At 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.
Job Summary:
As a Senior Manager in Partnership Tax, you'll conduct primary and secondary reviews of complex tax returns, providing tax consulting services to partnership clients. Collaborating with the Partnership Tax team, you'll make recommendations on return preparation and tax savings opportunities, emphasizing accuracy, quality, and client service. From day one, you'll have access to high-quality tools and resources to excel in your role. Your responsibilities include reviewing Federal and Multi-State Partnership tax returns, building client relationships, consulting on technical matters, and participating in business development efforts. Additionally, you'll manage staff, adhere to budgets and deadlines, and develop expertise in Sub-chapter K-Partnership taxation.
Responsibilities:
- Manage and coordinate tax compliance and advisory work for clients.
- Review Federal and Multi-State Partnership tax returns.
- Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
- Consult on technical matters and special projects.
- Build relationships and communicate effectively with clients to provide superior service.
- Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
- Manage, train, and develop staff, and participate in the performance review process.
- Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
- Prepare client communications pertaining to engagement planning and requests.
- Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
- Communicate with engagement leaders regarding open items or other important matters in a timely manner.
- Adhere to prescribed budgets and deadlines.
- Develop technical competency 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.
Additional Responsibilities:
- Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
- Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
- Lead multi-disciplined client service teams for account planning.
- Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
- Perform a limited number of tax return interviews as needed.
- Provide technical assistance to clients.
Qualifications:
- Bachelor's degree in accounting or an equivalent combination of education and experience.
- CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
- At least 3 years of job-related 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.
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Additional Details:
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $75,000 to $116,000, 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
