Tax Manager - High Net Worth

Wipfli LLP; Chicago (IL); On-site; USD 113,000 - 153,000; Full time

Benefits offered by this job

Health insurance options

Dental & vision coverage

401(k) with company match

Education & certification assistance

Flexible time off

Parental leave

Well-being incentive

Job summary

Wipfli LLP in Chicago is seeking a Tax Manager to lead and manage high-visibility tax engagements for diverse clients. You will schedule engagements, coordinate resources, and serve as the primary tax contact for clients and their advisors while ensuring timely, proactive service.

The role requires 5+ years of tax experience, CPA licensing, and strong leadership capabilities to mentor staff and deliver accurate work papers, reviews, and compliance outputs.

Qualifications

• CPA certification required in the respective state
• 5+ years of relevant tax experience
• High Net Worth tax experience required
• Experience leading staff and mentoring others
• Public accounting experience preferred
• Strong communication and client service skills
• Subject matter leader in tax services

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 and their advisors
• 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 Individual, Trust, Gift and Estate 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

Leadership & mentoring

Tax planning

Client management

Communication

Education

Bachelor's Degree in Accounting

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

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 and their advisors

• 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 Individual, Trust, Gift and Estate 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
• Requires at 5+ years of job related experience
• High Net Worth Individual tax experience required
• Requires prior accounting and/or tax experience
• Subject matter leader in similar accounting and/or tax services
• Management and/or mentoring experience with other staff members
• Experience making recommendations to management
• Prior public accounting experience desired

Additional Details

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 [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 $113,000 to $153,000, 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.

• 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.
• firm-sponsored basic life and short and long-term disability coverage
• 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
• travel rewards
• critical illness & accident insurance
• hospital indemnity insurance
• legal
• long-term care
• pet insurance
• ID theft protection
• supplemental life/AD&D

"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.