Tax Manager - High Net Worth

Wipfli · Chicago IL

Company

Wipfli

Location

Chicago IL

Type

Full Time

Job Description

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.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.
There's purpose in this wonder. It makes us better. It makes us Wipfli.
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.
Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli!

Create lasting, positive impact.
By considering Wipfli LLP, you've decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.
Wipfli has a broad national footprint with offices coast to coast - and we're still growing! As an associate, you'll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. You'll also have the flexibility and technology to work wherever you are, whether it's at home or in our clients' offices, or switching Wipfli offices if you're looking to move across the country.
Join a company focused on giving back to the greater good - at Wipfli, we're committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit wipfli.com.
Wipfli LLP has an opportunity for a 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:
  • Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
  • Plan and schedule tax engagements with clients and firm resources
  • Serve as the main tax point of contact within our firm for clients
  • Tax Manager is responsible for clients receiving proactive communication and timely service
  • Perform detailed reviews of tax work papers and provision calculations completed by other associates
  • Review tax returns, tax research, tax communications, and other requested deliverables
  • Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
  • Provide training, direction, and supervision to staff and senior accountants
  • Participate in and provide leadership for firm initiatives and projects
  • Maintain technical expertise in various tax areas related to industry specialization

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 5+ years of job related experience
  • High Net Worth Individual 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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Date Posted

11/03/2022

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