Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts -Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews -Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships -Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients -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

Requirements

  • tax experience
  • cpa
  • leadership
  • bachelors
  • client service
  • tax accounting

What You Bring

-5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience -Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment -CPA or licensed member of the Bar -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 -Ability to travel up to 25% -Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships -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

The Company

About Wipfli

-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.

Sector Specialisms

Nonprofits

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