Tax Manager

Wipfli; Missoula (MT); On-site; USD 106,000 - 160,000; Full time

Benefits offered by this job

Health plan options

HSA with employer contribution

401(k) with profit sharing and match

Well-being incentives

Education and certification assistance

Job summary

Wipfli is seeking a Tax Manager in the Missoula area to lead and manage tax engagements, plan client schedules, and serve as the primary tax contact for clients. You will review work papers, perform tax research, and ensure timely delivery of all tax deliverables.

The role requires CPA licensure, 5+ years in public accounting tax, and supervisory experience, with strong skills in tax software and data analysis. Competitive pay and comprehensive benefits are offered.

Qualifications

• Bachelor's degree in accounting or equivalent education/experience.
• CPA required in practicing state.
• Minimum 5 years public accounting tax experience.
• Prior supervisory experience is required.
• Ability to plan, prioritize, and organize work effectively.
• Ability to balance many projects simultaneously.
• Ability to meet deadlines under pressure.
• Ability to analyze data and deliver solutions.
• Proficient with common tax and accounting software.

Responsibilities

• Lead and manage tax compliance engagements within budget and deadlines.
• Plan and schedule tax engagements with clients and firm resources.
• Serve as the main tax contact for clients.
• Provide proactive communication and timely service to clients.
• Review tax work papers and provision calculations prepared by others.
• Review tax returns, research, communications, and other deliverables.
• Proactively communicate project status and opportunities to clients and partners.
• Provide training, direction, and supervision to staff and seniors.
• Participate in firm initiatives and lead projects.
• Maintain technical expertise in industry-specific tax areas.

Skills

Planning

Prioritization

Multitasking

Data analysis

Technical tax knowledge

Education

Bachelor's Degree in Accounting

Tools

ProSystems

RIA

Caseware

Depreciation software

Word

Excel

PowerPoint

Adobe

Job description

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

Qualifications

• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
• CPA certification required in the state in which the candidate is 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 meet 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 regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, 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 a reasonable accommodation is needed to complete an application, interview, or participate in the recruiting process, please email [e-mail].

The estimated base pay range for this role is $106,000 to $160,000, 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 such as 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 its associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO and PPO plans), dental and vision coverage, the opportunity to enroll in an 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 with profit share and firm matching contributions, well-being incentives, education and 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 and accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefit 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 practice in an alternative 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.