Senior Tax Accountant – Client Leadership & Advisory

Wipfli LLP; Minneapolis (MN); Híbrido; USD 82 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health plan options

401(k) with company match

Disability coverage

Education & certification assistance

Flexible time off

Resumo da oferta

Wipfli LLP in Minneapolis, MN, is seeking an experienced tax professional to manage and coordinate tax compliance and advisory work for clients. You will review complex tax returns and lead client relationships under supervision, supporting partners with service execution and expansion of offerings.

The role requires 3+ years of tax experience, a Bachelor's in Accounting, CPA preferred, and a collaboration-focused mindset with strong communication skills.

Qualificações

• 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 working with fiduciary, trust returns a plus.
• Requires prior tax experience; public accounting experience desired.

Responsabilidades

• 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 with partners and marketing professionals to target client prospects.
• Assist, train and develop staff. Participate in performance reviews.
• Attain thorough technical competency and industry-specific expertise through CPE and firm/industry events.
• Review tax-related information including tax provisions, depreciation schedules, property tax returns, etc.
• Lead multi-disciplined client service teams for account planning.
• Prepare and review client correspondence.
• Participate in firm-sponsored events for industry-specific/regional clients and prospects.

Conhecimentos

Client relationship management

Mentoring staff

Research and advisory

Communication skills

Formação académica

Bachelor's Degree in Accounting

CPA certification preferred

3+ years of related experience

Experience with fiduciary/trust returns

Public accounting experience preferred

Descrição da oferta de emprego

Wipfli LLP in Minneapolis, MN, is seeking an experienced tax professional to manage and coordinate tax compliance and advisory work for clients. You will review complex tax returns and lead client relationships under supervision, supporting partners with service execution and expansion of offerings.

The role requires 3+ years of tax experience, a Bachelor's in Accounting, CPA preferred, and a collaboration-focused mindset with strong communication skills.