Senior Accountant, Tax - High Net Worth

Overview

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

Responsibilities: 

• Responsible for managing and coordinating tax compliance and advisory work for clients
• Review Individual, Trust, Gift and Estate tax 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 and their advisors 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
• Assist, 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 3+ years of job related experience 

• Experience working with fiduciary, trust returns a plus 

• Requires prior tax experience 

• Management and/or mentoring experience with other staff members 

• Experience making recommendations to management 

• Prior public accounting experience desired 

Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-BK1 #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 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

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.