Tax Manager - High Net Worth
About The Position
Wipfli is hiring a Tax Manager specializing in high-net-worth individual tax services. The role manages tax compliance engagements in accordance with firm and professional standards, while meeting budget and deadline expectations. The Tax Manager plans engagements with clients and firm resources, serves as the firm’s primary tax contact for clients, and ensures proactive communication and timely service. The position also reviews tax work papers, provision calculations, returns, research, communications, and other deliverables; provides direction and development to staff; and contributes leadership to firm initiatives. The role requires strong technical expertise in relevant tax areas and experience with high-net-worth individual tax matters.
Requirements
- Bachelor’s degree in Accounting or an equivalent combination of education and experience.
- CPA certification in the respective 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 other 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 main tax point of contact within the firm for clients.
- Ensure clients receive proactive communication and timely service.
- Perform detailed reviews of tax work papers and provision calculations completed by other associates.
- Review tax returns, tax research, tax communications, and other requested deliverables.
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner.
- Provide training, direction, and supervision to staff and senior accountants.
- Participate in and provide leadership for firm initiatives and projects.
- Maintain technical expertise in various tax areas related to industry specialization.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- Opportunity to enroll in an HSA 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, 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
