Senior Manager/Director Tax - High Net Worth

• 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

• 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

• 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 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

What We Do

Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance tax advisory outsourcing and technology services. With 3000+ associates and global alliances we combine national capabilities with local relationships."Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law regulations and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Why Work With Us

At Wipfli people count. Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly from all.

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