Senior Tax Accountant – Hybrid & Client Lead

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

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.