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Tax Senior Accountant

2 months ago

Helena Montana, 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.

Process Overview:


Upon completing this referral form, your recommended candidate will be directed to submit their application for the specific position through our official 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 submitted, our Talent Acquisition team will review their qualifications, focusing on how well they meet the role's requirements and the overall 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 regarding the candidate's status, in respect of their personal considerations.

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

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


Thank you for your invaluable contribution to our recruitment efforts, and we greatly 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:

  • Oversee and coordinate tax compliance and advisory services for clients
  • Review Individual, Trust, and Estate tax filings
  • Manage client relationships on daily tax matters, assisting partners with service execution and development of additional services
  • Conduct research and provide consultation on technical issues and special projects
  • Proactively establish relationships and communicate effectively with clients to deliver exceptional service
  • Actively engage in business development initiatives, collaborating with partners and marketing professionals to target and cultivate relationships with potential clients
  • Supervise, mentor, and develop staff, participating in the performance evaluation process
  • Achieve a comprehensive technical competency and industry-specific expertise through continuing professional education, firm/industry group events, webinars, etc.
  • Review tax-related documentation, including tax provisions, depreciation schedules, property tax filings, etc.
  • Lead multidisciplinary client service teams for account planning
  • Prepare and review client communications
  • Actively participate in firm-sponsored events for industry-specific and/or regional clients and prospects

Knowledge, Skills, and Abilities:

Qualifications:

  • A Bachelor's Degree in Accounting or a comparable combination of education and experience is required
  • CPA certification, or progress towards obtaining it, is preferred in the respective state of practice (or actively pursuing CPA certification)
  • A minimum of 4 years of relevant work experience is required
  • Prior experience in accounting and/or tax services is necessary
  • Subject matter expert in similar accounting and/or tax services
  • Experience in management and/or mentoring of other staff members
  • Proven experience making recommendations to management
  • Previous public accounting experience is preferred
Carly Seidl from our recruiting team will guide you through this process.

Wipfli supports Equal Pay for all.

In addition, in the State of Montana, we are committed to Equal Pay for Women in accordance with Executive Order. The pay range for this role is $64,000 - $114,000.

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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