Senior Accountant, Tax - High Net Worth

Wipfli•Bedford, NH

6d•Hybrid

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 role includes reviewing individual, trust, gift, and estate tax returns; handling day-to-day client tax matters; researching technical issues; and contributing to client service, account planning, and business development. The Senior Accountant will work with partners, client advisors, marketing professionals, and multidisciplinary service teams, while also training and developing staff and participating in performance reviews. The 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 and office locations require in-person attendance. Wipfli describes a professional environment focused on flexibility, relationships, and individual career paths.

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 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 by collaborating 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.
Develop technical competency and industry-specific expertise through continuing professional education, 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 in account planning.
Prepare and review client correspondence.
Participate in firm-sponsored events for industry-specific and/or regional clients and prospects.