Senior Tax Accountant (Hybrid) - CPA Path

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

Benefits dieser Stelle

Health plan options

Dental and vision coverage

HSA enrollment

401(k) with match

Flexible time off

Family care leave

Travel rewards

Zusammenfassung

Wipfli LLP is seeking a Tax professional to prepare complex federal and multi-state returns for businesses and individuals. The role emphasizes client relationship development, proactive communication, and collaboration across service areas in a hybrid work setting.

The ideal candidate has at least three years of tax experience, a Bachelor’s degree in accounting, and prefers CPA progression. Opportunities include guidance to staff, planning support, and potential discretionary bonus based on

Qualifikationen

• Bachelor’s degree in accounting or equivalent experience.
• CPA certification or progress toward CPA preferred.
• At least three years of relevant tax experience.
• Experience preparing complex business and individual tax returns.
• Experience working with clients in for-profit industries.
• Ability to research technical tax matters and apply findings.
• Strong written and verbal communication skills.
• Demonstrated ability to manage multiple engagements, priorities, budgets, and deadlines.
• Experience training or mentoring staff.

Aufgaben

• Prepare complex federal and multi-state tax returns for businesses, individuals, partnerships, and fiduciaries.
• Coordinate tax compliance and advisory services for clients across various industries.
• Build day-to-day client relationships and proactively communicate engagement status and deadlines.
• Respond to client and internal requests promptly and professionally.
• Prepare client communications related to engagement planning and tax matters.
• Identify tax issues and opportunities and discuss with engagement leaders.
• Research technical tax matters and consult with engagement leaders on complex issues.
• Review tax-related information and ensure accurate documentation and depreciation schedules.
• Prepare tax projections and assist with planning as directed.
• Use tax software to prepare and process returns and analyze tax matters.
• Review staff work and provide feedback.
• Participate in client service planning and collaborate across service areas.
• Support business development by identifying opportunities to expand services.

Kenntnisse

CPA certification

Tax experience

Client communication

Research tax matters

Mentoring staff

Ausbildung

Bachelor’s degree in accounting

Tools

Tax software

Jobbeschreibung

Wipfli LLP is seeking a Tax professional to prepare complex federal and multi-state returns for businesses and individuals. The role emphasizes client relationship development, proactive communication, and collaboration across service areas in a hybrid work setting.

The ideal candidate has at least three years of tax experience, a Bachelor’s degree in accounting, and prefers CPA progression. Opportunities include guidance to staff, planning support, and potential discretionary bonus based on