Tax Manager

Wipfli LLP; United States; On-site; USD 106,000 - 160,000; Full time

Benefits offered by this job

Health plan options

Dental coverage

Vision coverage

HSA enrollment

401(k) plan

Flexible time off

Parental leave

Travel rewards

Job summary

Wipfli LLP is seeking an experienced Tax Manager in the United States to lead tax engagements, plan schedules, and serve as the primary client contact. You will supervise staff, review work papers and tax provisions, and ensure timely, accurate deliverables.

The role emphasizes proactive client communication, ongoing technical tax expertise, and collaboration with partners on firm initiatives. Competitive compensation and benefits are offered.

Qualifications

• Bachelor's Degree in Accounting is required.
• CPA designation is required.
• Proficiency with Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Axcess, RIA, and Go File Room is strongly desired.

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 point of contact within the firm for clients.
• Manage reviews of tax work papers and provision calculations.
• Review tax returns, tax research, and other deliverables.
• Provide proactive client communication and timely service.

Skills

MS Word

MS Excel

MS PowerPoint

Adobe

Caseware

Axcess

RIA

Go File Room

Education

Bachelor's Degree in Accounting

CPA designation

Tools

Caseware

Axcess

RIA

Go File Room

Job description

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

Qualifications

• 5+ years of job-related experience
• Bachelor's Degree in Accounting required
• CPA designation required
• Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired

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 $106,000-$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 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.