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 requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities:
- Manage and coordinate tax compliance and advisory work for clients.
- Review Federal and Multi-State Partnership tax returns.
- Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
- Consult on technical matters and special projects.
- Build relationships and communicate effectively with clients to provide superior service.
- Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
- Manage, train, and develop staff, and participate in the performance review process.
- Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
- Prepare client communications pertaining to engagement planning and requests.
- Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
- Communicate with engagement leaders regarding open items or other important matters in a timely manner.
- Adhere to prescribed budgets and deadlines.
- Develop technical competency 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.
Additional Responsibilities:
- Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
- Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
- Lead multi-disciplined client service teams for account planning.
- Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
- Perform a limited number of tax return interviews as needed.
- Provide technical assistance to clients.
Qualifications:
- Bachelor's degree in accounting or an equivalent combination of education and experience.
- CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
- At least 3 years of job-related 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.
#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.
