Hybrid Tax Senior Accountant | CPA Path & Client Impact

Wipfli LLP; Elm Tree Corners (WI); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Wipfli LLP is seeking a Tax Associate to prepare complex federal and multi-state returns across business structures, while coordinating compliance and advisory services for diverse clients. You will develop strong client relationships, communicate proactively, and provide guidance to staff within a collaborative, hybrid work environment.

Candidates should have a Bachelor's in accounting, 3+ years of tax experience, and CPA progress.

Qualifications

• Bachelor’s degree in accounting or equivalent experience.
• CPA certification or progress toward CPA license preferred.
• At least three years of relevant tax experience.
• Experience preparing complex business and individual tax returns.
• Experience with clients in for-profit industries.
• Ability to research technical tax matters and apply findings.
• Strong written and verbal communication skills.
• Ability to manage multiple engagements, priorities, budgets, and deadlines.
• Experience mentoring or training staff.
• Construction, contractor, or job-costing experience is a plus.

Responsibilities

• Prepare complex federal and multi-state tax returns for businesses, individuals, partnerships, and fiduciaries.
• Manage and coordinate tax compliance and advisory services for clients across industries.
• Develop strong day-to-day client relationships and communicate engagement status, deadlines, and concerns.
• Respond to client and internal requests in a timely, accurate, and professional manner.
• Prepare client communications related to engagement planning and tax matters.
• Identify potential tax issues and discuss recommendations with engagement leaders.
• Research tax matters and consult with engagement leaders on complex issues.
• Review tax-related information and supporting workpapers.
• Prepare tax projections and assist with tax planning as directed.
• Use tax software to prepare and process returns and maintain documentation.
• Review staff work and provide constructive feedback.
• Participate in client service planning and cross-service collaboration.
• Support business development by identifying opportunities to expand services.
• Develop industry knowledge through continuing education and events.

Skills

Communication skills

Time management

Mentoring

Client relationship management

Education

Bachelor's degree in accounting

CPA certification or progress toward CPA

Tools

Tax software

Job description

Wipfli LLP is seeking a Tax Associate to prepare complex federal and multi-state returns across business structures, while coordinating compliance and advisory services for diverse clients. You will develop strong client relationships, communicate proactively, and provide guidance to staff within a collaborative, hybrid work environment.

Candidates should have a Bachelor's in accounting, 3+ years of tax experience, and CPA progress.