Senior Accountant, Tax - High Net Worth
About The Position
Wipfli is hiring a Senior Accountant, Tax focused on high-net-worth clients. 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. It also involves technical research, special projects, client account planning, business development, staff development, and continued professional learning. The position requires a hybrid work arrangement. Associates regularly work from a Wipfli office, from home, and at client sites, which may vary locally, regionally, or nationally depending on industry alignment. Scheduled meetings at client sites or 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 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.
- 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 with clients and their advisors to provide superior client service.
- Participate in business development by 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.
- Develop technical competency and industry-specific expertise through CPE, firm and industry group events, webinars, and similar activities.
- 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
