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Wipfli

Tax Manager - High Net Worth

lincolnshire, IL

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Job description

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

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

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $106,000 to $160,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant 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.

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

firm-sponsored basic life and short and long-term disability coverage

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

travel rewards

critical illness & accident insurance

hospital indemnity insurance

legal

long-term care

pet insurance

ID theft protection

supplemental life/AD&D

"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.

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Worksite address

lincolnshire, IL, 60069, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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