Senior ManagerDirector Tax - High Net Worth
Senior ManagerDirector Tax - High Net Worth
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$ 148000 - 221000
1 Vacancy
Job Description
Overview
At Wipfli people count.
At Wipfli our people are core to everything we dothe 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 careerdefining opportunity.
Responsibilities
Responsibilities:
- Responsible for managing and coordinating tax compliance and advisory work for clients
- Review Federal and MultiState Partnership tax returns
- Lead client relationships on day to day tax matters supporting partners with service 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 taxrelated information to include tax provisions depreciation schedules property tax returns etc.
- Lead multidisciplined client service teams for account planning
- Prepare and review client correspondence (letter email etc.
- Actively participate in firm sponsored events for industryspecific and/or regional clients and prospects
Knowledge Skills and Abilities
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!
#LIAF1 #LIHybrid
Additional Details
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 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
Wipfli values fair transparent and competitive compensation considering each candidates unique skills and experiences. The estimated base pay range for this role is $148000 to $221000 with offers typically not made at the maximum allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location skills experience training/education licensure certifications business needs current associate pay and relevant 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 wellbeing. 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 firmsponsored basic life and short and longterm disability coverage a 401(k) savings plan & profit share as well as Firm matching contribution wellbeing 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 longterm 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.
Required Experience:
Director
Employment Type
Full-Time
