Tax Manager - High Net Worth

Job Posted 7 Days Ago Reposted 7 Days Ago
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Hiring Remotely in Detroit, MI
Remote
Hybrid
Senior level
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, provide client communication, manage projects, review tax work, and mentor staff while maintaining technical expertise.
Summary Generated by Built In

At Wipfli, people count.
At Wipfli, 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.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
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


#LI-AF1 #LI-Hybrid
Additional Details:
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, 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 hr@wipfli.com

Top Skills

Accounting
Communication Skills
Tax Compliance
Tax Research

What the Team is Saying

Person1
Ryan
Partner
“It's pretty cool to show up every day and work with people who celebrate curiosity in everything they do. I treasure the opportunity to roll up my sleeves with my colleagues, experience the challenges first-hand, and contribute to solutions.“
Ryan
Luis
Ryan
Amanda
Jeannie
Dane
Kate
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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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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.

Typical time on-site: Not Specified
HQMilwaukee, WI
Atlanta, GA
Bengaluru, IN
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Chicago, IL
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