Tax Manager - High Net Worth
About The Position
Wipfli is hiring a Tax Manager focused on high-net-worth clients. The role leads tax compliance engagements in accordance with firm and professional standards, managing budgets, deadlines, client relationships, and firm resources. The Tax Manager serves as the primary tax contact for clients and their advisors and ensures proactive communication and timely service. The position reviews tax work papers, provision calculations, returns, research, communications, and other deliverables; supervises and trains staff; and contributes leadership and technical expertise to firm initiatives and specialized tax services.
Requirements
- Bachelor's degree in Accounting or an equivalent combination of education and experience.
- CPA certification in the state where 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, budget, 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 industry specialization.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- HSA enrollment 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, identity theft protection, and supplemental life/AD&D insurance.
- Potential annual discretionary bonus.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
