Senior Manager/Director, Tax - High Net Worth

Job Locations US
Job ID
2023-5457
Category
Tax
Remote
Yes

At Wipfli, people count 

 

The way you think makes you different. At Wipfli, we embrace that.  

 

Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.  

 

We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.  

 

If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you. 

Responsibilities: 

  • Responsible for managing and coordinating tax compliance and advisory work for clients
  • Review Federal and Multi-State Partnership tax returns
  • Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
  • Research and consult on technical matters and special projects
  • Proactively build relationships and communicate effectively with the client to provide superior client service
  • Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
  • Manage, train and develop staff.  Participate in the performance review process

Additional Responsibilities:

  • Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
  • Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
  • Lead multi-disciplined client service teams for account planning
  • Prepare and review client correspondence (letter, e-mail, etc.)
  • Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects

Qualifications:

  • Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
  • CPA certification required in the respective state in which they are practicing
  • Requires at 10+ years of job related experience
  • High Net Worth tax experience required
  • Requires prior accounting and/or tax experience
  • Subject matter leader in similar accounting and/or tax services
  • Management and/or mentoring experience with other staff members
  • Experience making recommendations to management
  • Prior public accounting experience desired

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 

 

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

 

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com. 

 

Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $120,000 to $230,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

 

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

 

 

#LI-AF1 #LI-Remote

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