Senior Accountant, Tax - Healthcare Physician Practices
About The Position
Wipfli is hiring a Senior Accountant, Tax to serve healthcare and for-profit medical practice clients. The role uses a hybrid work arrangement, with regular work from a Wipfli office, from home, and at client sites. Scheduled meetings at client and office locations require in-person attendance; client sites may vary locally, regionally, or nationally depending on industry alignment. The position provides tax compliance and advisory services to medical practice clients, supports a range of individual and business tax engagements, and works with clients and tax team members to research and resolve complex issues. The Senior Accountant is expected to develop deep expertise in the medical practice industry, build trusted client relationships, meet engagement budgets and deadlines, and identify ways to improve processes and client outcomes.
Requirements
- Bachelor’s degree in accounting or a related field.
- 3–4 years of related experience.
- Ability to plan, prioritize, and organize work across many projects simultaneously under pressure and time deadlines.
- Ability to analyze data and recommend solutions.
- Strong verbal and written communication skills.
Nice To Haves
- CPA certification is preferred; candidates actively pursuing CPA certification will be considered.
- Prior experience in healthcare tax is preferred.
Responsibilities
- Respond to client and firm associate requests in a timely, accurate, positive, and professional manner.
- Establish and maintain effective client relationships through regular communication, including on-site visits.
- Adhere to prescribed budgets and deadlines.
- Develop technical competency and assist clients.
- Participate in continuing professional education programs.
- Serve as a trusted business advisor to clients and associates.
- Proactively identify process improvement opportunities, recognize potential engagement issues or opportunities, and discuss them with the engagement leader.
- Use data analysis to identify useful information and patterns that support recommendations.
- Provide tax compliance services and proactive tax consultations to medical practice clients for individual, C corporation, S corporation, and partnership engagements, in accordance with firm and professional standards and as directed by engagement leaders.
- Partner with clients to provide customized tax advisory services and work with tax team members to identify and research complex tax issues.
- Develop deep industry expertise focused on the medical practice space.
- Understand and effectively use current tax and accounting software applications.
- Research tax-related issues and other related financial reports.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental coverage.
- Vision coverage.
- Health savings account enrollment with potential firm contribution.
- Employee Assistance Program.
- Firm-sponsored basic life insurance.
- 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.
- Parental leave.
- Family formation benefits.
- Cell phone reimbursement.
- Travel rewards.
- Voluntary critical illness and accident insurance.
- Hospital indemnity insurance.
- Legal insurance.
- Long-term care insurance.
- Pet insurance.
- Identity theft protection.
- Supplemental life and AD&D insurance.
- Potential eligibility for an annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
