Senior Accountant, Tax - Partnerships

Wipfli Advisory LLC•Chicago, IL

9d•$85,000 - $115,000•Hybrid

About The Position

Wipfli is hiring a Senior Accountant, Tax - Partnerships. This role requires a hybrid work arrangement, with regular work from a Wipfli office, home, and client sites. Client locations may vary locally, regionally, or nationally according to industry alignment; scheduled meetings at client and office locations require in-person attendance. The role manages and coordinates tax compliance and advisory services for clients, with a focus on federal and multistate partnership tax returns and Sub-chapter K partnership taxation. It also supports client relationships, technical consulting, business development, staff development, and the preparation and review of tax returns and related information. The position works with engagement leaders and partners to deliver client services within established budgets and deadlines.

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 state where practicing 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 and support partners with service execution and development of extended services.
Consult on technical matters and special projects.
Build client relationships and communicate effectively to provide superior service.
Participate in business development efforts with partners and marketing professionals to target prospects and build relationships.
Manage, train, and develop staff, and participate in the performance review process.
Respond to client and firm associate requests in a timely, accurate, positive, and professional manner.
Prepare client communications related to 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 software to prepare and process returns and research tax matters.
Attain industry-specific expertise through continuing professional education, firm or industry group events, and webinars.
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.

Benefits

Eight health plan options, including HMO and PPO plans.
Dental and vision coverage.
HSA enrollment opportunity with potential Firm contribution.
Employee Assistance Program.
Firm-sponsored basic life insurance and short- and long-term disability coverage.
401(k) savings plan and profit sharing, with Firm matching contribution.
Well-being incentive.
Education and certification assistance.
Flexible time off.
Family care leave and parental leave.
Family formation benefits.
Cell phone reimbursement.
Travel rewards.
Voluntary critical illness and accident insurance, hospital indemnity insurance, legal benefits, long-term care insurance, pet insurance, ID theft protection, and supplemental life/AD&D insurance.
Potential eligibility for an annual discretionary bonus.