Tax Manager - High Net Worth

Wipfli Advisory LLC • ,

3d • $107,000 - $144,000 • Remote

About The Position

Wipfli is hiring a Tax Manager focused on high-net-worth clients. The role leads tax compliance engagements and serves as the firm’s primary tax contact for clients and their advisors, ensuring proactive communication and timely service. The manager reviews individual, trust, gift, and estate tax returns, work papers, provision calculations, tax research, and other client deliverables. They also plan engagements, supervise and train staff, maintain technical expertise in relevant tax areas, and contribute leadership to firm initiatives.

Requirements

• Bachelor’s degree in Accounting or an equivalent combination of education and experience.
• CPA certification in the state where the candidate practices.
• 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, budgets, and deadlines.
• 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 prepared by other associates.
• Review individual, trust, gift, and estate tax returns, tax research, tax communications, and other requested deliverables.
• Communicate with clients and engagement partners about project status, client service opportunities, and significant matters.
• Train, direct, and supervise staff and senior accountants.
• Participate in and provide leadership for firm initiatives and projects.
• Maintain technical expertise in tax areas related to the role’s industry specialization.

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 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 coverage, long-term care insurance, pet insurance, identity theft protection, and supplemental life/AD&D coverage.
• Annual discretionary bonus may be available, subject to participation rules and various performance factors.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager