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Senior Manager/Director, Tax - High Net Worth
Senior Manager/Director, Tax - High Net WorthWipfli • Naperville, IL, United States
Senior Manager / Director, Tax - High Net Worth

Senior Manager / Director, Tax - High Net Worth

Wipfli • Naperville, IL, United States
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Senior Manager / Director, Tax - High Net Worth

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

  • 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
  • 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
  • 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.

    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, dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program.

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    Senior Tax • Naperville, IL, United States

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