Senior Tax Accountant — Hybrid & Client-Focused

Wipfli LLP; Lincolnshire (IL); Hybrid; USD 85.000 - 115.000; Vollzeit

Benefits dieser Stelle

Health plan options (HMO & PPO)

Dental and vision coverage

HSA with firm contribution

Employee Assistance Program

401(k) with profit sharing and firm-mã

Well-being incentive

Education & certification assistance

Flexible time off

Family care leave

Parental leave

Cell phone reimbursement

Travel rewards

Zusammenfassung

Wipfli LLP in Lincolnshire, IL, is seeking a Tax Senior/Manager to lead tax compliance and advisory work for diverse clients. The role focuses on fiduciary, trust, and estate tax matters, with emphasis on client relationships and cross-functional collaboration.

The ideal candidate brings 3+ years of tax experience, a Bachelor’s in Accounting, and preferably CPA certification. Hybrid work is available, including client-site engagement, with growth opportunities across service lines.

Qualifikationen

• 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 least 3+ years of job-related experience.
• Experience working with fiduciary, trust returns is 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.

Aufgaben

• 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

Kenntnisse

Tax compliance

Client relationships

Mentoring staff

Business development

Ausbildung

Bachelor's Degree in Accounting

CPA certification (preferred)

Jobbeschreibung

Wipfli LLP in Lincolnshire, IL, is seeking a Tax Senior/Manager to lead tax compliance and advisory work for diverse clients. The role focuses on fiduciary, trust, and estate tax matters, with emphasis on client relationships and cross-functional collaboration.

The ideal candidate brings 3+ years of tax experience, a Bachelor’s in Accounting, and preferably CPA certification. Hybrid work is available, including client-site engagement, with growth opportunities across service lines.