Tax Manager - Partnerships
About The Position
Wipfli is hiring a Tax Manager specializing in partnership taxation to provide tax compliance, consulting, planning, and client relationship services. The role includes leading client engagement teams and managing tax projects across a wide variety of industries, as well as developing and mentoring staff. The position may involve travel of up to 25%. The posting identifies the role as remote through the hashtag #LI-Remote. Compensation is estimated at $107,000 to $144,000. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and factors including individual and Firm performance. Wipfli offers a range of benefits, with eligibility dependent on annual hours expectation, position status or level, and location.
Requirements
- Bachelor’s degree in Accounting or another related field.
- CPA or licensed member of the Bar.
- At least 5 years of progressive tax compliance and/or tax consulting experience in public accounting, or a combination of industry and public accounting experience.
- Strong analytical, technical, and tax accounting/technology skills.
- Experience with partnership, joint venture, and non-corporate entity tax returns and understanding of Subchapter K partnership taxation.
- Excellent client service and communication skills, with the ability to develop and maintain strong client relationships.
- Strong leadership, recruiting, training, coaching, and mentoring skills; excellent written, interpersonal, and presentation skills.
- Ability to manage multiple engagements and competing priorities in a fast-paced, interactive, results-based team environment.
- Ability to travel up to 25%.
Responsibilities
- Review complex tax returns and provide tax consulting services for partnership clients.
- Evaluate tax aspects of partnership agreements and manage clients’ IRC Section 704(b) accounts.
- Manage multiple client service teams; plan, execute, direct, and complete tax projects across a variety of industries.
- Provide tax planning, consulting, and compliance expertise; market, sell, design, and implement tax-planning strategies and manage projects to budget.
- Manage, develop, train, and mentor staff on tax projects and assess their performance for engagement and year-end reviews.
- Research and consult on tax matters, primarily Subchapter K partnership taxation; use tax-related software to prepare and process returns and research tax matters.
- Respond to inquiries from the IRS and other tax authorities.
- Communicate actively with clients to manage expectations, meet deadlines, and strengthen client relationships.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- HSA enrollment opportunity 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 insurance, pet insurance, ID theft protection, and supplemental life/AD&D coverage.
- Potential eligibility for an annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
