Tax Manager

Wipfli

The Role

Overview

Manage tax compliance engagements, supervise staff, and serve as client liaison.

Key Responsibilities

  • compliance management
  • tax expertise
  • return review
  • client communication
  • engagement planning
  • staff training

Tasks

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

Requirements

  • cpa
  • bachelors
  • 5 years
  • supervisory
  • excel
  • idea

What You Bring

-Ability to work under pressure and time deadlines -Minumum 5 years of public accounting experience in tax -Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience -Prior supervisory experience required -Ability to become technically competent with industry-specific tax and accounting matters -Proficient in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, tax preparation software (ProSystems), tax research software (RIA), and IDEA (data extraction software) -Ability to plan, prioritize, and organize work effectively -Ability to balance many projects simultaneously -CPA certification required in the respective state in which they are practicing -Ability to analyze data and recommend solutions

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

Associations