Senior Accountant, Tax - High Net Worth

Wipfli; Lincolnshire (IL); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health plan options (HMO & PPO)

Dental coverage

Vision coverage

HSA with firm contribution

Employee Assistance Program

Life and disability coverage

401(k) with profit sharing and firm-m也

Job summary

Wipfli is a leading professional services firm known for its people-first culture. This role focuses on managing tax compliance and advisory work for clients, reviewing tax returns, and leading day-to-day client relationships in a hybrid work environment.

Candidates should have a Bachelor's in Accounting with CPA preferred and 3+ years of tax experience, including fiduciary/trust returns. Growth opportunities, comprehensive benefits, and ongoing professional development are offered.

Qualifications

• Requires a Bachelor's Degree in Accounting or equivalent.
• CPA certification preferred.
• Requires 3+ years of job related experience.
• Experience with fiduciary, trust returns a plus.
• Requires prior tax experience.
• Management and/or mentoring experience with staff.
• Experience making recommendations to management.
• Prior public accounting experience desired.

Responsibilities

• 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.

Skills

Tax compliance

Client relationships

Business development

Staff mentoring

Tax research

Customer service

Education

Bachelor's Degree in Accounting

CPA certification preferred

Job description

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

• Responsible for managing and coordinating tax compliance and advisory work for clients
• Review Individual, Trust, Gift and Estatetax 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

Qualifications

• Requires a Bachelors 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 working with fiduciary, trust returns a plus
• Requires prior tax experience
• Management and/or mentoring experience with other staff members
• Experience making recommendations to management
• Prior public accounting experience desired

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 identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

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]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $85,000 to $115,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

• Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
• 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 the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.