Senior Manager/Director Tax - High Net Worth

Referral Details :

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended.

Here's a brief overview of the process :

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website.

This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process.

Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team.

As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration.

Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status.

Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite : https : / / wipflillp.sharepoint.com / sites / WipfliAssociateHandbook / SitePages / Associate-Referral-Bonus-Program.aspx

Responsibilities : Responsibilities :

Responsibilities :

• Responsible for managing and coordinating tax compliance and advisory work for clients
• Review Federal and Multi-State Partnership tax returns
• Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
• Research and consult on technical matters and special projects
• Proactively build relationships and communicate effectively with the client to provide superior client service
• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
• Manage, train and develop staff. Participate in the performance review process

Additional Responsibilities :

• Attain a thorough technical competency and industry specific expertise through CPE, firm / industry group events, webinars, etc.
• Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
• Lead multi-disciplined client service teams for account planning
• Prepare and review client correspondence (letter, e-mail, etc.)
• Actively participate in firm sponsored events for industry-specific and / or regional clients and prospects

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 10+ years of job related experience
• High Net Worth 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 her LinkedIn page to connect!

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 [email protected].

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