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Wipfli LLP Senior Manager - Tax in Fox Cities, Wisconsin

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.

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.

Check out our Glassdoor Reviews (https://www.glassdoor.com/Reviews/Wipfli-Reviews-E39271.htm) to hear what people are saying about employment at Wipfli!

Essential Responsibilities:

  • Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations

  • Identify and respond to client issues in a timely, accurate, positive and professional manner.

  • Manage expectations effectively through clear and continuous communication with the client and/or other accountants

  • Communicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situations

  • Participate in and provide leadership for firm initiatives and projects

  • Plan and schedule engagements with clients and firm resources

  • Perform detailed reviews of tax workpapers and provision calculations completed by other associates

  • Consult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needs

  • Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner

  • Review financial statements and footnotes, management reports, executive reports, and other requested deliverables

  • Provide training, direction, and supervision to staff, senior accountants, and managers

  • Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm

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:

Minimum Education Requirements

  • BA/BS in Accounting or an equivalent combination of education and experience

Certification and Licensing

  • CPA certification required in the respective state in which they are practicing

Previous Experience

  • Requires 10+ years of job-related experience

  • Industry specific experience required

  • Requires prior accounting and/or tax experience in Business, Transition Strategies, Credits and Incentives, Individual, International or State and Local

  • 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 required

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 identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

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Job LocationsUS-IL-Lincolnshire | US-GA-Atlanta | US-NH-Bedford | US-IL-Chicago | US-IL-Naperville | US-IL-Tinley Park | US-MN-Duluth | US-WI-Eau Claire | US-WI-Fox Cities | US-WI-Green Bay | US-WI-La Crosse | ...

Job ID2021-3670

CategoryTax

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