Tax Manager - High Net Worth at Wipfli in Minneapolis, MN | USD99,000-148,000 | Kablio

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Tax Manager - High Net Worth

Wipfli

Provides audit, consulting, tax, and advisory services to organizations across various sectors.

Lead tax compliance for high net worth individuals, manage teams, and ensure client service.

6 days ago ago

$99,000 - $148,000

Expert & Leadership (13+ years), Experienced (8-12 years), Intermediate (4-7 years)

Full Time

Minneapolis, MN

Office Full-Time

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

Description

tax review

client communication

engagement planning

compliance management

technical expertise

staff training

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

Requirements

cpa

public accounting

hnwi tax

bachelors

mentoring

5+ years

Experience making recommendations to management
Prior public accounting experience desired
High Net Worth Individual tax experience required
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
Management and/or mentoring experience with other staff members
CPA certification required in the respective state in which they are practicing
Requires at 5+ years of job related experience

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

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.

Culture + Values

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.

Environment + Sustainability

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.

Inclusion & Diversity

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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