Tax Manager

1 week ago


Milwaukee, Wisconsin, United States Wipfli Full time
Lead Tax Compliance Specialist

At Wipfli, we value diversity and inclusion in the workplace. Our inclusive culture provides a platform for everyone to have a voice and contribute to our growth. We're committed to helping you achieve success with balance, offering hybrid schedules, flexible time off, training programs, and mental wellness initiatives.

We're seeking a highly skilled Tax Compliance Specialist to lead and manage tax compliance engagements in accordance with firm and professional standards. The ideal candidate will have a strong background in tax compliance, excellent communication skills, and the ability to work effectively with clients and team members.

Key Responsibilities:
  • Lead and manage tax compliance engagements, ensuring timely completion and high-quality results.
  • Plan and schedule tax engagements with clients and firm resources, ensuring effective project management.
  • Serve as the main tax point of contact within our firm for clients, providing proactive communication and timely service.
  • Perform detailed reviews of tax work papers and provision calculations completed by other associates, ensuring accuracy and compliance.
  • Review tax returns, tax research, tax communications, and other requested deliverables, providing expert feedback and guidance.
  • Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters.
  • Provide training, direction, and supervision to staff and senior accountants, ensuring their growth and development.
  • Participate in and provide leadership for firm initiatives and projects, driving innovation and excellence.
  • Maintain technical expertise in various tax areas related to industry specialization, staying up-to-date with changing regulations and best practices.
Requirements:
  • Bachelor's Degree in Accounting or an equivalent combination of education and experience.
  • CPA certification required in the respective state in which they are practicing.
  • At least 5+ years of job-related experience, with a strong background in tax compliance.
  • High Net Worth Individual tax experience required.
  • 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.

We're an equal opportunity/affirmative action employer, 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 .



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