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Tax Manager

1 month ago

Lakewood, United States Wipfli Full time
About Wipfli

At Wipfli, we value diversity and inclusion. Our culture provides a space for everyone to have a voice and grow. We're committed to helping you achieve success with balance, offering hybrid schedules, flexible time off, training programs, and mental wellness initiatives.

Job Summary

We're seeking a highly experienced Tax Manager to lead complex tax compliance engagements. The ideal candidate will have a strong technical background, excellent communication skills, and a proven track record of managing client expectations.

Responsibilities
  • Lead and manage tax compliance engagements, ensuring timely and accurate delivery within budget and deadline expectations.
  • Identify and respond to client issues in a timely and professional manner.
  • Manage client expectations through clear and continuous communication.
  • Communicate tax advice and answer questions from other Wipfli associates.
  • Participate in and provide leadership for firm initiatives and projects.
  • Plan and schedule engagements with clients and firm resources.
  • Perform detailed reviews of tax workpapers and provision calculations.
  • Consult with office personnel on unusual client tax problems.
  • Communicate proactively with clients and engagement partners regarding project status and client service opportunities.
  • Review financial statements and footnotes, management reports, executive reports, and other requested deliverables.
  • Provide training, direction, and supervision to staff, senior accountants, and managers.
  • Proactively seek out new business opportunities through business development activities.
Qualifications
  • 10+ years of job-related experience.
  • Requires a Bachelor's Degree in Accounting or an equivalent combination of education and experience.
  • CPA certification required in the respective state in which they are practicing.
  • Subject matter leader in similar accounting and/or tax services.
  • Management and/or mentoring experience with other staff members.
  • Experience making recommendations to management.
  • Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired.
Benefits

We offer a comprehensive benefits package, including 6 health plan options, dental and vision coverage, an Employee Assistance Program, 401(k) savings plan, education and certification assistance, flexible time off, family care leave, parental leave, cell phone reimbursement, and travel rewards. We also offer voluntary benefits such as critical illness and accident insurance, legal, long-term care, pet insurance, and ID theft protection.

Eligibility for all benefits is based on annual hours expectation and position status.