Senior Accountant, Tax - High Net Worth
About The Position
Wipfli is hiring a Senior Accountant, Tax to manage and coordinate tax compliance and advisory work for high-net-worth clients. The position requires a hybrid work arrangement, with regular work in a Wipfli office, from home, and at client sites. Client locations may vary locally, regionally, or nationally; scheduled meetings at client and office locations require in-person attendance. The Senior Accountant reviews individual, trust, gift, and estate tax returns; leads day-to-day client relationships and multi-disciplinary client service teams; conducts technical research; and supports business development. The role also involves preparing and reviewing client correspondence and tax-related materials, developing staff, and building technical expertise through continuing education and firm or industry events.
Requirements
- Bachelor's degree in accounting or an equivalent combination of education and experience.
- At least 3 years of job-related experience.
- Prior tax experience.
- Management and/or mentoring experience with staff members.
- Experience making recommendations to management.
Nice To Haves
- CPA certification preferred; candidates actively pursuing CPA certification will be considered.
- Experience working with fiduciary and trust returns is a plus.
- Prior public accounting experience desired.
Responsibilities
- Manage and coordinate tax compliance and advisory work for clients.
- Review individual, trust, gift, and estate tax returns.
- Lead day-to-day client relationships on tax matters and support partners with service execution and development of extended services.
- Research and consult on technical matters and special projects.
- Build relationships and communicate effectively with clients and their advisors to provide superior client service.
- Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospective clients.
- Assist, train, and develop staff, and participate in the performance review process.
- Build technical competency and industry-specific expertise through continuing professional education, firm and industry group events, and webinars.
- Review tax-related information, including tax provisions, depreciation schedules, and property tax returns.
- Lead multi-disciplinary client service teams for account planning.
- Prepare and review client correspondence.
- Participate in firm-sponsored events for industry-specific or regional clients and prospects.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- Health savings account enrollment 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 share, 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 coverage, long-term care insurance, pet insurance, identity theft protection, and supplemental life and AD&D insurance.
- Possible annual discretionary bonus, subject to participation rules and factors including individual and Firm performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
