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