Talent.com
Senior Manager / Director, Tax - High Net Worth

Senior Manager / Director, Tax - High Net Worth

WipfliChicago, IL, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 :

  • Responsible for managing and coordinating tax compliance and advisory work for clients
  • Review Federal and Multi-State Partnership tax returns
  • Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
  • Research and consult on technical matters and special projects
  • Proactively build relationships and communicate effectively with the client to provide superior client service
  • Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
  • Manage, train and develop staff. Participate in the performance review process

Additional Responsibilities :

  • Attain a thorough technical competency and industry specific expertise through CPE, firm / industry group events, webinars, etc.
  • Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
  • Lead multi-disciplined client service teams for account planning
  • Prepare and review client correspondence (letter, e-mail, etc.)
  • Actively participate in firm sponsored events for industry-specific and / or regional clients and prospects
  • Knowledge, Skills and Abilities

    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 10+ years of job related experience
  • High Net Worth 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
  • Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her 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 hr@wipfli.com.

    Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $137,000 to $205,000, 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.

    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" 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.

    #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Tax Senior • Chicago, IL, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Tax Manager - Hybrid!

    Tax Manager - Hybrid!

    JobotChicago, IL, US
    serp_jobs.job_card.full_time
    Hybrid Chicago, IL - Tax Manager - Great Growth Opportunities and Work / life Balance.This Jobot Job is hosted by : Doug Goldman. Are you a fit? Easy Apply now by clicking the "Apply Now" but...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    JobotRiverwoods, IL, US
    serp_jobs.job_card.full_time
    Growing public accounting firm seeking experienced Tax Manager to join their team in Greater Chicago!.This Jobot Job is hosted by : Brittany Perry. Are you a fit? Easy Apply now by clicking the "...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Senior Manager / Director

    Tax Senior Manager / Director

    Solid Rock Recruiting LLCChicago, IL, US
    serp_jobs.job_card.full_time
    Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Director

    Senior Tax Director

    Regal RexnordDes Plaines, IL, US
    serp_jobs.job_card.full_time
    Regal Rexnord is excited to share that we are hiring a Senior Tax Director to join our Global Tax team based in either Milwaukee or Rosemont. This is a critical function within Regal Rexnord and wil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager

    Senior Tax Manager

    CyberCodersChicago, IL, US
    serp_jobs.job_card.full_time
    We are seeking a knowledgeable and experienced Tax Senior Manager to lead our tax department and provide strategic guidance on complex tax issues. The ideal candidate will have a strong background i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Maryland Licensed Senior Tax Manager

    Maryland Licensed Senior Tax Manager

    VirtualVocationsChicago, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Tax Manager to lead tax planning, compliance, and client advisory.Key Responsibilities Communicate and deliver work products and advice to clients Oversee tax p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    California Licensed Tax Director

    California Licensed Tax Director

    VirtualVocationsGary, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Tax Director - Mergers and Acquisition.Key Responsibilities : Lead tax structuring and planning for M&A transactions Oversee tax due diligence and risk assessments for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Director

    Tax Director

    Old National BankChicago, IL, United States
    serp_jobs.job_card.full_time
    US-IL-Chicago | US-IN-Evansville.Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the commu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Director - National Tax Office (JD Required)

    Tax Director - National Tax Office (JD Required)

    EisnerAmperChicago, IL, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Manager, Tax

    Senior Manager, Tax

    RelativityChicago, IL, United States
    serp_jobs.job_card.full_time
    Join our dynamic Tax team, where strategic thinking meets operational excellence.As a Senior Manager, Tax, you'll lead a high-performing group responsible for delivering accurate and timely tax pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    CPA Licensed Senior Tax Manager

    CPA Licensed Senior Tax Manager

    VirtualVocationsChicago, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Manager, Tax to establish and scale their internal tax function.Key Responsibilities Manage relationships with external tax advisors, regulatory bodies, and audi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior Director / Manager

    Tax Senior Director / Manager

    Solid Rock Recruiting LLCChicago, IL, US
    serp_jobs.job_card.full_time
    Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Director, Tax

    Director, Tax

    Endeavor HealthArlington Heights, IL, United States
    serp_jobs.job_card.full_time +1
    The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors.Location : Arlington Heights, IL. Full Time / Part Time : Full time.Endeavor, a prominen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Director - Mergers & Acquisitions (Private Equity)

    Tax Director - Mergers & Acquisitions (Private Equity)

    EisnerAmperChicago, IL, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior Manager-Director

    Tax Senior Manager-Director

    Solid Rock Recruiting LLCChicago, IL, US
    serp_jobs.job_card.full_time
    Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    CyberCodersNaperville, IL, US
    serp_jobs.job_card.full_time
    Location : Hybrid west of Chicago IL.Annual Bonuses + Full Benefits + PTO + Profit Sharing.We are a full-service CPA Firm based in the Chicago IL Area and have been in business for over 30 years.Hir...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    ( Hybrid) HNW Senior Tax Manager

    ( Hybrid) HNW Senior Tax Manager

    JobotPrairie View, IL, US
    serp_jobs.job_card.full_time
    Hybrid, Work-life balance (50-55 hour weeks busy season), Unlimited PTO, Generous Bonus, Employer Paid benefits, Growth and advancement. This Jobot Job is hosted by : Mark C.Are you a fit? Easy Apply...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    HNW Tax Director | Senior Manager - Partnership Track (Chicago)

    HNW Tax Director | Senior Manager - Partnership Track (Chicago)

    LevelocitiChicago, IL, US
    serp_jobs.job_card.full_time
    HNW Tax Director | Senior Manager.Chicago, IL (Remote / Hybrid Flexible).Up to $225k+ base + 8% avg bonus + profit sharing. HNW focus), CPA, proven leadership.We are a Top 200 accounting firm with 100...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day