Tax Manager - High Net Worth
Wipfli
Manage high‑net‑worth tax compliance, client service, and staff mentorship.
4 days ago ago
$99,000 - $148,000
Intermediate (4-7 years), Expert & Leadership (13+ years), Experienced (8-12 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
What you would be doing
tax compliance
tax review
technical expertise
client liaison
staff training
engagement planning
- Participate in and provide leadership for firm initiatives and projects
- Review tax returns, tax research, tax communications, and other requested deliverables
- Serve as the main tax point of contact within our firm for clients
- Provide training, direction, and supervision to staff and senior accountants
- Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
- Perform detailed reviews of tax work papers and provision calculations completed by other associates
- Maintain technical expertise in various tax areas related to industry specialization
- Tax Manager is responsible for clients receiving proactive communication and timely service
- Plan and schedule tax engagements with clients and firm resources
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
What you bring
bachelors
cpa
public accounting
tax experience
5+ years
management
- Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
- Requires prior accounting and/or tax experience
- Requires at 5+ years of job related experience
- Prior public accounting experience desired
- Management and/or mentoring experience with other staff members
- Experience making recommendations to management
- High Net Worth Individual tax experience required
- CPA certification required in the respective state in which they are practicing
- Subject matter leader in similar accounting and/or tax services
Information not given or found
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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