Senior Accountant, Tax - Construction

Wipfli; Milwaukee (WI); Hybrid; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health plan options

Dental and vision coverage

401(k) with profit sharing

HSA with firm contribution

Flexible time off

Zusammenfassung

Wipfli is seeking a seasoned tax professional to prepare complex federal and multi-state returns for businesses, individuals, and fiduciaries. You will manage compliance across industries, build strong client relationships, and lead engagement planning and advisory work.

The role emphasizes collaboration with engagement leaders, research on technical tax matters, and providing guidance to staff. Hybrid work is available, with in-office, client site, and home components.

Qualifikationen

• Bachelor’s degree in accounting or equivalent experience.
• CPA certification preferred or progressing.
• At least three years of tax experience.
• Experience preparing complex business and personal returns.
• Experience serving clients in for-profit industries.
• Strong written and verbal communication skills.
• Ability to manage multiple engagements, priorities, budgets, and deadlines.
• Mentoring staff and providing technical guidance.

Aufgaben

• Prepare complex federal and multi-state tax returns for various entities.
• Coordinate tax compliance and advisory services for clients.
• Foster strong client relationships and communicate status and deadlines.
• Respond to client and internal requests promptly and professionally.
• Prepare client communications and engagement updates.
• Identify tax issues and opportunities; discuss with engagement leaders.
• Research technical tax matters and consult on complex issues.
• Review tax provisions, depreciation schedules, and supporting workpapers.
• Prepare tax projections and assist with planning.
• Utilize tax software to process returns and analyze tax matters.
• Review staff work and provide timely feedback.
• Participate in client service planning and cross-service collaboration.
• Support business development to expand services.

Kenntnisse

Tax preparation

Client relationships

Research tax matters

Communication

Budgeting and deadlines

Ausbildung

Bachelor's degree in accounting

CPA certification in progress

Tools

Tax software

Jobbeschreibung

At Wipfli, people count

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.

Responsibilities

• Prepare complex federal and multi-state tax returns for businesses, individuals, partnerships, and fiduciaries.
• Manage and coordinate tax compliance and advisory services for clients across a variety of for-profit industries.
• Develop strong day-to-day client relationships and communicate proactively regarding engagement status, open items, deadlines, and potential concerns.
• Respond to client and internal requests in a timely, accurate, positive, and professional manner.
• Prepare client communications related to engagement planning, information requests, tax matters, and project updates.
• Identify potential tax issues and planning opportunities and discuss recommendations with engagement leaders
• Research technical tax matters and consult with engagement leaders on complex issues and special projects.
• Review tax-related information, including tax provisions, depreciation schedules, property tax returns, and supporting workpapers.
• Prepare tax projections and assist with tax planning as directed by engagement leaders.
• Use tax preparation and research software to prepare and process returns, analyze tax matters, and maintain accurate documentation.
• Review staff work and provide clear, timely, and constructive feedback.
• Participate in client service planning and collaborate with professionals across multiple service areas.
• Support business development efforts by helping identify opportunities to expand services and strengthen client relationships.
• Develop industry-specific knowledge through continuing professional education, firm and industry events, webinars, and other learning opportunities.

Qualifications

• Bachelor’s degree in accounting or an equivalent combination of education and relevant experience.
• CPA certification or progress toward obtaining a CPA license preferred.
• At least three years of relevant tax experience.
• Experience preparing complex business and individual tax returns.
• Experience working with clients in for-profit industries.
• Ability to research technical tax matters and apply findings to client situations.
• Strong written and verbal communication skills, with the ability to communicate proactively with clients and engagement teams.
• Demonstrated ability to manage multiple engagements, priorities, budgets, and deadlines.
• Experience training, mentoring, or providing technical guidance to staff.
• Ability to review work, identify potential issues, and make appropriate recommendations to engagement leaders.Construction, contractor, or job-costing experience is a plus but not required.

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [e-mail]