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.
Responsibilities :
- Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
- Identify and respond to client issues in a timely, accurate, positive and professional manner.
- Manage expectations effectively through clear and continuous communication with the client and / or other accountant
- Communicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situations
- Participate in and provide leadership for firm initiatives and projects
- Plan and schedule engagements with clients and firm resources
- Perform detailed reviews of tax workpapers and provision calculations completed by other associates
- Consult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needs
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
- Review financial statements and footnotes, management reports, executive reports, and other requested deliverables
- Provide training, direction, and supervision to staff, senior accountants, and managers
- Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm
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
Qualifications :
- 10+ years of job-related experience
- 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
- Subject matter leader in similar accounting and / or tax services
- Management and / or mentoring experience with other staff members
- Experience making recommendations to management
- Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her page to connect!
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