Senior Manager/Director Tax - High Net Worth

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If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you. We are looking to hire a Tax Consultant with a focus in State and Local Taxes (SALT) in our Minneapolis, Minnesota office.
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Wipfli LLP has an opportunity for a Senior Tax Managerto focus on High Net Worth that will be able to sit in office or work remote. This individual manages client engagements to ensure outstanding client service. This individual will also ensure the firm is proactively identifying tax opportunities and serving the client's needs. Along with the duties listed below, they motivate and supervise the performance of staff, senior accountants, and managers in accordance with company policies and procedures.
Responsibilities:

• Responsible for managing and coordinating tax compliance and advisory work for clients
• Review Federal and Multi-State Partnership 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
• Proactively build relationships and communicate effectively with the client to provide superior client service
• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
• Manage, train and develop staff. Participate in the performance review process

Additional Responsibilities:

• Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
• Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
• Lead multi-disciplined client service teams for account planning
• Prepare and review client correspondence (letter, e-mail, etc.)
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects

Qualifications:

• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
• CPA certification required in the respective state in which they are practicing
• Requires a valid driver's license
• Requires at 10+ years of job related experience
• High Net Worth tax experience required
• Requires 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
• Experience making recommendations to management
• Prior public accounting experience desired

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
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