Senior Tax Manager | Lead Compliance & Strategy

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

Benefits offered by this job

Health benefits

401(k) with match

Flexible time off

Employee assistance program

Job summary

Wipfli Advisory LLC in Montana seeks a Tax Manager to lead and manage tax engagements, plan schedules, and serve as the primary client contact. You will review work papers, tax returns, and research while guiding staff and maintaining technical tax expertise.

The role requires a CPA, 5+ years in public accounting tax, and strong organizational skills. Competitive compensation includes a comprehensive benefits package and discretionary bonus potential.

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.
• Ability to become technically competent 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

Plan and organize work

Multitask management

Work under pressure

Data analysis and solutioning

Technical tax knowledge

Supervisory experience

Education

Bachelors Degree in Accounting

CPA certification

Tools

Word

Excel

PowerPoint

Adobe

Caseware

Depreciation software

ProSystems Tax

RIA Tax Research

IDEA (data extraction)

Job description

Wipfli Advisory LLC in Montana seeks a Tax Manager to lead and manage tax engagements, plan schedules, and serve as the primary client contact. You will review work papers, tax returns, and research while guiding staff and maintaining technical tax expertise.

The role requires a CPA, 5+ years in public accounting tax, and strong organizational skills. Competitive compensation includes a comprehensive benefits package and discretionary bonus potential.