Senior Accountant, Tax - High Net Worth

Wipfli Advisory LLC • Bedford, NH

13d • 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 reviews individual, trust, gift, and estate tax returns; handles technical research and special projects; and supports client relationships and service delivery. It also contributes to business development, leads client service teams, and helps train and develop staff. The position requires a hybrid work arrangement, with regular work in a Wipfli office, from home, and at 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 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, supporting 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 prospects and build relationships.
• 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 multi-disciplined client service teams for account planning.
• Prepare and review client correspondence.
• Participate in firm-sponsored events for industry-specific and/or regional clients and prospects.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior