Senior Financial Professional

3 weeks ago


Madison, Wisconsin, United States Wipfli Full time

Job Summary

We're seeking a highly skilled Senior Accountant, Tax to join our team at Wipfli. As a key member of our tax compliance and advisory team, you will be responsible for managing and coordinating tax compliance and advisory work for clients.

Key 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
  • 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
  • Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
  • Lead multi-disciplined client service teams for account planning

Requirements

  • Bachelor's Degree in Accounting or an equivalent combination of education and experience
  • 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
  • Prior public accounting experience desired

Wipfli is an Equal Opportunity Employer

We are committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at .

About Wipfli

We're a growing firm that celebrates diversity and champions awareness throughout our organization. We're focused on helping you achieve success with balance, offering hybrid schedules, flexible time off, training programs, and mental wellness initiatives.



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