Senior Accountant, Tax - High Net Worth
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 position reviews individual, trust, gift, and estate tax returns; researches technical matters; and supports clients on day-to-day tax matters. It requires a hybrid work arrangement, with regular work at a Wipfli office, from home, and at client sites. Scheduled meetings at client and office locations require in-person attendance. The role leads client relationships and multidisciplinary service teams, supports business development, and helps train and develop staff. The Senior Accountant also reviews tax-related information and client correspondence, participates in performance reviews and firm events, and maintains technical and industry expertise through continuing education and professional activities.
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 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 additional services.
- Research and consult on technical matters and special projects.
- Build client relationships and communicate with clients and their advisors to provide strong client service.
- Participate in business development, collaborating with partners and marketing professionals to identify and build relationships with prospects.
- Assist, train, and develop staff, and participate in the performance review process.
- Maintain technical competency and industry expertise through CPE, firm and industry events, and webinars.
- 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 regional clients and prospects.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- HSA enrollment 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, ID theft protection, and supplemental life/AD&D coverage.
- Potential annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
