Tax Manager - High Net Worth

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.

Responsibilities

Responsibilities :

Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations

Plan and schedule tax engagements with clients and firm resources

Serve as the main tax point of contact within our firm for clients

Tax Manager is responsible for clients receiving proactive communication and timely service

Perform detailed reviews of tax work papers and provision calculations completed by other associates

Review tax returns, tax research, tax communications, and other requested deliverables

Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner

Provide training, direction, and supervision to staff and senior accountants

Participate in and provide leadership for firm initiatives and projects

Maintain technical expertise in various tax areas related to industry specialization

Knowledge, Skills and Abilities

Qualifications :

Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience

CPA certification required in the respective state in which they are practicing

Requires at 5+ years of job related experience

High Net Worth Individual tax experience required

Requires prior accounting and / or tax 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

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit herLinkedIn () page to connect!

#LI-AF1 #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.

Job LocationsUS-MI-Southfield, MI

Job ID 2022-5040

Category Tax

Remote No