Senior Accountant

2 months ago


Forest Park, Georgia, United States Wipfli Full time
About the Role

We are seeking a highly skilled Senior Accountant to join our team at Wipfli. As a Senior Accountant, 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
  • Proactively build relationships and communicate effectively with clients 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, participating 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
  • Actively participate in firm-sponsored events for industry-specific and/or regional clients and prospects
Requirements
  • Requires a Bachelor's Degree in Accounting or an equivalent combination of education and experience
  • CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing (or actively pursuing CPA certification)
  • Requires at least 4+ years of job-related experience
  • 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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