Senior Tax Accountant (Hybrid) — Complex Returns & Advisory

Wipfli; Madison (WI); Hybrid; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Health plan options

Dental and vision coverage

HSA enrollment

401(k) with matching

Paid time off

Education & certification assistance

Parental leave

Zusammenfassung

Wipfli in Madison, WI is seeking a tax professional to prepare complex federal and multi-state returns and manage client engagements. This hybrid role combines office collaboration with remote work and client site flexibility. You will develop client relationships, advise on planning opportunities, and lead compliance tasks while guiding staff.

A CPA track and 3+ years of tax experience are valued. This role emphasizes research, accurate documentation, and proactive communication to ensure

Qualifikationen

• Bachelor’s degree in accounting or equivalent
• CPA certification or progress toward CPA preferred
• At least three years of tax experience
• Experience preparing complex federal and multi-state tax returns
• Experience working with clients in for-profit industries
• Ability to research technical tax matters and apply findings

Aufgaben

• Prepare complex federal and multi-state tax returns for businesses, individuals, partnerships, and fiduciaries.
• Manage and coordinate tax compliance and advisory services for clients across a variety of for-profit industries.
• Develop strong day-to-day client relationships and communicate proactively regarding engagement status, open items, deadlines, and potential concerns.
• Respond to client and internal requests in a timely, accurate, positive, and professional manner.
• Prepare client communications related to engagement planning, information requests, tax matters, and project updates.
• Identify potential tax issues and planning opportunities and discuss recommendations with engagement leaders
• Research technical tax matters and consult with engagement leaders on complex issues and special projects.
• Review tax-related information, including tax provisions, depreciation schedules, property tax returns, and supporting workpapers.
• Prepare tax projections and assist with tax planning as directed by engagement leaders.
• Use tax preparation and research software to prepare and process returns, analyze tax matters, and maintain accurate documentation.
• Review staff work and provide clear, timely, and constructive feedback.
• Participate in client service planning and collaborate with professionals across multiple service areas.
• Support business development efforts by helping identify opportunities to expand services and strengthen client relationships.
• Develop industry-specific knowledge through continuing professional education, firm and industry events, webinars, and other learning opportunities.

Kenntnisse

Communication skills

Client relationship management

Research tax matters

Time management

Mentoring staff

Ausbildung

Bachelor’s degree in accounting

CPA certification or progress toward CPA

Tools

Tax software

Jobbeschreibung

Wipfli in Madison, WI is seeking a tax professional to prepare complex federal and multi-state returns and manage client engagements. This hybrid role combines office collaboration with remote work and client site flexibility. You will develop client relationships, advise on planning opportunities, and lead compliance tasks while guiding staff.

A CPA track and 3+ years of tax experience are valued. This role emphasizes research, accurate documentation, and proactive communication to ensure