Tax Manager - High Net Worth

Wipfli Advisory LLC•Denver, CO

3d•$122,000 - $165,000

About The Position

Wipfli is hiring a Tax Manager to lead high-net-worth tax compliance engagements and provide timely, proactive service to clients. The role involves planning engagements, reviewing tax work and deliverables, serving as the primary tax contact for clients and their advisors, and supervising and developing staff. The manager also contributes leadership to firm initiatives and maintains technical expertise in relevant tax areas.

Requirements

10 or more years of job-related experience.
Bachelor’s degree in Accounting or an equivalent combination of education and experience.
CPA certification in the state where the candidate practices.
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

Proficiency with Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Axcess tax preparation software, RIA tax research software, and Go File Room is strongly desired.

Responsibilities

Lead and manage tax compliance engagements in accordance with firm and professional standards, 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 prepared 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 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.
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 insurance.
Potential eligibility for an annual discretionary bonus.