Senior Financial Analyst

4 weeks ago


Bozeman, Montana, United States Wipfli Full time

Job Summary

We are seeking a highly skilled Senior Accountant, Tax to join our team at Wipfli. As a Senior Accountant, Tax, you will be responsible for managing and coordinating tax compliance and advisory work for clients.

Key Responsibilities

  • Review Individual, Trust, and Estate 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
  • Actively participate in business development efforts, working collaboratively with partners and marketing professionals to target and build relationships with client prospects
  • Manage, train, and develop staff, participating in the performance review process
  • Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
  • Lead multi-disciplined client service teams for account planning

Requirements

  • Bachelor's Degree in Accounting or an equivalent combination of education and experience
  • 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
  • Prior public accounting experience desired

Equal Employment Opportunity

Wipfli is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing reasonable accommodations for people with disabilities and encourage applicants to contact us if they require any accommodations during the application process.



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