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Tax Compliance Manager

2 months ago

Great Falls, Montana, United States Wipfli Full time
About Wipfli:
At Wipfli, we value the unique perspectives that each individual brings to our team. Our commitment to inclusivity fosters an environment where every voice is heard and appreciated.

Our Culture:
We prioritize a balanced approach to work and life, offering flexible schedules and comprehensive wellness programs to support our employees' success.

Key Responsibilities:
- Oversee and coordinate tax compliance and advisory services for a diverse client base.
- Review and analyze Individual, Trust, and Estate tax filings.
- Cultivate client relationships by providing expert guidance on daily tax matters and collaborating with partners to enhance service offerings.
- Conduct research and provide consultation on complex technical issues and special projects.
- Foster strong client communication to ensure exceptional service delivery.
- Engage in business development initiatives, partnering with marketing teams to identify and connect with potential clients.
- Mentor and develop junior staff, participating in performance evaluations.
- Enhance technical knowledge and industry expertise through continuous professional education and participation in relevant events.
- Review tax-related documentation, including provisions and depreciation schedules.
- Lead multidisciplinary teams in strategic account planning.
- Prepare and assess client correspondence.
- Actively participate in firm-sponsored events aimed at industry-specific and regional clients.

Qualifications:
- Bachelor’s Degree in Accounting or a related field, or equivalent experience.
- CPA certification preferred or actively pursuing certification in the relevant state.
- Minimum of 4 years of relevant experience in accounting or tax services.
- Proven expertise in accounting and tax practices.
- Experience in leadership or mentoring roles.
- History of making informed recommendations to management.
- Prior experience in public accounting is advantageous.

Wipfli is an equal opportunity employer, committed to diversity and inclusion in the workplace. We welcome applicants from all backgrounds and experiences.