Talent.com
Senior Accountant, Tax - Partnerships

Senior Accountant, Tax - Partnerships

Wipfli Advisory LLCWausau, WI, United States
3 days ago
Job type
  • Full-time
Job description

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 :

  • Manage and coordinate tax compliance and advisory work for clients.
  • Review Federal and Multi-State Partnership tax returns.
  • Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
  • Consult on technical matters and special projects.
  • Build relationships and communicate effectively with clients to provide superior service.
  • Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
  • Manage, train, and develop staff, and participate in the performance review process.
  • Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
  • Prepare client communications pertaining to engagement planning and requests.
  • Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
  • Communicate with engagement leaders regarding open items or other important matters in a timely manner.
  • Adhere to prescribed budgets and deadlines.
  • Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.

Additional Responsibilities :

  • Attain industry-specific expertise through CPE, firm / industry group events, webinars, etc.
  • Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
  • Lead multi-disciplined client service teams for account planning.
  • Recognize potential issues and / or opportunities in engagements and discuss with engagement leader.
  • Perform a limited number of tax return interviews as needed.
  • Provide technical assistance to clients.
  • Knowledge, Skills and Abilities

    Qualifications :

  • Bachelor’s degree in accounting or an equivalent combination of education and experience.
  • CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
  • At least 3 years of job-related experience.
  • Subject matter leader in similar accounting and / or tax services.
  • Management and / or mentoring experience with other staff members.
  • Experience making recommendations to management.
  • Prior public accounting experience desired.
  • Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

    #LI-BK1 #LI-hybrid

    Additional Details

    Additional Details :

    Wipfli is an equal opportunity / affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

    Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.

    "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

    Create a job alert for this search

    Senior Tax Accountant • Wausau, WI, United States

    Related jobs
    • Promoted
    Actuary - Property and Casualty Claims

    Actuary - Property and Casualty Claims

    Sentry InsuranceStevens Point, Wisconsin, US
    Full-time
    Sentry is seeking an analytical and results driven individual to expand our actuarial capabilities in Claims.This position will be responsible for developing new analytical tools and capabilities t...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

    Remote Senior Financial Analyst ($50-$60 / hour)

    Data AnnotationWausau, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 15 days ago
    • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data AnnotationWausau, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 15 days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,815 to $1,988 per week in Tomahawk, WI

    Travel Physical Therapist (PT) - $1,815 to $1,988 per week in Tomahawk, WI

    AlliedTravelCareersTOMAHAWK, WI, US
    Full-time
    AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in TOMAHAWK, Wisconsin, 54487!. Job Description & Requirements.Physical Therapist - Skilled ...Show moreLast updated: 20 days ago
    • Promoted
    Associate Financial Analyst-Internal Control

    Associate Financial Analyst-Internal Control

    Sentry InsuranceStevens Point, Wisconsin, US
    Full-time
    We’re seeking a self-motivated professional with technical and analytical skills to join the Internal Control team as an Associate Financial Analyst. You’ve got a passion for helping others and our ...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Tomahawk, WI

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Tomahawk, WI

    AlliedTravelCareersTomahawk, WI, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Tomahawk, Wisconsin, 54532!. Interested in this assignment? Or maybe you still have not found what you a...Show moreLast updated: 16 days ago
    • Promoted
    Travel Physical Therapist (PT) in Tomahawk, WI

    Travel Physical Therapist (PT) in Tomahawk, WI

    AlliedTravelCareersTomahawk, WI, US
    Full-time
    AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Physical Therapist (PT) in Tomahawk, Wisconsin, 54532!. Travel Rehab : Physical Therapy Tomahawk.Shift Details : 0H Days (...Show moreLast updated: 21 days ago
    • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data AnnotationWausau, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 15 days ago
    • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    WipfliWausau, WI, United States
    Full-time
    At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show moreLast updated: 3 days ago
    • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Wipfli Advisory LLCWausau, WI, United States
    Full-time
    At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show moreLast updated: 3 days ago
    • Promoted
    Certified Public Accountant (CPA)

    Certified Public Accountant (CPA)

    Buska Retirement SolutionsWausau, WI, US
    Full-time
    Job Overview : The CPA will collaborate with advisors and leadership to integrate tax planning into financial advice and optimize the overall firms financial health. This role is central in delivering...Show moreLast updated: 13 days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationWausau, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 15 days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,060 per week in Tomahawk, WI

    Travel Physical Therapist (PT) - $2,060 per week in Tomahawk, WI

    AlliedTravelCareersTomahawk, WI, US
    Full-time
    AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Physical Therapist (PT) in Tomahawk, Wisconsin, 54487!. A great SNF / LTC is looking for an experienced or newly g...Show moreLast updated: 20 days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,694 to $1,878 per week in Tomahawk, WI

    Travel Physical Therapist (PT) - $1,694 to $1,878 per week in Tomahawk, WI

    AlliedTravelCareersTomahawk, WI, US
    Full-time
    AlliedTravelCareers is working with LRS Healthcare to find a qualified Physical Therapist (PT) in Tomahawk, Wisconsin, 54487!. Ready to start your next travel adventure? LRS Healthcare offers a full...Show moreLast updated: 13 days ago
    • Promoted
    Senior Audit Accountant, Technology

    Senior Audit Accountant, Technology

    WipfliWausau, WI, United States
    Full-time
    At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show moreLast updated: 3 days ago
    • Promoted
    Territory Executive - National Accounts

    Territory Executive - National Accounts

    Sentry InsuranceStevens Point, Wisconsin, US
    Full-time
    Sentry is seeking an experienced self-motivated and results driven individual to fulfill a highly skilled position as a Territory Executive for our National Accounts Division.As the Territory Execu...Show moreLast updated: 30+ days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationWausau, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 15 days ago
    • Promoted
    Travel Physical Therapist (PT) in Stevens Point, WI

    Travel Physical Therapist (PT) in Stevens Point, WI

    AlliedTravelCareersStevens Point, WI, US
    Full-time +1
    AlliedTravelCareers is working with Infojini Healthcare to find a qualified Physical Therapist (PT) in Stevens Point, Wisconsin, 54482!. Physical Therapist (PT),06 : 00 : 00-14 : 00 : 00.Self Assessment (S...Show moreLast updated: 14 days ago