Senior Tax Professional

7 days ago


Billings, Montana, United States Wipfli Full time
Job Summary

We are seeking a highly skilled Senior Accountant, Tax to join our team at Wipfli. As a key member of our tax department, 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
About Wipfli

Wipfli is an equal opportunity/affirmative action employer. We are committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at.

We are committed to 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.



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