Senior Accountant, Tax - Healthcare Physician Practices
About The Position
The Senior Accountant, Tax serves healthcare and for-profit medical practice clients in a hybrid arrangement, working regularly from a Wipfli office, home, and client sites. In-person attendance is required for scheduled meetings at the office and client locations. The role provides tax compliance and advisory services, builds client relationships, and develops deep industry expertise in medical practices. The Senior Accountant works with engagement leaders and other tax team members, adheres to firm and professional standards, and uses data analysis and current tax and accounting software to support client recommendations.
Requirements
- Bachelor’s degree in accounting or a related field.
- 3–4+ years of related experience.
- Ability to plan, prioritize, and organize work across many simultaneous projects under pressure and deadlines.
- Ability to analyze data and recommend solutions.
- Strong verbal and written communication skills.
Nice To Haves
- CPA certification preferred; candidates actively pursuing CPA certification will be considered.
- Prior healthcare tax experience preferred.
Responsibilities
- Respond to client and firm associate requests in a timely, accurate, positive, and professional manner.
- Establish and maintain effective client relationships through regular communication, including on-site visits.
- Adhere to prescribed budgets and deadlines.
- Develop technical competency and assist clients.
- Participate in continuing professional education programs.
- Serve as a trusted business advisor to clients and associates.
- Identify process improvement opportunities, recognize potential engagement issues or opportunities, and discuss them with the engagement leader.
- Use data analysis to identify useful information and patterns that support recommendations.
- Provide healthcare and medical practice clients with tax compliance services and proactive tax consultations for individual, C corporation, S corporation, and partnership engagements, following firm and professional standards as directed by engagement leaders.
- Provide customized tax advisory services and work with tax team members to identify and research complex tax issues.
- Develop deep industry expertise focused on the medical practice space.
- Use current tax and accounting software applications effectively.
- Research tax-related issues and prepare or review related financial reports.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental insurance.
- Vision insurance.
- Health savings account with potential firm contribution.
- Employee Assistance Program.
- Firm-sponsored basic life insurance.
- Short- and long-term disability coverage.
- 401(k) savings plan and profit share, with firm matching contribution.
- Well-being incentive.
- Education and certification assistance.
- Flexible time off.
- Family care leave.
- Parental leave.
- Family formation benefits.
- Cell phone reimbursement.
- Travel rewards.
- Voluntary critical illness and accident insurance.
- Hospital indemnity insurance.
- Legal insurance.
- Long-term care insurance.
- Pet insurance.
- Identity theft protection.
- Supplemental life and AD&D insurance.
- Potential eligibility for an annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
