Tax Manager - Partnerships

Posted 8 Days Ago
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Hiring Remotely in United States
Remote
120K-230K Annually
5-7 Years Experience
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable.
The Role
Facilitate primary reviews of complex tax returns, provide tax consulting services, manage client's IRC 704b accounts, lead client engagements, market tax planning strategies, mentor staff, research tax matters, maintain client relationships
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.

  • Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients
  • Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
  • Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
  • Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
  • Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters
  • Respond to inquiries from the IRS and other tax authorities
  • Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships



  • Bachelor's degree in Accounting, or other related field
  • CPA or licensed member of the Bar
  • 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
  • Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
  • Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
  • Ability to travel up to 25%


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]
Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $120,000 to $230,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
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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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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
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