Senior Tax Accountant - Hybrid & Client-Focused

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

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.