Tax Manager, Trust and Estate

Wipfli

Review and enhance client estate plans, conduct tax research, calculations, and deliver advice.

25 days ago ago

Intermediate (4-7 years), Experienced (8-12 years)

Full Time

Southfield, MI

Hybrid

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

Description

methodology development

tax calculations

stakeholder communication

deliverable preparation

client response

tax research

Requirements

cpa

bachelors accounting

trust law

tax knowledge

5+ years

wealth transfer

Benefits

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

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Company

Overview

Since 1930

Year Established

The company has been operational since its establishment in 1930.

Culture + Values

Environment + Sustainability

2030

Net-Zero Goal

Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.

Inclusion & Diversity

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