Tax Manager - High Net Worth

Job TitleAt Wipfli, people count.At Wipfli, 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.ResponsibilitiesResponsibilities:Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectationsIdentify 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 accountantCommunicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situationsParticipate in and provide leadership for firm initiatives and projectsPlan and schedule engagements with clients and firm resourcesPerform detailed reviews of tax workpapers and provision calculations completed by other associatesConsult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needsCommunicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely mannerReview financial statements and footnotes, management reports, executive reports, and other requested deliverablesProvide training, direction, and supervision to staff, senior accountants, and managersProactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firmAdditional 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 planningPrepare and review client correspondence (letter, e-mail, etc.)Actively participate in firm sponsored events for industry-specific and/or regional clients and prospectsKnowledge, Skills and AbilitiesQualifications:10+ years of job-related experienceRequires a Bachelors Degree in Accounting or an equivalent combination of education and experienceCPA certification required in the respective state in which they are practicingSubject matter leader in similar accounting and/or tax servicesManagement and/or mentoring experience with other staff membersExperience making recommendations to managementProficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desiredAdditional 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 View email address on click.appcast.io values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $106,000 to $160,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and 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. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.