Lead Tax Consultant for Partnerships

2 weeks ago

St Louis, Missouri, United States Wipfli Full time

Join Wipfli as a Lead Tax Consultant for Partnerships

At Wipfli, we value the unique perspectives of our team members. Our inclusive environment fosters a culture where every voice is heard and appreciated.

We are committed to your professional growth and work-life balance. With options for hybrid work, flexible time off, and comprehensive wellness programs, we prioritize the well-being of our employees.

Position Overview:

As a Lead Tax Consultant specializing in Partnership Tax, you will be responsible for conducting thorough reviews of intricate tax filings and providing expert consulting services to our partnership clientele. Collaborating closely with the Partnership Tax team, you will offer insights on tax return preparation and identify potential tax savings, ensuring precision, quality, and exceptional client service.

Key Responsibilities:

  • Oversee and coordinate tax compliance and advisory services for clients.
  • Review Federal and Multi-State Partnership tax filings.
  • Manage client relationships, assisting partners in executing services and developing additional offerings.
  • Provide consultation on technical issues and special projects.
  • Establish strong communication with clients to deliver outstanding service.
  • Engage in business development activities, collaborating with partners and marketing teams to cultivate relationships with potential clients.
  • Lead, mentor, and develop team members while participating in performance evaluations.
  • Respond promptly and professionally to inquiries from clients and colleagues.
  • Prepare client communications related to engagement planning and requests.
  • Assist in the preparation of individual, business, and fiduciary tax returns as directed.
  • Maintain open communication with engagement leaders regarding ongoing matters.
  • Adhere to established budgets and timelines.
  • Enhance technical knowledge and provide consultation on various tax issues, particularly in Sub-chapter K-Partnership taxation.

Additional Responsibilities:

  • Develop industry-specific expertise through continuing professional education and participation in relevant events.
  • Review tax-related documents, including provisions and depreciation schedules.
  • Lead multidisciplinary teams for comprehensive client service planning.
  • Identify potential challenges and opportunities within engagements and discuss them with engagement leaders.
  • Conduct a limited number of tax return interviews as necessary.
  • Offer technical support to clients.

Qualifications:

  • Bachelor's degree in accounting or a related field.
  • CPA certification or progress towards it is preferred.
  • A minimum of 3 years of relevant experience.
  • Proven expertise in accounting and tax services.
  • Experience in management or mentoring roles.
  • Ability to make informed recommendations to management.
  • Prior experience in public accounting is advantageous.

Wipfli is an equal opportunity employer, and we encourage applications from all qualified individuals without regard to any protected characteristics.

We are dedicated to providing reasonable accommodations for individuals with disabilities throughout the application and interview process.

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