High Net Worth Tax Manager: Lead & Elevate Client Service

Wipfli; Denver (CO); On-site; USD 106,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

HSA with Firm contribution

401(k) profit sharing

Job summary

Wipfli is seeking a Tax Manager to lead and manage tax compliance engagements, plan engagements with clients and resources, and serve as the primary tax contact for clients. This role emphasizes proactive communication, timely service, and mentorship of staff.

The successful candidate will review tax work papers, returns, and research, while staying current with tax regulations and firm initiatives. Strong leadership and client relationship skills are essential.

Qualifications

• Requires a Bachelor's 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 least 5+ years of job related experience.
• High Net Worth Individual 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.

Responsibilities

• Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations.
• Plan and schedule tax engagements with clients and firm resources.
• Serve as the main tax point of contact within our firm for clients.
• Tax Manager is responsible for clients receiving proactive communication and timely service.
• Perform detailed reviews of tax work papers and provision calculations completed by other associates.
• Review tax returns, tax research, tax communications, and other requested deliverables.
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner.
• Provide training, direction, and supervision to staff and senior accountants.
• Participate in and provide leadership for firm initiatives and projects.
• Maintain technical expertise in various tax areas related to industry specialization.

Skills

Leadership mentoring

Client communication

Staff development

Education

Bachelor's Degree in Accounting

CPA certification

Job description

Wipfli is seeking a Tax Manager to lead and manage tax compliance engagements, plan engagements with clients and resources, and serve as the primary tax contact for clients. This role emphasizes proactive communication, timely service, and mentorship of staff.

The successful candidate will review tax work papers, returns, and research, while staying current with tax regulations and firm initiatives. Strong leadership and client relationship skills are essential.