[Hiring] Tax Manager @Wipfli Advisory LLC

Role Description

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.
• Ensure clients receive 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

• 5+ years of job-related experience.
• Bachelor’s Degree in Accounting required.
• CPA designation required.
• Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired.

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 401(k) savings plan & profit share with Firm matching contribution.
• Well-being incentive.
• Education & certification assistance.
• Flexible time off.
• Family care leave.
• Parental leave.
• Family formation benefits.
• Cell phone reimbursement.
• 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.

Company Description