Hybrid Tax Senior - Client-Focused CPA Leader

Wipfli Advisory LLC; Oregon; Híbrido; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Wipfli Advisory LLC in Oregon seeks an experienced tax professional to manage compliance and advisory work for diverse clients. You will lead client relationships, review fiduciary and estate returns, and collaborate across service lines to deliver value.

The role emphasizes mentoring staff, contributing to business development, and building technical expertise through ongoing training and client engagement. Hybrid work is supported with in-person client and office meetings as needed.

Formación

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

Responsabilidades

• Manage and coordinate tax compliance and advisory work for clients
• Review Individual, Trust, Gift and Estate tax returns
• Lead client relationships on day-to-day tax matters
• Research and consult on technical matters and special projects
• Proactively build relationships and communicate with clients and advisors
• Participate in business development with partners and marketing
• Assist, train and develop staff and participate in performance reviews
• Attain technical competency and industry expertise through CPE and events
• Review tax provisions, depreciation schedules, property tax returns
• Lead multi-disciplined client service teams for account planning
• Prepare and review client correspondence
• Participate in firm events for industry clients and prospects

Conocimientos

Client relationships

Communication

Mentoring

Research

Educación

Bachelor's degree in Accounting

CPA preferred

Descripción del empleo

Wipfli Advisory LLC in Oregon seeks an experienced tax professional to manage compliance and advisory work for diverse clients. You will lead client relationships, review fiduciary and estate returns, and collaborate across service lines to deliver value.

The role emphasizes mentoring staff, contributing to business development, and building technical expertise through ongoing training and client engagement. Hybrid work is supported with in-person client and office meetings as needed.