Senior Accountant, Tax - Healthcare Physician Practices

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.

Our Tax Senior opening is hybrid and will serve healthcare and for-profit medical practice clients.

Responsibilities :

• Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
• Establish and maintain effective client relationships through regular communications, including on-site visits
• Adhere to prescribed budgets and deadlines
• Develop technical competency and assist clients
• Participate in continuing professional education programs
• Serve as a trusted business advisor for clients and associates
• Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and / or opportunities in engagements and discuss with engagement leader
• Use data analysis skills to discover useful information and patterns to provide support in recommendations

Tax Specific :

• Provide medical practice clients tax compliance services and proactive tax consultations on individual, C corporation, S corporation, and partnership engagements in accordance with firm and professional standards as directed by engagement leaders
• Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
• Grow into a deep industry expertise focused on the medical practice space.
• Understand and effectively use current tax and accounting software applications
• Research tax related issues and other related financial reports

Qualifications :

• Bachelors degree in accounting or a related field
• CPA, or progress towards obtaining, preferred
• 3-4 years of related experience
• Prior experience in healthcare tax preferred
• Ability to plan, prioritize, and organize work many projects simultaneously under pressure and time deadlines
• Ability to analyze data and recommend solutions
• Strong verbal and written communication skills

Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her page to connect!