Senior Accountant, Tax - Partnerships

Overview

Manage partnership tax compliance, advisory, client relations, and lead staff.

Key Responsibilities

• tax compliance
• return preparation
• tax review
• client management
• business development
• staff development

Tasks

-Consult on technical matters and special projects. -Manage and coordinate tax compliance and advisory work for clients. -Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters. -Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects. -Perform a limited number of tax return interviews as needed. -Manage, train, and develop staff, and participate in the performance review process. -Provide technical assistance to clients. -Lead day-to-day client relationships, supporting partners with service execution and development of extended services. -Review Federal and Multi-State Partnership tax returns. -Prepare client communications pertaining to engagement planning and requests. -Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc. -Communicate with engagement leaders regarding open items or other important matters in a timely manner. -Build relationships and communicate effectively with clients to provide superior service. -Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner. -Lead multi-disciplined client service teams for account planning. -Adhere to prescribed budgets and deadlines. -Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.

Requirements

• cpa
• bachelor's
• 3+ years
• public accounting
• management
• cpe

What You Bring

-Management and/or mentoring experience with other staff members. -Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc. -At least 3 years of job-related experience. -Bachelor’s degree in accounting or an equivalent combination of education and experience. -Subject matter leader in similar accounting and/or tax services. -Experience making recommendations to management. -Prior public accounting experience desired. -Recognize potential issues and/or opportunities in engagements and discuss with engagement leader. -CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.

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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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