About the Role
At Wipfli, people count. We believe in flexibility, focus on relationships, and encourage individuals to follow their own path. This role offers a career-defining opportunity for those looking to make a difference and find a professional home.
Responsibilities
- Facilitate primary reviews of complex tax returns and provide tax consulting services for partnership clients.
- Evaluate tax aspects of partnership agreements and manage client's Internal Revenue Code (IRC) 704b accounts.
- Manage multiple client services teams, plan, execute, and complete tax projects across various industries.
- Provide innovative tax planning, consulting, and compliance expertise to clients.
- Market, sell, design, and implement tax-planning strategies for clients and manage to budget.
- Manage, develop, train, and mentor staff on tax projects and assess their performance.
- Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation.
- Utilize tax-related software to prepare and process returns and research tax matters.
- Respond to inquiries from the IRS and other tax authorities.
- Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships.
Requirements
- Bachelor's degree in Accounting, or other related field.
- CPA or licensed member of the Bar.
- 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience.
- Excellent analytical, technical, and tax accounting/technology skills.
- Expertise in partnership returns, joint venture and non-corporate entity tax returns.
- Understanding of Sub-chapter K partnership taxation is required.
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
- Strong leadership, recruiting, training, coaching, and mentoring skills.
- Excellent written, interpersonal, and presentation skills.
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
- Ability to travel up to 25%.
Skills
- Tax compliance
- Tax consulting
- Partnership taxation
- IRC 704b accounts
- Client relationship management
- Team management
- Staff development
- Tax research
- Tax software utilization
- Communication skills
- Interpersonal skills
- Presentation skills
Location
- Remote
Work Type
- Remote
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor's degree in Accounting
- CPA
- Licensed member of the Bar
Salary/Compensations
- $106,000 to $160,000
Benefits
- 8 health plan options (HMO & PPO)
- Dental coverage
- Vision coverage
- HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life coverage
- Short-term disability coverage
- Long-term disability coverage
- 401(k) savings plan
- Profit share
- Firm matching contribution
- Well-being incentive
- Education assistance
- Certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Critical illness insurance (voluntary)
- Accident insurance (voluntary)
- Hospital indemnity insurance (voluntary)
- Legal services (voluntary)
- Long-term care insurance (voluntary)
- Pet insurance (voluntary)
- ID theft protection (voluntary)
- Supplemental life/AD&D insurance (voluntary)
About the Company
- Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services.
- Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients.
- Wipfli Advisory LLC provides tax and business consulting services to its clients.
- Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Equal Opportunity
- 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.
- Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets.
