Senior Manager/Director Tax - High Net Worth

Overview

Oversee high‑net‑worth tax compliance, advisory, client relations, and team development.

Key Responsibilities

• tax compliance
• tax returns
• technical research
• client service
• staff development
• business development

Tasks

-Prepare and review client correspondence (letter, e-mail, etc.) -Manage, train and develop staff. Participate in the performance review process -Research and consult on technical matters and special projects -Lead multi-disciplined client service teams for account planning -Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc. -Proactively build relationships and communicate effectively with the client to provide superior client service -Responsible for managing and coordinating tax compliance and advisory work for clients -Review Federal and Multi-State Partnership tax returns -Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects -Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services -Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects

Requirements

• high net worth
• bachelors
• cpa
• public accounting
• management
• 10+ years

What You Bring

-High Net Worth tax experience required -Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience -Requires prior accounting and/or tax experience -Prior public accounting experience desired -Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc. -Management and/or mentoring experience with other staff members -Experience making recommendations to management -CPA certification required in the respective state in which they are practicing -Requires at 10+ years of job related experience -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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