Senior Tax Manager - High Net Worth & Advisory Lead

Wipfli; Southfield (MI); On-site; USD 145,000 - 217,000; Full time

Job summary

Wipfli is seeking an experienced tax professional in Michigan who will manage and coordinate tax compliance and advisory work for clients. The role involves reviewing Federal and Multi-State Partnership returns, leading client relationships, and guiding staff on complex tax matters.

The position emphasizes high-net-worth tax expertise and public accounting background, with opportunities in client development.

Qualifications

• Bachelor's degree in Accounting or equivalent (education requirement).
• CPA certification required in the respective state where practicing.
• Requires 10+ years of job related experience.
• High Net Worth tax experience required.
• Requires prior accounting and/or tax experience.
• Subject matter leader in similar accounting/tax services.
• Management and/or mentoring experience with other staff members.
• Experience making recommendations to management.
• Prior public accounting experience desired.

Responsibilities

• Manage and coordinate tax compliance and advisory work for clients.
• Review Federal and Multi-State Partnership 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 to provide superior client service.
• Actively participate in business development efforts with partners and marketing professionals to target and build relationships with client prospects.
• Manage, train and develop staff. Participate in the performance review process.
• Lead multi-disciplined client service teams for account planning.
• Prepare and review client correspondence (letter, e-mail, etc.).
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects.

Skills

CPA certification

10+ years exp

High net worth tax

Public accounting

Leadership

Mentoring

Present recommendations

Education

Bachelor's degree in Accounting or equivalent

Job description

Wipfli is seeking an experienced tax professional in Michigan who will manage and coordinate tax compliance and advisory work for clients. The role involves reviewing Federal and Multi-State Partnership returns, leading client relationships, and guiding staff on complex tax matters.

The position emphasizes high-net-worth tax expertise and public accounting background, with opportunities in client development.