Tax Manager - High Net Worth
About The Position
Wipfli is hiring a Tax Manager to lead high-net-worth tax compliance engagements and deliver timely, proactive client service. The role serves as the primary tax contact for clients and their advisors, plans and schedules engagements, and ensures work meets firm and professional standards, budgets, and deadlines. The manager reviews individual, trust, gift, and estate tax returns, tax research, work papers, provision calculations, communications, and other deliverables. The position also provides training, direction, and supervision to staff and senior accountants, contributes leadership to firm initiatives, and maintains technical expertise in tax areas related to the role’s industry specialization. The role requires a bachelor’s degree in accounting or equivalent education and experience, CPA certification in the state of practice, at least five years of related experience, and high-net-worth individual tax experience. Prior accounting or tax experience, subject matter expertise, mentoring or management experience, and experience making recommendations to management are required; prior public accounting experience is desired. The estimated base pay range is $109,000–$147,000, with potential eligibility for an annual discretionary bonus.
Requirements
- Bachelor’s degree in accounting or an equivalent combination of education and experience.
- CPA certification in the state in which the candidate is practicing.
- At least 5 years of job-related experience.
- High-net-worth individual 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 members.
- Experience making recommendations to management.
Nice To Haves
- Prior public accounting experience.
Responsibilities
- Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations.
- Plan and schedule tax engagements with clients and firm resources.
- Serve as the firm’s main tax point of contact for clients and their advisors.
- Ensure clients receive proactive communication and timely service.
- Review tax work papers and provision calculations completed by other associates.
- Review individual, trust, gift, and estate tax returns, tax research, tax communications, and other requested deliverables.
- Communicate proactively with clients and engagement partners about project status, client service opportunities, and other significant matters.
- Provide training, direction, and supervision to staff and senior accountants.
- Participate in and provide leadership for firm initiatives and projects.
- Maintain technical expertise in tax areas related to the industry specialization.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- Health savings account 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 share, 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, identity theft protection, and supplemental life and 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
