Senior Accountant, Tax - High Net Worth

Wipfli Advisory LLC•Chicago, IL

12d•$85,000 - $115,000•Hybrid

About The Position

Wipfli is hiring a Senior Accountant for its High Net Worth tax practice. The role manages and coordinates tax compliance and advisory work, reviews individual, trust, gift, and estate tax returns, and supports client relationships and service delivery. The Senior Accountant also conducts tax research, contributes to business development, leads client service teams, and helps train and develop staff. The position uses a hybrid work arrangement, with regular work from a Wipfli office, home, and client sites. 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.
Prior tax experience.
Management or mentoring experience with other 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 is 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, working with partners and marketing professionals to target and build relationships with client prospects.
Assist, train, and develop staff, and participate in the performance review process.
Build technical competency and industry-specific expertise through continuing professional education and firm or industry events.
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.

Benefits

Eight health plan options, including HMO and PPO plans.
Dental and vision coverage.
Health savings account option 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 coverage, long-term care insurance, pet insurance, identity theft protection, and supplemental life and AD&D coverage.
Potential eligibility for an annual discretionary bonus.