Senior Tax Accountant – Hybrid | Client Advisory

Wipfli; Denver (CO); Hybrid; USD 92,000 - 124,000; Full time

Benefits offered by this job

Health plan options (HMO & PPO)

Dental and vision coverage

HSA with Firm contribution

Life and disability insurance

401(k) with profit share and firm-mand

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 skilled tax professional to manage compliance and advisory work for diverse clients. You will review tax returns for individuals, trusts and estates, and lead day-to-day client relations in partnership with partners.

You will research technical matters, participate in business development, and mentor staff while expanding technical depth through CPA-related activities and CPE. Hybrid work is available in Denver, CO offices and client sites.

Qualifications

• Requires a Bachelor's Degree in Accounting or an equivalent combination of education and experience.
• CPA certification preferred; candidates actively pursuing CPA will be considered.
• Requires 3+ years of job related tax experience.
• Experience with fiduciary, trust returns is a plus.
• Management or mentoring experience with staff is desired.
• Public accounting experience is preferred.

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

3+ years tax experience

CPA certification preferred

Fiduciary/trust returns experience

Management/mentoring experience

Education

Bachelor's Degree in Accounting

Job description

Wipfli is seeking a skilled tax professional to manage compliance and advisory work for diverse clients. You will review tax returns for individuals, trusts and estates, and lead day-to-day client relations in partnership with partners.

You will research technical matters, participate in business development, and mentor staff while expanding technical depth through CPA-related activities and CPE. Hybrid work is available in Denver, CO offices and client sites.