Hybrid Tax Senior Accountant - Lead Client Advisory

Wipfli LLP; Southfield (MI); Hybrid; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Zusammenfassung

Wipfli LLP is seeking a tax professional to manage and coordinate tax compliance and advisory work for clients in a hybrid work environment based in Michigan. The role emphasizes leading client relationships, technical tax research, and development of extended services alongside partners and staff.

The ideal candidate has 3+ years of tax experience, a Bachelor's in Accounting, and CPA certification (or in progress).

Qualifikationen

• Requires a Bachelor's Degree in Accounting or an equivalent combination of education and experience.
• CPA certification preferred; candidates actively pursuing CPA will be considered.
• Requires 3+ years of job-related experience.
• Experience working with fiduciary, trust returns is a plus.
• Management and/or mentoring experience with other staff members.
• Experience making recommendations to management.
• Prior public accounting experience desired.

Aufgaben

• Responsible for managing and coordinating tax compliance and advisory work for clients.
• Review Individual, Trust, Gift and Estate 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 and their advisors 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.
• Assist, train and develop staff. Participate in the performance review process.
• 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.
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects.

Ausbildung

Bachelor's Degree in Accounting

CPA certification preferred

Jobbeschreibung

Wipfli LLP is seeking a tax professional to manage and coordinate tax compliance and advisory work for clients in a hybrid work environment based in Michigan. The role emphasizes leading client relationships, technical tax research, and development of extended services alongside partners and staff.

The ideal candidate has 3+ years of tax experience, a Bachelor's in Accounting, and CPA certification (or in progress).