Senior Tax Accountant - Financial Services

At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Responsibilities include:

• Respond to client and firm associate requests in a timely, accurate, positive and professional manner
• Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests
• Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
• Research tax issues
• Communicate with engagement leaders regarding open items or other important matters in a timely manner
• Adhere to prescribed budgets and deadlines
• Develop technical competency

Additional Responsibilities:

• Recognize potential issues and/or opportunities in engagements and discuss with engagement leader
• Perform a limited number of tax return interviews as needed
  • Provide technical assistance to clients
  • Participate in core CPE programs
  • Actively participate in community activities to develop positive relationships with community leaders and members
  • Actively participate in firm sponsored events for assigned product line clients and prospects

QUALIFICATIONS:

• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
• CPA certification preferred
• Requires at 3+ years of job related experience within financial services
• Experience making recommendations to management
• Prior public accounting experience a plus

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.
Wipfli is 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 [email protected].
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