Senior Tax Manager — Lead Client Engagements & Mentorship

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

Benefits offered by this job

Health plans suite

Dental & vision coverage

401(k) with matching

Flexible time off

Life and disability insurance

Job summary

Wipfli Advisory LLC in Billings, MT seeks an experienced Tax Manager to lead tax compliance engagements, review complex returns, and supervise staff. You will coordinate with clients and partners to ensure timely service while maintaining technical excellence in industry-specific tax matters.

Eligible candidates will have a Bachelor's in Accounting, CPA certification, and at least five years in public tax, with proven supervisory capabilities and strong communication skills.

Qualifications

• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience.
• CPA certification required in the respective state in which they are practicing.
• Minimum 5 years of public accounting experience in tax.
• Prior supervisory experience required.
• Ability to plan, prioritize, and organize work effectively.
• Ability to balance many projects simultaneously.
• Ability to work under pressure and time deadlines.
• Ability to analyze data and recommend solutions.
• Technical competency with industry-specific tax and accounting matters.

Responsibilities

• Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations.
• Plan and schedule tax engagements with clients and firm resources.
• Serve as the main tax point of contact within our firm for clients.
• Tax Manager is responsible for clients receiving proactive communication and timely service.
• Perform detailed reviews of tax work papers and provision calculations completed by other associates.
• Review tax returns, tax research, tax communications, and other requested deliverables.
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner.
• Provide training, direction, and supervision to staff and senior accountants.
• Participate in and provide leadership for firm initiatives and projects.
• Maintain technical expertise in various tax areas related to industry specialization.

Skills

Ability to plan, prioritize, and stay/

Education

Bachelors Degree in Accounting or equivalent

CPA certification

Tools

Word

Excel

PowerPoint

Adobe

Caseware

Depreciation software

ProSystems

RIA

IDEA

Job description

Wipfli Advisory LLC in Billings, MT seeks an experienced Tax Manager to lead tax compliance engagements, review complex returns, and supervise staff. You will coordinate with clients and partners to ensure timely service while maintaining technical excellence in industry-specific tax matters.

Eligible candidates will have a Bachelor's in Accounting, CPA certification, and at least five years in public tax, with proven supervisory capabilities and strong communication skills.