About this role
Overview
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
Responsibilities:
- Manage and conduct high level review of complex tax returns for our individual clients and trust returns
- Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
- Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
- Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
- Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
- Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
- Monitor engagement profitability through managing budgets, billing, and client expectations effectively
- Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients
Knowledge, Skills and Abilities
Qualifications:
- A Bachelor's degree and/or Master's degree in Accounting
- Active CPA license
- 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting
- Deep understanding of estate, gift, and trust tax laws and their application.
- Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans
- Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
- Familiarity with family office services and private foundation structures
- Proven expertise in overseeing complex client engagements and delivering high-quality client service
- Ability to develop tax planning strategies for clients
- Proficiency in tax preparation software (e.g, CCH Axcess and Microsoft Office Suite)
- Experience supervising, training, developing, and reviewing the work of staff and senior associates
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #LI-Hybrid
Additional Details
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 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 values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $145,000 to $217,000, 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.
"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.
Other facts
About Wipfli Advisory LLC
Always advancing. Always progressing. From curiosity to clarity to results.
That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 54,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 3,000 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger.
Visit www.wipfli.com/EmailSignup to get updates from our team.
You can also find us on Facebook and X at:
- X: www.x.com/Wipfli_Official
- Facebook: www.facebook.com/WipfliOfficial
Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.
What you'll do
- Manage and conduct high-level reviews of complex tax returns for individual clients and trusts. Lead tax engagements from start to finish, ensuring exceptional client service and effective communication.
Ready to join Wipfli Advisory LLC?
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