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 clients, with a focus on high-net-worth individuals and related tax matters. The role reviews individual, trust, gift, and estate tax returns; supports client relationships and service delivery; and conducts technical research and special projects. The position also contributes to business development, staff development, account planning, and client service teams. 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 sites and in the office 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.
- Prior tax experience.
- Management and/or mentoring experience with other staff members.
- Experience making recommendations to management.
Nice To Haves
- CPA certification is preferred; candidates actively pursuing CPA certification will be considered.
- Experience working with fiduciary and trust returns.
- Prior public accounting experience.
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, collaborating with partners and marketing professionals to target prospects and build relationships.
- Assist, train, and develop staff, and participate in the performance review process.
- Maintain 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 multidisciplinary client service teams for account planning.
- Prepare and review client correspondence.
- Participate in firm-sponsored events for industry-specific or regional clients and prospects.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
