Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities :
- Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
- Establish and maintain effective client relationships through regular communications, including on-site visits
- Adhere to prescribed budgets and deadlines
- Develop technical competency and provide assistance to clients
- Participate in continuing professional education programs
- Serve as a trusted business advisor for clients and associates
- Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and / or opportunities in engagements and discuss with engagement leader
- Use data analysis skills to discover useful information and patterns to provide support in recommendations
Tax Specific :
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leadersUnderstand and effectively use current tax and accounting software applicationsResearch tax related issues and other related financial reportsKnowledge, Skills and Abilities
Qualifications :
Bachelors degree in accounting or an equivalent combination of education and experienceCPA certification preferred. Candidates actively pursuing CPA certification will be considered.2-3+ years of experienceAbility to plan, prioritize, and organize work effectivelyAbility to balance many projects simultaneouslyAbility to work under pressure and time deadlinesAbility to analyze data and recommend solutionsStrong verbal and written communication skillsAmanda Feltner, from our recruiting team, will be guiding you through this process. Visit her page to connect!
LI-AF1 #LI-Hybrid
Additional Details
Additional Details :