Client Services Coordinator at Wipfli (Remote)

+1 more | Remote
Sorry, this job was removed at 12:13 p.m. (CST) on Wednesday, June 22, 2022
Find out who’s hiring remotely Nationwide
See all Remote jobs Nationwide
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
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. And we seek feedback openly, from all.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.
There's purpose in this wonder. It makes us better. It makes us Wipfli.
If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you. We are looking to hire a Tax Consultant with a focus in State and Local Taxes (SALT) in our Minneapolis, Minnesota office.
Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli!

At Wipfli, people count
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. And we seek feedback openly, from all.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.
There's purpose in this wonder. It makes us better. It makes us Wipfli.
If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you.
Responsibilities:
  • Prepare reports as appropriate in accordance with firm and professional standards as directed by engagement leaders
  • Actively participate in on-boarding new clients
  • Respond to client and firm associate requests in a timely, accurate, positive and professional manner
  • Communicate proactively with other firm associates regarding open items, problems, or other important matters in a timely manner
  • Adhere to prescribed policies, time budgets and deadlines
  • Prepare correspondence related to client engagements under supervision as appropriate
  • Develop a familiarity with Wipfli service offerings with the intent of applying that knowledge towards identifying additional client opportunities
  • Prepare, deliver, and track engagement related documents to ensure the efficient flow of information and timely completion of projects
  • Maintain and update client databases (e.g. CRM, CaseWare, GoFileRoom, STAR) to ensure an accurate record of client information and leads
  • Act as a resource for clients by handling routine communications and coordinating resources to ensure a timely response to client inquiries as needed
  • Schedule and confirm resources needed for client meetings to enable productive and effective conversations and decision making
  • Verify accuracy and completeness of materials received from the client to ensure that the client file is organized and complete for engagement team
  • Assist the team in special projects as appropriate and other duties as assigned

Qualifications:
  • High school diploma required; Bachelor's degree in a business-related field, preferred
  • 3+ years of customer service experience
  • Proficient with Microsoft Office (e.g. Word, PowerPoint, Excel, and Outlook)
  • Previous experience utilizing a customer relationship management solution (such as Dynamics 365 or Salesforce)
  • 1+ year in professional services environment (legal, public accounting, etc)
  • Ability to plan, prioritize, and organize work effectively
  • Detail oriented - high attention to detail
  • Ability to work under pressure and time deadlines
  • Ability to analyze data and recommend solutions
  • Excellent written, verbal, and presentation skills
  • Ideal candidate is a proactive, self-motivated individual who can work independently with minimal oversight
  • High ability to collaborate

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, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Carly Seidl, from our recruiting team, will be guiding you through this process. #LI-CS1
Read Full Job Description
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • GolangLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PHPLanguages
    • SwiftLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • SymfonyFrameworks
    • ZendFrameworks
    • .NET CoreFrameworks
    • Yii Frameworks
    • MariaDBDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • SQLiteDatabases
    • Google AnalyticsAnalytics
    • KissmetricsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • AfterEffectsDesign
    • Adobe xDDesign
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • WrikeManagement
    • SitecoreCMS
    • LinkedIn SalesNavigatorCRM
    • Microsoft DynamicsCRM
    • SageCRM
    • SalesforceCRM
    • MarketoLead Gen
Your Voice Has Impact. Wipfli Is Listening.
Watch

An Insider's view of Wipfli

What’s the vibe like in the office?

I love the people that I work with. One of the values that has been instilled by leadership is teamwork. I always feel supported by my team members and leaders, and never feel like I have to deal with issues alone.

Jeannie

Consultant

How do you collaborate with other teams in the company?

How do you collaborate with other teams?
Innovative solutions come from diversity of thought and skillsets. Collaborating with other teams ensures we are harnessing our collective super powers to design platforms that drive lasting impact for our clients, as well as promote a culture of knowledge sharing and continuous learning for our associates.

Kate

Technology consulting manager

How does the company support your career growth?

Given the unique size, scope and scale of Wipfli, we have access to all of the resources and thought leadership available in a larger firm while being motivated by a culture that embraces entrepreneurship and innovation found in boutique organizations.

Dane

Senior consultant

How do you empower your team to be more creative?

The best ideas at Wipfli come from within our team, and one of the best things we can do to foster creativity is to actively help surface everyone's ideas and run them through our internal advice channel. Getting feedback and support for big ideas or sweeping change can seem intimidating to some, but it definitely doesn’t have to be.

Zak

Principal

What is your vision for the company?

We are aiming for lifetime relationships. We always put ourselves in the client’s shoes and imagine how they can supercharge their business with technology.

Luis

Principal

What are Wipfli Perks + Benefits

Wipfli Benefits Overview

At Wipfli, curious is our approach to the world. We push beyond the obvious answers to find smarter solutions for clients and look at business challenges from every angle. People matter here, and they feel it. We invest in your career development through tuition reimbursement, external training support, LinkedIn Learning access and our internal online learning center and leadership training.

We also back up our mission to provide a strong work-life balance with great benefits, UTO, wellness benefits and programs to encourage a healthy lifestyle.

Culture
Volunteer in local community
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Partners with Nonprofits
The Wipfli Foundation supports education programs that support furthering diverse representation in our industry.
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
All associates are required to attend unconscious bias training.
Diversity Employee Resource Groups
This year, we launched three business resource groups (Women of Wipfli, Wipfli Pride and Embrace ) to give voice to and elevate issues inside our firm for diverse groups. And we plan to add more.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Our culture is steeped in values focused on our associates and it drives the benefits we offer

• Empower: We give our people the opportunities and resources to find, follow and grow to achieve their dream career.

• Connected: We value everyone’s individual strengths, and we cultivate a culture where relationships thrive.

• Impact: Our passion for excellence drives us to get results through our expertise, experience and teamwork.

• Transparency: We welcome candor so all voices and perspectives come together to solve problems and serve clients.

• Flexibility: We give people the freedom to shift their career paths and achieve work-life balance, which creates happier and more productive teams.

More Jobs at Wipfli

Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Wipfli's full profileSee more Wipfli jobs