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Tax Senior Accountant

2 months ago

Milwaukee Wisconsin, United States Wipfli LLP Full time

Referral Information:
We sincerely value your referral and are eager to assess the qualifications of the candidate you have suggested.

Overview of the Process:


Upon completing this referral form, your recommended candidate will be directed to submit their application for the specific position through our website.

This step is essential for Wipfli to comply with federal regulations and to ensure a fair and transparent selection process.

Once their application is received, our Talent Acquisition team will review their qualifications, including how well they meet the requirements of the position and the broader needs of our organization.


Your referred candidate will be retained in our candidate database for future opportunities, providing them with additional chances to join our team.

As the referrer, your role in the recruitment process is to highlight potential talent for our consideration. We kindly ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration.

Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status.

Throughout this process, we may reach out to you with questions or additional information to ensure a smooth and effective referral experience.


Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to learn more about referral bonus eligibility, please visit our internal resources:

Key Responsibilities:

Core Duties:

  • Engage with client and firm associate requests in a timely, accurate, positive, and professional manner
  • Build and maintain effective client relationships through regular communications, including onsite visits
  • Adhere to established budgets and deadlines
  • Develop technical expertise and provide assistance to clients
  • Participate in ongoing professional education programs
  • Act as a trusted business advisor for clients and associates
  • Proactively identify opportunities for process improvements to enhance efficiency, recognize potential issues and/or opportunities in engagements, and discuss with engagement leaders
  • Utilize data analysis skills to uncover valuable information and patterns to support recommendations

Tax Specific Duties:

  • Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
  • Understand and effectively utilize current tax and accounting software applications
  • Research tax-related issues and other relevant financial reports

Knowledge, Skills, and Abilities:

Qualifications:

  • Bachelor's degree in accounting or an equivalent combination of education and experience
  • CPA certification, or progress towards obtaining, preferred
  • 2-3 years of experience
  • Ability to plan, prioritize, and organize work effectively
  • Ability to manage multiple projects simultaneously
  • Ability to work under pressure and meet deadlines
  • Ability to analyze data and propose solutions
  • Strong verbal and written communication skills
Carly Seidl, from our recruiting team, will be guiding you through this process.

Wipfli is an equal opportunity/affirmative action employer.

All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for individuals with disabilities.

If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please reach out to us.

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