Description

The role involves managing and coordinating tax compliance and advisory work for clients, reviewing federal and multi‑state partnership tax returns, and leading day‑to‑day client relationships. The incumbent will research technical matters, build client relationships, support business development, and manage, train, and develop staff.

The position requires maintaining technical competency through CPE and industry events, reviewing tax‑related information such as provisions and depreciation schedules, leading multi‑disciplinary service teams for account planning, preparing client correspondence, and participating in firm‑sponsored events for industry‑specific and regional clients.

• Manage and coordinate tax compliance and advisory services for clients.
• Review federal and multi‑state partnership tax returns.
• Lead client relationships on day‑to‑day tax matters and support partners in service execution.
• Research technical issues and special projects, providing consultative guidance.
• Build and maintain client relationships to deliver superior service.
• Participate in business development, collaborating with partners and marketing to target prospects.
• Manage, train, and develop staff, including performance reviews.
• Maintain technical competency through CPE, industry events, and webinars.
• Review tax‑related information such as provisions, depreciation schedules, and property tax returns.
• Lead multi‑disciplinary client service teams for account planning.
• Prepare and review client correspondence (letters, emails, etc.).
• Participate in firm‑sponsored events for industry‑specific and regional clients and prospects.

Requirements

Candidates must hold a bachelor's degree in accounting (or equivalent) and be a CPA in the practicing state, with at least five years of relevant experience, including manufacturing and retail distribution exposure. Prior public accounting, management or mentoring experience, and subject‑matter expertise in accounting/tax services are desired.

• Bachelor’s degree in Accounting or equivalent education/experience.
• CPA certification in the practicing state.
• Minimum 5 years of relevant experience, including manufacturing and retail distribution.
• Prior accounting/tax experience and public accounting background preferred.
• Demonstrated management or mentoring experience.
• Ability to make recommendations to management.

Benefits

At Wipfli, people count. Our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility, focus on relationships, and encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career‑defining opportunity.

Training + Development

Interview process

Visa Sponsorship

Security clearance