Senior Accountant, Tax - Partnerships

Wipfli Advisory LLC•Minneapolis, MN

9d•$82,000 - $110,000•Hybrid

About The Position

Wipfli is hiring a Senior Accountant, Tax - Partnerships to manage and coordinate tax compliance and advisory work for clients, with a focus on federal and multistate partnership tax returns and Sub-chapter K partnership taxation. The role leads day-to-day client relationships and supports partners with service delivery and development of additional services. It also involves consulting on technical matters and special projects, preparing tax returns and projections, and providing technical assistance to clients. The position includes managing, training, and developing staff; contributing to business development; and working with engagement leaders and multidisciplinary client service teams. The role requires timely, professional communication with clients and firm associates, adherence to budgets and deadlines, and ongoing development of technical and industry expertise. The position uses tax-related software to prepare and process returns and research tax matters. This role requires a hybrid work arrangement. Associates regularly work in a Wipfli office, from home, and at client sites, which may be local, regional, or national depending on industry alignment. Scheduled meetings at client and office locations require in-person attendance.

Requirements

Bachelor’s degree in accounting or an equivalent combination of education and experience.
At least 3 years of job-related experience.
Subject matter leadership in similar accounting and/or tax services.
Management and/or mentoring experience with other staff members.
Experience making recommendations to management.

Nice To Haves

CPA certification, or progress toward obtaining it, in the respective state of practice is preferred.
Prior public accounting experience is desired.

Responsibilities

Manage and coordinate tax compliance and advisory work for clients.
Review federal and multistate partnership tax returns.
Lead day-to-day client relationships, support partners with service execution, and develop extended services.
Consult on technical matters and special projects.
Build client relationships and communicate effectively to provide superior service.
Participate in business development with partners and marketing professionals to target prospects and build relationships.
Manage, train, and develop staff and participate in performance reviews.
Respond to client and firm associate requests in a timely, accurate, positive, and professional manner.
Prepare client communications about engagement planning and requests.
Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
Communicate open items and other important matters to engagement leaders in a timely manner.
Adhere to prescribed budgets and deadlines.
Develop technical competency and consult on tax matters, primarily Sub-chapter K partnership taxation; use tax-related software to prepare and process returns and research tax matters.
Attain industry-specific expertise through CPE, firm or industry group events, webinars, and similar activities.
Review tax-related information, including tax provisions, depreciation schedules, and property tax returns.
Lead multidisciplinary client service teams for account planning.
Recognize potential engagement issues or opportunities and discuss them with the engagement leader.
Conduct a limited number of tax return interviews as needed.
Provide technical assistance to clients.