Tax Manager, Trust and Estate

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.

This role within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and Uniform
Principal and Income Act (“UPIA”) will be essential to the role.

Responsibilities: 

• Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters.
• Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters.
• Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner.
• Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines.
• Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems.
• Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions.

Qualifications:

• 5+ years of experience working with individuals, fiduciary, estate and gift compliance
• 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
• Knowledge and understanding of wealth transfer planning vehicles
• Experience and knowledge of comprehending trust agreement language
• Experience and knowledge of income tax and estate value impact of various trust vehicles including:
  • Charitable remainder and lead trusts
  • Spousal lifetime access trusts
  • Intentionally defective grantor trust
  • Qualified Personal Residence Trust
  • Grantor Retained Annuity trusts
• Ability to quickly become proficient or experience with charting estate plans derived from legal documents
• Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents

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

#LI-AF1 #LI-Hybrid

Additional Details:

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, 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