Senior Tax Accountant - High Net Worth
Senior Tax Accountant - High Net Worth
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$ 83000 - 125000
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 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 that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
- Responsible for managing and coordinating tax compliance and advisory work for clients
- Review Individual Trust and Estatetax returns
- Lead client relationships on day to day tax matters supporting partners with service execution 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
- Attain a thorough technical competency and industry specific expertise through CPE firm/industry group events webinars etc.
- Review tax-related information to include tax provisions depreciation schedules property tax returns etc.
- Lead multi-disciplined client service teams for account planning
- Prepare and review client correspondence
- Actively participate in firm sponsored events for industry-specific 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 preferred. Candidates actively pursuing CPA certification will be considered.
- Requires at 2-3 years of job related experience
- 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!
#LI-Hybrid #LI-AF1
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 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
Wipfli values fair transparent and competitive compensation considering each candidates unique skills and experiences. The estimated base pay range for this role is $83000 to $125000 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 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.
Required Experience:
Senior IC
Employment Type
Full-Time
