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 :
- Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of clients
- Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences
- Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
- Manage teams of tax professionals and assistants working on client projects
- Advise clients and be accountable for delivering high quality tax service and advice
- Participate in and contribute to market and business activities external to the firm
- Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters
- Respond to inquiries from the IRS and other tax authorities
- Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
- Manage risk and financial performance of engagements including billing, collections, and project budgets
- Team with other professionals to identify new marketplace opportunities and grow the complex fund tax practice
Qualifications :
- Minimum 10+ years of recent pass-through and partnership tax experience in an accounting firm, corporation, and / or law firm
- Bachelor's degree in accounting or related field
- Licensed CPA, JD / LLM
- Prior experience with pass-through entities and partnerships
- Experience managing multiple client engagements and client service teams and managing timely deliverables
- Excellent analytical, technical, and tax accounting / technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Experience mentoring and counseling staff level team members
- Prior experience working with financial services and / or real estate clients, a plus
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her page to connect!
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