Senior Tax Engagement Leader

Wipfli Advisory LLC; Helena (MT); On-site; USD 111,000 - 149,000; Full time

Benefits offered by this job

Health plan options

Dental and vision coverage

401(k) with company match

Employee assistance program

Job summary

Wipfli Advisory LLC in Helena, MT is seeking a Tax Manager to lead tax compliance engagements, communicate with clients, and supervise staff. The role focuses on planning, scheduling, and timely delivery of tax services across multiple client engagements.

Qualified candidates hold a Bachelor's in Accounting, CPA license, and at least 5 years of tax experience in public accounting. Benefits include competitive pay and comprehensive health plans; remote work is not indicated.

Qualifications

• Requires a Bachelor's Degree in Accounting or equivalent
• CPA certification required in the relevant state
• Minimum 5 years of public accounting experience in tax
• Prior supervisory experience required
• Ability to plan, prioritize and organize work
• Ability to handle multiple projects simultaneously
• Ability to work under time deadlines
• Ability to analyze data and provide solutions
• Ability to become technically competent in tax and accounting matters
• Proficient with tax prep and research software and common tools

Responsibilities

• Lead and manage tax compliance engagements within budget and deadlines
• Plan and schedule tax engagements with clients and resources
• Act as main tax contact for clients
• Provide proactive communication and timely service
• Review tax work papers, provisions and tax returns
• Conduct tax research and prepare deliverables
• Communicate project status with clients and partners
• Provide guidance and supervision to staff
• Lead firm initiatives and projects
• Maintain technical expertise in industry-specific tax and accounting matters

Skills

Project management

Client communication

Time management

Analytical thinking

Ability to work under pressure

Education

Bachelor's Degree in Accounting

CPA certification

Tools

Word

Excel

PowerPoint

Adobe

Caseware

ProSystems

RIA

IDEA

Job description

Wipfli Advisory LLC in Helena, MT is seeking a Tax Manager to lead tax compliance engagements, communicate with clients, and supervise staff. The role focuses on planning, scheduling, and timely delivery of tax services across multiple client engagements.

Qualified candidates hold a Bachelor's in Accounting, CPA license, and at least 5 years of tax experience in public accounting. Benefits include competitive pay and comprehensive health plans; remote work is not indicated.