Partnership Tax Manager — Lead & Mentor

Wipfli Advisory LLC; Duluth (MN); On-site; USD 109,000 - 147,000; Full time

Benefits offered by this job

Health insurance options

Retirement plan with matching

Job summary

Wipfli Advisory LLC in Minnesota seeks a seasoned tax professional to lead complex partnership tax engagements and deliver consulting services to diverse clients. The role emphasizes collaboration, mentorship, and planning across multiple engagements in a fast-paced firm environment.

The ideal candidate has CPA credentials, 5+ years of progressive experience in tax compliance and consulting, and strong analytical and communication skills, with travel up to 25%.

Qualifications

• Bachelor's degree in Accounting, or other related field.
• CPA or licensed member of the Bar.
• 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience.
• Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Strong leadership, recruiting, training, coaching, mentoring skills, coupled with excellent written, interpersonal, and presentation skills
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
• Ability to travel up to 25%

Responsibilities

• Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients
• Evaluate the tax aspects of partnership agreements and manage the client's IRC 704b accounts
• Lead client service teams on tax engagements and manage projects to budget
• Mentor staff on tax projects and assess their performance for engagement and year-end reviews
• Research and consult on Subchapter K partnership taxation; utilize tax-related software to prepare returns
• Respond to inquiries from the IRS and other tax authorities
• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships

Skills

Tax consulting

Project leadership

Client service

Communication skills

Mentoring

Education

Bachelor's degree in Accounting

CPA or licensed Bar member

Tools

Tax software

Job description

Wipfli Advisory LLC in Minnesota seeks a seasoned tax professional to lead complex partnership tax engagements and deliver consulting services to diverse clients. The role emphasizes collaboration, mentorship, and planning across multiple engagements in a fast-paced firm environment.

The ideal candidate has CPA credentials, 5+ years of progressive experience in tax compliance and consulting, and strong analytical and communication skills, with travel up to 25%.