Senior Accountant
2 months ago
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
- 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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Senior Accountant
3 weeks ago
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