Tax Manager

Wipfli Advisory LLC; Helena (MT); Presencial; USD 111.000 - 149.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health plan options

Dental and vision coverage

401(k) with company match

Employee assistance program

Descripción de la vacante

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.

Formación

• 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

Responsabilidades

• 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

Conocimientos

Project management

Client communication

Time management

Analytical thinking

Ability to work under pressure

Educación

Bachelor's Degree in Accounting

CPA certification

Herramientas

Word

Excel

PowerPoint

Adobe

Caseware

ProSystems

RIA

IDEA

Descripción del empleo

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

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

Knowledge, Skills and Abilities

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

• Minumum 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

• Proficient in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, tax preparation software (ProSystems), tax research software (RIA), and IDEA (data extraction software)

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [e-mail]

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $111,000 to $149,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Job LocationsUS-MT-Bozeman | US-MT-Billings | US-MT-Kalispell | US-MT-Helena | US-MT-Missoula

Job ID 2022-4910

Category Tax

Remote No