Tax Manager - High Net Worth

OverviewAt 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 tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectationsPlan and schedule tax engagements with clients and firm resourcesServe as the main tax point of contact within our firm for clients and their advisorsTax Manager is responsible for clients receiving proactive communication and timely servicePerform detailed reviews of tax work papers and provision calculations completed by other associatesReview Individual, Trust, Gift and Estate tax returns, tax research, tax communications, and other requested deliverablesCommunicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely mannerProvide training, direction, and supervision to staff and senior accountantsParticipate in and provide leadership for firm initiatives and projectsMaintain technical expertise in various tax areas related to industry specializationKnowledge, Skills and AbilitiesQualifications:Requires a Bachelors Degree in Accounting or an equivalent combination of education and experienceCPA certification required in the respective state in which they are practicingRequires at 5+ years of job related experienceHigh Net Worth Individual tax experience requiredRequires 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. Visit her LinkedIn page to connect! #LI-AF1 #LI-HybridAdditional 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 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 View email address on click.appcast.io Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $113,000 to $153,000, 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. "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.Job SummaryJob ID: 2026-8357Category: TaxRemote: No