Tax Administrative Specialist

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.

The Tax Administrative Specialist can work in person hybrid or remote.

Responsibilities:

• Prepare and manage client engagement letters and tax documents including scanning and organizing client organizers.
• Process client tax returns using platforms such as SafeSendReturns Sharefile Tax Caddy and CCH Axcess.
• Support the adoption and utilization of tools including Wipflo
• Support year end tax planning
• Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.

Qualifications:

• 1 years of administrative experience in a professional services setting required
• Requires basic proficiency in Microsoft Word Outlook and Excel; knowledge of tax preparation software and Microsoft Teams is preferred
• Requires clear concise verbal and written communication skills and accurate grammar usage
• Ability to plan prioritize and organize work effectively while balancing many projects simultaneously
• Ability to work flexibly under pressure and time deadlines with great attention to detail
• Ability to work with a diverse group of clients and employees and maintaining a positive attitude towards work the firm and the team

Geri Otto from our recruiting team will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-onsite #LI-GO1

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