Tax Senior Accountant

2 weeks ago


Milwaukee Wisconsin, United States Wipfli LLP Full time

Overview:
At Wipfli, we value our people.

Your unique perspective is what sets you apart. At Wipfli, we celebrate that diversity.

Our inclusive environment fosters a culture where every voice matters. Our expanding DEI resource groups promote diversity and enhance awareness throughout Wipfli.

We are dedicated to supporting your success while maintaining a healthy work-life balance.

With options for hybrid work schedules, flexible time off, and initiatives focused on mental wellness, we prioritize the well-being of our team.


If you seek a workplace that encourages growth, nurtures curiosity, and allows you to make a meaningful impact, Wipfli is the ideal choice for you.


Key Responsibilities:

Core Duties:
Oversee and coordinate tax compliance and advisory services for clients.

Examine Individual, Trust, and Estate tax returns.

Manage client relationships concerning daily tax issues, assisting partners with service delivery and the development of additional services.

Conduct research and provide consultation on technical issues and special projects.

Build and maintain strong relationships with clients, ensuring exceptional service delivery.

Engage in business development activities, collaborating with partners and marketing teams to identify and cultivate client prospects.

Supervise, mentor, and develop junior staff members, participating in the performance evaluation process.

Achieve comprehensive technical proficiency and industry-specific knowledge through continuing professional education, firm events, webinars, etc.

Review tax-related documentation, including tax provisions, depreciation schedules, and property tax returns.

Lead multidisciplinary client service teams for strategic account planning.

Draft and review client communications.

Actively participate in firm-sponsored events aimed at industry-specific and regional clients and prospects.

Qualifications:

Requires a Bachelor's Degree in Accounting or an equivalent combination of education and experience.

CPA certification, or progress towards obtaining it, is preferred in the respective state of practice (or actively pursuing CPA certification).

Requires a minimum of 4 years of relevant work experience.

Prior experience in accounting and/or tax services is essential.

Demonstrated expertise in similar accounting and/or tax services.

Experience in management and/or mentoring of staff members.

Proven ability to make recommendations to management.

Prior experience in public accounting is desirable.

Wipfli is an equal opportunity/affirmative action employer.

All candidates will receive consideration for employment without regard 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 individuals with disabilities.

If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please reach out to us.

#LI-Hybrid #LI-CS1
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