Senior Tax Accountant

5 days ago


Madison, Wisconsin, United States Wipfli Full time

At Wipfli, we're committed to delivering exceptional tax services to our clients. As a Senior Tax Accountant, you'll play a key role in conducting primary and secondary reviews of complex tax returns, providing tax consulting services to partnership clients.

Collaborating with the Partnership Tax team, you'll make recommendations on return preparation and tax savings opportunities, emphasizing accuracy, quality, and client service.

Responsibilities include reviewing Federal and Multi-State Partnership tax returns, building client relationships, consulting on technical matters, and participating in business development efforts.

You'll also manage staff, adhere to budgets and deadlines, and develop expertise in Sub-chapter K-Partnership taxation.

Key Responsibilities:

  • Manage and coordinate tax compliance and advisory work for clients.
  • Review Federal and Multi-State Partnership tax returns.
  • Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
  • Consult on technical matters and special projects.
  • Build relationships and communicate effectively with clients to provide superior service.
  • Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
  • Manage, train, and develop staff, and participate in the performance review process.
  • Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
  • Prepare client communications pertaining to engagement planning and requests.
  • Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
  • Communicate with engagement leaders regarding open items or other important matters in a timely manner.
  • Adhere to prescribed budgets and deadlines.
  • Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.

Requirements:

  • 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.
  • At least 3 years of job-related 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.

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