Senior Accountant, Tax

Overview

Prepare tax returns, advise clients, and support engagements in a hybrid role.

Key Responsibilities

• tax returns
• data analysis
• process improvement
• client advisory
• research tax
• budget management

Tasks

-Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders -Communicate with client and firm associate requests in a timely, accurate, positive and professional manner -Develop technical competency and provide assistance to clients -Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader -Serve as a trusted business advisor for clients and associates -Use data analysis skills to discover useful information and patterns to provide support in recommendations -Establish and maintain effective client relationships through regular communications, including on-site visits -Research tax related issues and other related financial reports -Adhere to prescribed budgets and deadlines -Participate in continuing professional education programs

Requirements

• bachelors
• cpa
• accounting software
• data analysis
• project management
• communication

What You Bring

-Bachelors degree in accounting or an equivalent combination of education and experience -Ability to plan, prioritize, and organize work effectively -Understand and effectively use current tax and accounting software applications -2-3+ years of experience -Ability to work under pressure and time deadlines -CPA certification preferred. Candidates actively pursuing CPA certification will be considered. -Ability to balance many projects simultaneously -Strong verbal and written communication skills -Ability to analyze data and recommend solutions

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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