Tax Senior Manager - Trust and Estate
Tax Senior Manager - Trust and Estate
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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 career-defining opportunity.
Responsibilities
Responsibilities:
- Manage and conduct high level review of complex tax returns for our individual clients and trust returns
- Stay current with changes in tax laws and regulations advising clients on their impact and opportunities
- Lead tax engagements from start to finish including planning budgeting and monitoring fees execution and delivery
- Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
- Work closely with partners senior managers seniors and staff to integrate practice development skills into a team approach to client service and new business development
- Lead client meetings and presentations demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
- Monitor engagement profitability through managing budgets billing and client expectations effectively
- Actively participate in and lead business development efforts including networking attending industry events and assisting with proposals to attract new clients
Knowledge Skills and Abilities
Qualifications:
- A Bachelors degree and/or Masters degree in Accounting
- Active CPA license
- 10 years of experience in HNW tax planning compliance and consulting in public accounting
- Deep understanding of estate gift and trust tax laws and their application.
- Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans
- Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
- Familiarity with family office services and private foundation structures
- Proven expertise in overseeing complex client engagements and delivering high-quality client service
- Ability to develop tax planning strategies for clients
- Proficiency in tax preparation software (e.g CCH Axcess and Microsoft Office Suite)
- Experience supervising training developing and reviewing the work of staff and senior associates
Amanda Feltner from our recruiting team will be guiding you through this process. Visit herLinkedInpage to connect!
#LI-AF1 #LI-Hybrid
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 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 Manager
Employment Type
Full-Time
