Tax Manager - High Net Worth

Wipfli; Fort Collins (CO); On-site; USD 106,000 - 160,000; Full time

Benefits offered by this job

Health plan options

401(k) with profit sharing

Education & certification assistance

Job summary

Wipfli, a respected accounting firm, seeks a senior tax professional to lead and manage complex tax engagements. The role emphasizes client service, leadership, and authoritative tax guidance. Expect active involvement in firm initiatives and team mentoring.

Requires a CPA, 10+ years experience, and strong proficiency with tax software. Eligible for discretionary bonus and comprehensive benefits. Based in Fort Collins, CO or nearby, with opportunities for career growth and client development.

Qualifications

• 10+ years of job-related experience.
• Bachelor's Degree in Accounting or equivalent.
• CPA certification required in the relevant state.
• Subject matter leader in accounting/tax services.
• Management/mentoring experience with staff.
• Experience making recommendations to management.
• Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room.

Responsibilities

• Lead and manage complex tax compliance engagements within budget and deadlines.
• Identify and respond to client issues in a timely, accurate, positive manner.
• Manage expectations through clear communication with clients and engagement teams.
• Provide tax advice and answer questions for other Wipfli associates.
• Lead firm initiatives and projects; plan engagements with clients and resources.
• Review tax workpapers and provision calculations prepared by others.
• Consult on unusual client tax problems and diagnose needs.
• Communicate status and opportunities to clients and partners timely.

Skills

Tax advisory

Client communication

Leadership

Mentoring

Tax research

Education

Bachelor's Degree in Accounting

CPA certification

Tools

Caseware

Axcess

RIA

Go File Room

Depreciation software

Job description

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 complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
• Identify and respond to client issues in a timely, accurate, positive and professional manner.
• Manage expectations effectively through clear and continuous communication with the client and/or other accountant
• Communicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situations
• Participate in and provide leadership for firm initiatives and projects
• Plan and schedule engagements with clients and firm resources
• Perform detailed reviews of tax workpapers and provision calculations completed by other associates
• Consult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needs
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
• Review financial statements and footnotes, management reports, executive reports, and other requested deliverables
• Provide training, direction, and supervision to staff, senior accountants, and managers
• Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm

Additional Responsibilities

• Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
• Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
• Lead multi-disciplined client service teams for account planning
• Prepare and review client correspondence (letter, e-mail, etc.)
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects

Qualifications

• 10+ years of job-related experience
• 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
• Subject matter leader in similar accounting and/or tax services
• Management and/or mentoring experience with other staff members
• Experience making recommendations to management
• 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

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 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 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.