Tax Manager - High Net Worth

Overview

Manage high‑net‑worth tax compliance, client service, and staff mentorship.

Key Responsibilities

• tax compliance
• tax review
• technical expertise
• client liaison
• staff training
• engagement planning

Tasks

-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

Requirements

• bachelors
• cpa
• public accounting
• tax experience
• 5+ years
• management

What You Bring

-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

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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.

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