Tax Manager
4 weeks ago
At Wipfli, we value diversity and inclusion in the workplace. Our culture provides a space for everyone to have a voice and grow professionally. We offer flexible schedules, training programs, and mental wellness initiatives to help you achieve success with balance. If you want to be in an environment where you can make a difference, Wipfli is the place for you.
Responsibilities- Manage and coordinate 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, 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.
- Attain a thorough technical competency and industry-specific expertise through CPE, firm/industry group events, webinars, etc.
- Review tax-related information, including 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.
- Requires a 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.
- Requires at least 5 years of job-related experience.
- Manufacturing and retail distribution 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.
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