Senior Manager/Director, Tax - Partnerships

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities: 

• Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of clients
• Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences
• Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
• Manage teams of tax professionals and assistants working on client projects
• Advise clients and be accountable for delivering high quality tax service and advice
• Participate in and contribute to market and business activities external to the firm
• Research 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
• Respond to inquiries from the IRS and other tax authorities
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
• Manage risk and financial performance of engagements including billing, collections, and project budgets
• Team with other professionals to identify new marketplace opportunities and grow the complex fund tax practice

Qualifications:

• Minimum 10+ years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
• Bachelor's degree in accounting or related field
• Licensed CPA, JD/LLM
• Prior experience with pass-through entities and partnerships
• Experience managing multiple client engagements and client service teams and managing timely deliverables
• Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Experience mentoring and counseling staff level team members
• Prior experience working with financial services and/or real estate clients, a plus

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 identity, 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.

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