Hybrid Tax Senior Accountant | CPA Path & Growth

Wipfli; Chicago (IL); Hybrid; USD 85,000 - 128,000; Full time

Benefits offered by this job

Health plan options

HSA enrollment

401(k) with profit sharing

Education & certification assistance

Parental leave

Job summary

Wipfli seeks an experienced accountant in the Chicago area to support tax engagements for diverse clients. The role involves preparing individual, business, and fiduciary tax returns, researching issues, and communicating effectively with engagement leaders.

The position requires 3+ years in public accounting, a Bachelor’s in Accounting, and CPA pursuit. Hybrid work with client site involvement is expected, alongside access to extensive benefits and professional development opportunities.

Qualifications

• 3+ years of job-related experience
• Bachelor’s Degree in Accounting required
• CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
• Prior accounting experience in a public accounting firm required
• Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
• Manufacturing and retail distribution experience required

Responsibilities

• Respond to client and firm associate requests in a timely, accurate, positive and professional manner
• Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests
• Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
• Research tax issues
• Communicate with engagement leaders regarding open items or other important matters in a timely manner
• Adhere to prescribed budgets and deadlines
• Develop technical competency
• 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
• Participate in core CPE programs
• Actively participate in community activities to develop positive relationships with community leaders and members
• Actively participate in firm sponsored events for assigned product line clients and prospects

Skills

Public accounting experience

Accounting proficiency

CPA preparation

Education

Bachelor’s Degree in Accounting

CPA certification preferred

Tools

Word

Excel

PowerPoint

Adobe

Caseware

Depreciation processing software

Axcess

RIA

Go File Room

Job description

Wipfli seeks an experienced accountant in the Chicago area to support tax engagements for diverse clients. The role involves preparing individual, business, and fiduciary tax returns, researching issues, and communicating effectively with engagement leaders.

The position requires 3+ years in public accounting, a Bachelor’s in Accounting, and CPA pursuit. Hybrid work with client site involvement is expected, alongside access to extensive benefits and professional development opportunities.