Hybrid Senior Tax Partnerships Lead

Wipfli LLP; Wauwatosa (WI); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Wipfli LLP is seeking a seasoned tax professional to manage and coordinate tax compliance and advisory work for diverse clients. You will review federal and multi-state partnership returns, lead client relationships, and collaborate with partners to develop extended services.

The role emphasizes technical leadership in partnership taxation, mentoring staff, and contributing to engagements with timely, accurate client communications. Hybrid work is supported."

Qualifications

• Bachelor’s degree in accounting or an equivalent combination of education and experience.
• CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
• At least 3 years of job-related 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

• Manage and coordinate tax compliance and advisory work for clients.
• Review Federal and Multi-State Partnership tax returns.
• Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
• Consult on technical matters and special projects.
• Build relationships and communicate effectively with clients to provide superior service.
• Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
• Manage, train, and develop staff, and participate in the performance review process.
• Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
• Prepare client communications pertaining to engagement planning and requests.
• Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
• Communicate with engagement leaders regarding open items or other important matters in a timely manner.
• Adhere to prescribed budgets and deadlines.
• Develop technical competency 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.
• Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
• Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
• Lead multi-disciplined client service teams for account planning.
• Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
• Perform a limited number of tax return interviews as needed.
• Provide technical assistance to clients.

Education

Bachelor’s degree in accounting or an equivalent combination of education and experience

CPA certification, or progress towards obtaining

3 years of job-related experience

Subject matter leader in similar accounting and/or tax services

Management and/or mentoring experience

Experience making recommendations to management

Prior public accounting experience desired

Job description

Wipfli LLP is seeking a seasoned tax professional to manage and coordinate tax compliance and advisory work for diverse clients. You will review federal and multi-state partnership returns, lead client relationships, and collaborate with partners to develop extended services.

The role emphasizes technical leadership in partnership taxation, mentoring staff, and contributing to engagements with timely, accurate client communications. Hybrid work is supported."