Job Senior Accountant, Tax - High Net Worth

OverviewAt 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.People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and at client sites.

The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.ResponsibilitiesResponsibilities:Responsible for managing and coordinating tax compliance and advisory work for clientsReview Individual, Trust, and Estate tax returnsLead client relationships on day to day tax matters supporting partners with service execution and development of extended servicesResearch and consult on technical matters and special projectsProactively build relationships and communicate effectively with the client to provide superior client serviceActively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospectsManage, train and develop staff. Participate in the performance review processAttain 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 planningPrepare and review client correspondenceActively participate in firm sponsored events for industry-specific and/or regional clients and prospectsKnowledge, Skills and AbilitiesQualifications:Requires a Bachelors Degree in Accounting or an equivalent combination of education and experienceCPA certification preferred.

Candidates actively pursuing CPA certification will be considered.Requires at least 2-3+ years of job related experienceRequires prior accounting and/or tax experienceSubject matter leader in similar accounting and/or tax servicesManagement and/or mentoring experience with other staff membersExperience making recommendations to managementPrior public accounting experience desiredAmanda Feltner, from our recruiting team, will be guiding you through this process.Additional DetailsAdditional Details: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, 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