Tax Manager - High Net Worth

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: 

• Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations

• Plan and schedule tax engagements with clients and firm resources

• Serve as the main tax point of contact within our firm for clients and their advisors

• Tax Manager is responsible for clients receiving proactive communication and timely service

• Perform detailed reviews of tax work papers and provision calculations completed by other associates

• Review Individual, Trust, Gift and Estate tax returns, tax research, tax communications, and other requested deliverables

• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner

• Provide training, direction, and supervision to staff and senior accountants

• Participate in and provide leadership for firm initiatives and projects

• Maintain technical expertise in various tax areas related to industry specialization

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 5+ years of job related experience
• High Net Worth Individual 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! 

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