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About the Role

At Wipfli, people count. We believe in flexibility, focus on relationships, and encourage individuals to follow their own path. Wipfli offers a career-defining opportunity for those looking to make a difference and find a professional home.

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.
• Perform detailed reviews of tax work papers and provision calculations.
• 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.
• 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.

Requirements

• 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 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.

Location

• Remote

Work Type

• Full-time

Experience Level

• 5+ years

Education Level

• Bachelors Degree in Accounting

Salary/Compensations

• $106,000 to $160,000

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share with Firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave
• Parental leave
• Family formation benefits
• Cell phone reimbursement
• Travel rewards
• Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

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 and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards.
• Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and 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 identify, 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 hr@wipfli.com.