Job Tax Manager, Trust and Estate

Overview

At Wipfli, people count. At Wipfli, our people are core to everything we dothe 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 within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs. The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and Uniform Principal and Income Act (UPIA) will be essential to the role.

Responsibilities

Responsibilities :

• Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income / estate tax matters.
• Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters.
• Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner.
• Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines.
• Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems.
• Participate in developing standardized approaches and methodologies for improving the quality and time-to-delivery of estate plan solutions.

Knowledge, Skills and Abilities

Qualifications :

Amanda Feltner, from our recruiting team, will be guiding you through this process.

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 identity, 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.