Tax Manager - High Net Worth

Posted 7 Days Ago
Be an Early Applicant
Hiring Remotely in Bedford, NH
Remote
5-7 Years Experience
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable.
The Role
The Tax Manager will lead tax compliance engagements, ensuring adherence to professional standards and deadlines. Responsibilities include planning engagements, client communication, training staff, and maintaining technical expertise in tax areas related to high net worth individuals. The role also involves reviewing tax work and mentoring junior accountants.
Summary Generated by Built In

At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
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


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 identity, 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] .
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The Company
HQ: Milwaukee, WI
3,300 Employees
Hybrid Workplace
Year Founded: 1930

What We Do

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,300 associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 55,900+ clients.

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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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.

Typical time on-site: Not Specified
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