Wipfli Logo

Wipfli

Tax Manager - High Net Worth

Reposted 11 Hours Ago
Be an Early Applicant
Remote
Hiring Remotely in Detroit, MI
Senior level
Remote
Hiring Remotely in Detroit, MI
Senior level
The Tax Manager will lead and manage tax compliance engagements, ensuring adherence to standards and deadlines. Responsibilities include providing proactive communication with clients, conducting detailed reviews of tax work papers, and supervising staff. The role requires expertise in High Net Worth Individual tax matters and involves training and mentoring team members.
The summary above was generated by AI

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.
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


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


#LI-AF1 #LI-Hybrid
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 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 [email protected]

Similar Jobs at Wipfli

11 Hours Ago
Remote
United States
Senior level
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Tax Manager will lead tax compliance engagements, manage client relationships, conduct detailed reviews of tax work papers, provide training to staff, and maintain expertise in tax areas related to high-net-worth individuals. This role includes proactive communication with clients and leadership in firm initiatives while ensuring compliance to deadlines and budgets.
9 Days Ago
Remote
Hybrid
Detroit, MI, USA
Senior level
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Senior Manager/Director of Tax will manage tax compliance and advisory services for high net worth clients, lead client relationships, train and develop staff, and engage in business development efforts. Responsibilities include reviewing tax returns, conducting technical research, and overseeing client correspondence while enhancing firm-wide expertise through continuous education and participation in industry events.
Top Skills: AccountingCpePublic AccountingTax AdvisoryTax Compliance
7 Hours Ago
Remote
United States
Senior level
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Manager, Outsourced Accounting & Advisory provides advisory services to technology industry clients, ensuring accurate financial reporting, overseeing the client accounting team, managing client relationships, and analyzing financial statements. Responsibilities include preparing budgets, cash-flow forecasts, and assisting in financial modeling while leading multiple projects and enhancing internal controls.

What you need to know about the Toronto Tech Scene

Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account