The Reviews/Retainer Specialist supports payroll compliance reviews, amendments, and advisory services.
Technology Skills, Competencies & Responsibilities:
• Review client documentation for accuracy• Format and organize deliverables• Perform compliance reviews• Complete retro pay calculations• Prepare IRS and state amendments• Draft response letters for notices• Review and analyze tax notices• Conduct payroll tax research• Document findings and recommendations• Process state tax payments• Manage client ShareFile folders
Additional skills set, Qualification and Experience:
• Qualifications - graduate degrees in B.Com or MBA• FPC or CPP certification• Strong payroll and payroll tax knowledge• Experience researching payroll tax law• Experience with amendments• Experience with Compliance Reviews• Strong attention to details & analytical skills• Intermediate proficiency in Microsoft Outlook and Word and a basic knowledge of Excel and PowerPoint.• Experience in a professional services work environment.• Ability to plan, prioritize and organize work effectively while balancing many projects simultaneously.• Ability to work under pressure and time deadlines with good attention to detail.• Work in India afternoon (01 PM to 10 PM IST) or (02 PM to 11 PM IST) based on the requirement.
Skills Required
- Graduate degree in B.Com or MBA
- FPC or CPP certification
- Strong payroll and payroll tax knowledge
- Experience researching payroll tax law
- Experience preparing amendments
- Experience conducting compliance reviews
- Strong attention to detail and analytical skills
- Intermediate proficiency in Microsoft Outlook and Word
- Basic knowledge of Microsoft Excel and PowerPoint
- Experience in a professional services work environment
- Ability to plan, prioritize, and organize work while balancing multiple projects
- Ability to work under pressure and meet deadlines
- Availability to work afternoon shifts in India, either 1 PM to 10 PM IST or 2 PM to 11 PM IST
What the Team is Saying
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Wipfli Compensation & Benefits Highlights
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Leave & Time Off Breadth — Flexible Time Off (FTO) and a broad paid‑holiday schedule are prominently featured in employer‑verified materials.
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Retirement Support — A 401(k) with company match plus a profit‑sharing component appears in recent postings, strengthening long‑term savings beyond a match alone.
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Parental & Family Support — Paid parental/family care leave and family‑formation benefits (fertility, surrogacy, and adoption) are explicitly promoted on the careers site.
Wipfli Insights
What We Do
Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Why Work With Us
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.
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Wipfli Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.
