Senior Tax Professional

4 days ago


Madison, Wisconsin, United States Wipfli Full time

At Wipfli, we're looking for a talented Senior Tax Professional to join our team. As a key member of our tax department, you'll be responsible for managing and coordinating tax compliance and advisory work for clients.

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

Qualifications:

  • 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

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.



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