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 includes technical tax research, special projects, business development, account planning, and training and developing staff. The position uses 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 sites and in the office require in-person attendance. The estimated base pay range is $85,000 to $115,000. Individuals may be eligible for an annual discretionary bonus. Wipfli offers a range of health and other benefits, with eligibility dependent on annual hours expectation, position status or level, and location.
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 is a plus.
- Prior public accounting experience 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 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, working 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.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- Health Savings Account option 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 benefits, long-term care insurance, pet insurance, identity 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
