Tax Manager - Partnerships

Wipfli Advisory LLC•Wauwatosa, WI

12d•Hybrid

About The Position

Wipfli is hiring a Tax Manager focused on partnership clients. The role facilitates primary reviews of complex tax returns and provides tax consulting. It evaluates tax aspects of partnership agreements and manages clients’ Internal Revenue Code (IRC) Section 704(b) accounts. The manager oversees client service teams and tax engagements across a wide variety of industries, providing tax planning, consulting, and compliance expertise. The position also involves developing staff, conducting tax research, responding to tax authorities, and maintaining strong client relationships.

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.
Excellent analytical, technical, and tax accounting/technology skills.
Experience with partnership returns, joint venture and non-corporate entity tax returns, and understanding of Subchapter K partnership taxation.
Exceptional client service and communication skills, with demonstrated ability to develop and maintain outstanding client relationships.
Strong leadership, recruiting, training, coaching, and mentoring skills, as well as excellent written, interpersonal, and presentation skills.
Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
Ability to travel up to 25%.

Responsibilities

Facilitate primary reviews of complex tax returns and provide tax consulting services for partnership clients.
Evaluate the tax aspects of partnership agreements and manage clients’ IRC Section 704(b) accounts.
Manage multiple client service teams on engagements; plan, execute, direct, and complete tax projects across a wide variety of industries.
Provide tax planning, consulting, and compliance expertise to clients.
Market, sell, design, and implement tax-planning strategies for clients and manage work 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 enhance client relationships.