Senior Manager/Director, Tax - High Net Worth
About The Position
Wipfli is hiring a Senior Manager/Director, Tax to manage and coordinate tax compliance and advisory work for high-net-worth clients. The role reviews federal and multistate partnership tax returns, handles technical research and special projects, and leads day-to-day client relationships while supporting partners in service delivery and expanding client services. The position also contributes to business development, builds relationships with prospective clients, and leads multidisciplinary client service teams in account planning. It includes managing, training, and developing staff and participating in performance reviews. The role requires continued development of technical and industry expertise, as well as review of tax-related information such as tax provisions, depreciation schedules, and property tax returns. The estimated base salary range is $145,000 to $195,000. Eligible individuals may receive an annual discretionary bonus. Benefits include health, dental, and vision coverage; an HSA option with potential firm contribution; an Employee Assistance Program; basic life and short- and long-term disability coverage; a 401(k) savings plan, profit sharing, and firm matching contribution; a well-being incentive; education and certification assistance; flexible time off; family care and parental leave; family formation benefits; cell phone reimbursement; and travel rewards. Voluntary benefits include critical illness and accident insurance, hospital indemnity insurance, legal and long-term care coverage, pet insurance, identity theft protection, and supplemental life/AD&D. Benefit eligibility depends on annual hours expectation, position status and level, and location.
Requirements
- Bachelor's degree in Accounting or an equivalent combination of education and experience.
- CPA certification in the state in which the candidate practices.
- 10 or more years of job-related experience.
- High-net-worth tax experience.
- Prior accounting and/or tax experience.
- Subject matter leadership in similar accounting and/or tax services.
- Management and/or mentoring experience with staff.
- Experience making recommendations to management.
Nice To Haves
- Prior public accounting experience.
Responsibilities
- Manage and coordinate tax compliance and advisory work for clients.
- Review federal and multistate partnership 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 client relationships and communicate effectively to provide superior client service.
- Participate in business development, collaborating with partners and marketing professionals to target prospects and build relationships.
- Manage, train, and develop staff and participate in performance reviews.
- Develop technical competency and industry-specific expertise through CPE and firm and industry events, webinars, and similar activities.
- Review tax-related information, including tax provisions, depreciation schedules, and property tax returns.
- Lead multidisciplinary client service teams for account planning.
- Prepare and review client correspondence, including letters and email.
- 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.
- HSA enrollment option with potential firm contribution.
- Employee Assistance Program.
- Firm-sponsored basic life insurance and short- and long-term disability coverage.
- 401(k) savings plan, profit sharing, and 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 coverage.
- Pet insurance.
- Identity theft protection.
- Supplemental life and AD&D insurance.
- Potential annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
