Senior Accountant, Tax - High Net Worth

Wipfli; Minneapolis (MN); Hybrid; USD 82,000 - 110,000; Full time

Benefits offered by this job

Health plan options

Dental and vision coverage

HSA enrollment

Life and disability coverage

401(k) with profit share

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

Legal

Long-term care

Pet insurance

ID theft protection

Supplemental life/AD&D

Job summary

Wipfli is seeking a tax professional to manage and coordinate tax compliance and advisory work for clients, including individual, trust, gift and estate tax. You will lead client relationships on day-to-day tax matters and support partners in service execution and development of extended services.

The role requires a hybrid work arrangement with in-person client and office meetings. CPA preferred; 3+ years of tax experience and prior public accounting are valued.

Qualifications

• Requires a Bachelor's Degree in Accounting or equivalent.
• CPA certification preferred; candidates actively pursuing CPA will be considered.
• 3+ years of related tax experience.
• Experience with fiduciary, trust returns is a plus.
• Experience making recommendations to management and mentoring staff.

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 and support partners.
• 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; participate in performance reviews.
• Attain technical competency through CPE and events.
• Review tax provisions and depreciation schedules.
• Lead multi-disciplined client service teams for account planning.
• Prepare and review client correspondence.
• Engage in firm-sponsored events for industry clients and prospects.

Skills

Client relationship management

Tax compliance experience

Advisory services

Mentoring staff

Public accounting experience

Education

Bachelor's Degree in Accounting

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

#LI-BK1 #LI-hybrid

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 $82,000 to $110,000, 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
• 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
• travel rewards
• critical illness & accident insurance
• hospital indemnity insurance
• legal
• long‑term care
• pet insurance
• ID theft protection
• 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 customers, and Wipfli Advisory LLC provides tax and business consulting services to its customers. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.