Tax Manager - High Net Worth

Description

• Communicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situations
• Participate in and provide leadership for firm initiatives and projects
• Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
• Review financial statements and footnotes, management reports, executive reports, and other requested deliverables
• Identify and respond to client issues in a timely, accurate, positive and professional manner.
• Plan and schedule engagements with clients and firm resources
• Consult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needs
• Prepare and review client correspondence (letter, e-mail, etc.)
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
• Provide training, direction, and supervision to staff, senior accountants, and managers
• Manage expectations effectively through clear and continuous communication with the client and/or other accountant
• Lead multi-disciplined client service teams for account planning
• Perform detailed reviews of tax workpapers and provision calculations completed by other associates
• Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm
• Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner

Requirements

• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
• Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
• CPA certification required in the respective state in which they are practicing
• Subject matter leader in similar accounting and/or tax services
• Experience making recommendations to management
• 10+ years of job-related experience
• Management and/or mentoring experience with other staff members
• Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance