Hybrid Tax Senior: Lead Client Advisory & Compliance

Wipfli LLP; Denver (CO); Hybrid; USD 92,000 - 124,000; Full time

Benefits offered by this job

8 health plan options (HMO & PPO)

Dental and vision coverage

HSA with Firm contribution

Life and disability coverage

401(k) with profit share and firm-mand

Firm matching contribution

Well-being incentive

Education & certification assistance

Flexible time off

Family care leave

Parental leave

Family formation benefits

Cell phone reimbursement

Travel rewards

Critical illness & accident insurance

Hospital indemnity insurance

ID theft protection

Supplemental life/AD&D

Job summary

Wipfli LLP in Denver is seeking a tax professional to manage and coordinate tax compliance and advisory work for clients. You will review fiduciary, trust, gift and estate tax returns, lead client relationships, and participate in business development and staff mentoring.

Prerequisites include a Bachelor's Degree in Accounting and 3+ years of experience; CPA preferred or pursuing CPA. This hybrid role involves office, home, and client-site work with various local to national engagements.

Qualifications

• Requires a Bachelor's Degree in Accounting or an equivalent combination of education and experience.
• CPA certification preferred; Candidates actively pursuing CPA certification will be considered.
• Requires at 3+ years of job related experience.
• Experience with fiduciary, trust returns a plus.
• Prior public accounting experience desired.

Responsibilities

• 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 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 with partners and marketing professionals to target client prospects.
• Assist, train and develop staff. Participate in performance review process.
• Attain technical competency and industry-specific expertise through CPE and events.
• Review tax-related information including tax provisions, depreciation schedules, property tax returns, etc.

Skills

Tax compliance

Client relationships

Staff mentoring

Education

Bachelor's Degree in Accounting

CPA certification preferred

Job description

Wipfli LLP in Denver is seeking a tax professional to manage and coordinate tax compliance and advisory work for clients. You will review fiduciary, trust, gift and estate tax returns, lead client relationships, and participate in business development and staff mentoring.

Prerequisites include a Bachelor's Degree in Accounting and 3+ years of experience; CPA preferred or pursuing CPA. This hybrid role involves office, home, and client-site work with various local to national engagements.