Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager - High Net Worth

Wipfli

Wipfli Tax Manager

At Wipfli, people count. At Wipfli, our people are core to everything we dothe 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.

Responsibilities

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
  • Tax Manager is responsible for clients receiving proactive communication and timely service
  • Perform detailed reviews of tax work papers and provision calculations completed by other associates
  • 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 in a timely manner
  • 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

Knowledge, Skills and Abilities

Qualifications:

  • 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

Amanda Feltner, from our recruiting team, will be guiding you through this process.

Additional 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.

"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.

Wipfli
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - High Net Worth in Southfield, MI vacancy
  • $155k - $195k

    Senior Tax Manager - Public AccountingStep into a premier leadership seat within our growing tax practice, where you will drive high-value advisory strategies, lead complex engagement teams, and...  ..., trust, estate, and high-net-worth individual filingsServe as the primary... 
    High net worth
    Full time
    Immediate start

    CyberCoders

    Southfield, MI
    2 days ago
  •  ...Senior Tax Manager OpportunityFenner Melstrom and Dooling, PLC (FMD) is seeking a highly technical Senior Tax Manager who is ready to step into a leadership role with an...  ...businesses, entrepreneurial clients, and high-net-worth individuals. This person should enjoy being... 
    High net worth
    Work at office
    Immediate start
    Flexible hours

    Fenner, Melstrom & Dooling, PLC

    Birmingham, MI
    3 days ago
  •  ...Description Job Description Description: If you are a Tax Manager with 5+ years of public accounting experience and a licensed...  ...compliance and consulting services to entrepreneurial clients and high-net worth individuals? FMD is looking for an entrepreneurial-... 
    High net worth
    Immediate start
    Work from home
    Flexible hours

    Fenner Melstrom & Dooling PLC

    Birmingham, MI
    20 days ago
  • A well-established and highly respected wealth management firm in the Metro Detroit area is seeking an experienced Tax Manager or Senior Tax Accountant to join our growing team....  ...oriented who enjoys working directly with high-net-worth individuals, families, trusts, and... 
    High net worth
    Work at office
    Local area

    Robert Half

    Troy, MI
    2 days ago
  • We are looking for an experienced Tax Manager - Public to join a client-focused accounting practice in Detroit, Michigan. This role...  ...ideal for a Client Facing Leader with experience working with High Net Worth Individuals who can lead complex engagements involving... 
    High net worth
    Work at office
    Local area

    Robert Half

    Troy, MI
    14 hours ago
  • 640 UHY Advisors Great Lakes, Inc is looking for an Estate, Gift, and Trust Manager to oversee tax compliance for high-net-worth clients. This role involves managing client relationships and leading a team in delivering top-notch services. The ideal candidate will possess... 
    High net worth
    Work at office

    640 UHY Advisors Great Lakes, Inc

    Farmington Hills, MI
    1 day ago
  • $155k - $195k

    Senior Tax Manager - Corporate & High Net WorthJoin an established, growth-oriented CPA firm in Metro Detroit where a $155,000-$195,000+ base salary,...  ...state corporate returns (Forms 1120, 1120-S) and high-net-worth individual returns (Form 1040) involving investment... 
    High net worth
    Permanent employment
    Full time

    CyberCoders

    Troy, MI
    14 hours ago
  • $85k - $155k

    What You'll DoAre you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Manager on our High Net Worth Tax team, you’ll deliver personalized, high-touch service to high net worth individuals and families with... 
    High net worth
    Full time
    Contract work

    Cohen & Company

    Detroit, MI
    1 day ago
  • $110k - $210k

    What You’ll Do Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide personalized, high-touch service to high net worth individuals and families... 
    High net worth
    Full time
    Contract work
    Work at office

    Cohen & Company

    Detroit, MI
    1 day ago
  •  ...Garden City, New York (NY) that is seeking to hire a remote Tax Manager. Summary: This is a company with very competitive compensation...  ...or completed is a plus * 5+ years of experience with a High Net Worth, Foundation, Trust, and Estate concentration * Tax Manager with... 
    High net worth
    Full time
    Live in
    Remote work
    Garden City, MI
    5 days ago
  •  ...thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of...  ...not-for-profit entities, government and high-net-worth individuals. We are dedicated to providing...  ...We are looking for an International Tax Manager to join our team! The essential duties... 
    High net worth

    CPS

    Detroit, MI
    4 days ago
  •  ...Senior Tax and Accounting Services ManagerWe are seeking an experienced and highly motivated Senior Manager to lead and oversee our client's Tax and Accounting Services practice....  ...companies, manufacturing companies, and high-net-worth individuals.Personal... 
    High net worth
    Local area

    Fox Point Recruitment

    Plymouth, MI
    2 days ago
  • $120k - $150k

     ...balance, puts employees first, and doesn't micro manage hours like some firms. The partners are looking for a Tax Manager , someone able to handle a variety of...  ...tax returns for various entities, businesses, high net worth individuals, (pass through entities, C-Corps, S... 
    High net worth
    Full time
    Local area
    Monday to Friday

    Caliber Recruiting Group

    Detroit, MI
    20 days ago
  •  ...Public Tax Manager A CPA-certified tax professional with at least five years of public accounting...  ...industries. A collaborative, inclusive, high-integrity culture focused on...  ...estate, professional services, and high-net-worth individuals. This role includes reviewing... 
    High net worth
    Full time
    Immediate start

    NorthPoint Search Group

    Detroit, MI
    2 days ago
  •  ...Description Job description Senior CPA Tax Accountant The Skillman Group is an...  ...mid-size privately held businesses and high net worth individuals. Working directly with an...  ...collaborative office environment that has a manageable work/life balance. If you are looking... 
    High net worth
    Full time
    Work at office
    Relocation
    Monday to Friday
    Flexible hours

    SKILLMAN GROUP PLC

    Troy, MI
    20 days ago
  •  ...Description Job Description Senior Tax & Accounting Manager Location: Plymouth, Michigan...  ...service while mentoring and developing high-performing teams. As a key leader within...  ..., construction companies, and high-net-worth individuals. Why You'll Love This Opportunity... 
    High net worth
    Full time
    Local area

    Lang Recruiting

    Plymouth, MI
    20 days ago
  • $135k - $165k

     ...advisory firm launching an integrated in-house tax preparation practice. They are hiring our first Tax Manager to serve as the founding member of a separate but...  ...skills — you will interact directly with high-net-worth clients and collaborate daily with financial advisers... 
    High net worth
    Temporary work
    Remote work
    Relocation

    White Tiger Connections

    Troy, MI
    3 days ago
  • $105.38k - $215.38k

     ...Summary Are you a delivery-focused tax leader who thrives on individual tax...  ...personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES)...  ...end-to-end delivery for a portfolio of High Net Worth (HNW) individual compliance engagements... 
    High net worth
    Work at office
    Local area

    Deloitte

    Detroit, MI
    14 hours ago
  •  ...client is seeking an experienced Senior Tax Manager to lead and oversee a growing Tax &...  ...accounting guidance. Deliver responsive, high‑quality service to closely held and...  ...Experience with estate, trust, and high‑net‑worth individual tax matters. Work Environment... 
    High net worth
    Long term contract
    Summer work
    Relocation
    Visa sponsorship

    Confidential Recruiting Partners

    Plymouth, MI
    20 days ago
  • $125k - $165k

     ...Job Description Job Description Tax Manager Tax Advisory | Leadership Opportunity | Client Relationship Management Compensation...  ...trusted advisor to business owners, entrepreneurs, families, and high-net-worth individuals while helping lead client engagements, mentor... 
    High net worth
    Flexible hours

    Wertz & Associates

    Livonia, MI
    4 days ago
  • location_onBirmingham, West MidlandsacutePermanentPrivate Client Tax Manager Location: BirminghamJob Type: Full Time | Hybrid The role You'...  ...complex tax planning projects, giving you strong exposure to high-quality private client work.Key responsibilitiesManaging a portfolio... 
    Full time

    LHH

    Birmingham, MI
    1 day ago
  •  ...Job Overview A law firm seeks a Tax Associate to join their Private Client group in Detroit, Michigan. The ideal candidate will...  ...strong background in estate, gift, and income tax planning for high-net-worth individuals. Duties Advise clients on wealth transfer and charitable... 
    High net worth
    Flexible hours

    BCG Attorney Search

    Southfield, MI
    1 day ago
  • We are looking for an accomplished Tax Manager to oversee U.S. tax operations for the organization in Southfield, Michigan. This position...  ...recorded balances, and determine required tax payments with a high degree of accuracy.• Coordinate audit activity by organizing supporting... 
    Local area

    Robert Half

    Southfield, MI
    14 hours ago
  • location_onBirmingham, West MidlandsacutePermanentCorporate Tax Manager Location: Birmingham Job Type: Full Time | Permanent Salary: CompetitiveWe...  ...work.The roleYou'll take responsibility for delivering high-quality corporate tax services across a diverse client base, including... 
    Permanent employment
    Full time
    Work at office

    LHH

    Birmingham, MI
    1 day ago
  •  ...onBirmingham, West MidlandsacutePermanentCorporate Tax Senior ManagerLocation: BirminghamJob Type...  ...looking to appoint a Corporate Tax Senior Manager to join its growing Birmingham office.This...  ...while overseeing the delivery of high-quality compliance services and helping to... 
    Full time
    Work at office
    Flexible hours

    LHH

    Birmingham, MI
    1 day ago
  • We are looking for an experienced Tax Manager Consultant to support an engagement out of Southfield, Michigan within the Information Technology industry. This role will focus on leading multi-state tax compliance activities, coordinating timely federal and state filings... 

    Robert Half

    Southfield, MI
    14 hours ago
  •  ...Opportunity A well-established and highly respected law firm is seeking...  ...who enjoys working with high-net-worth individuals, families, and...  ...in complex estate and tax planning. Responsibilities...  ...attention to detail and ability to manage sophisticated matters.... 
    High net worth
    Full time
    Private practice

    CC Services

    Birmingham, MI
    9 days ago
  • $90k - $150.5k

     ...you achieve your professional goals. Join us.We are seeking a Tax Manager to play a key role in supporting and coordinating the Firm’s internal...  ...leadership to track progress, resolve issues, and maintain high service standards. This role is well-suited for a tax... 
    Full time
    Seasonal work
    Local area
    Flexible hours

    P&M Corporate Finance

    Southfield, MI
    14 hours ago
  • $151.8k - $189.75k

     ...International Tax ManagerAs the International Tax Manager, a national business line role, you'll be responsible for the management and delivery of U.S. international tax services for clients across various industries and market segments. You'll collaborate closely with... 
    Worldwide

    Grant Thornton

    Southfield, MI
    2 days ago
  •  ...public accounting. This role is primarily tax-focused and also provides meaningful...  ...will serve privately held businesses, high-income and net-worth individuals, and employee benefit plan...  ...respectful and clear communication.• Manage multiple assignments, maintain... 
    High net worth
    Work at office
    Local area
    Flexible hours

    Fenner, Melstrom & Dooling, PLC

    Birmingham, MI
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager - High Net Worth. Be the first to apply!