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Senior Financial Professional
2 months ago
At Wipfli, we value diversity and inclusion in the workplace.
Our company culture is built on the principles of respect, empathy, and open communication.
We believe that every individual has a unique perspective and contribution to make, and we strive to create an environment where everyone feels valued and supported.
As a Senior Accountant, Tax, you will be part of a team that is dedicated to helping our clients achieve their financial goals.
Responsibilities:
- Communicate with clients and firm associates in a timely, accurate, and professional manner.
- Establish and maintain effective client relationships through regular communications and on-site visits.
- Adhere to prescribed budgets and deadlines.
- Develop technical competency and provide assistance to clients.
- Participate in continuing professional education programs.
- Serve as a trusted business advisor for clients and associates.
- Proactively identify improvement opportunities in processes to enhance efficiency and recognize potential issues and/or opportunities in engagements.
- Use data analysis skills to discover useful information and patterns to provide support in recommendations.
**Tax Specific:**
- Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders.
- Understand and effectively use current tax and accounting software applications.
- Research tax-related issues and other related financial reports.
**Qualifications:**
- Bachelor's degree in accounting or an equivalent combination of education and experience.
- CPA, or progress towards obtaining, preferred.
- 2-3+ years of experience.
- Prior experience in agribusiness tax preferred.
- Ability to plan, prioritize, and organize work effectively.
- Ability to balance many projects simultaneously.
- Ability to work under pressure and meet deadlines.
- Ability to analyze data and recommend solutions.
- Strong verbal and written communication skills.