Tax Manager - High Net Worth

Wipfli; Minneapolis (MN); 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

Flexible time off

Parental leave

Job summary

Wipfli is actively seeking a Tax Manager to lead and manage complex tax engagements for high-net-worth clients. The role includes acting as the main client contact, ensuring timely service, and guiding staff through technical reviews and provision work.

The ideal candidate has a CPA, 5+ years of tax experience, and a strong public accounting background. You will contribute to firm initiatives, stay current on tax developments, and mentor junior staff in a fast-paced environment.

Qualifications

• Requires a Bachelors Degree in Accounting or equivalent.
• CPA certification required in the state of practice.
• 5+ years of tax-related experience.
• High Net Worth tax experience required.
• Public accounting experience desired.
• Management/mentoring experience with staff.
• Subject matter leader in tax services.
• Experience advising management on tax matters.

Responsibilities

• Lead and manage tax compliance engagements within budget and deadline expectations.
• Plan and schedule tax engagements with clients and firm resources.
• Serve as the main tax contact within the firm for clients.
• Provide proactive communication and timely service to clients.
• Review tax work papers, provision calculations, and tax returns.
• Communicate with clients and engagement partners on status and opportunities.
• Provide training and supervision to staff and senior accountants.
• Participate in and lead firm initiatives and projects.
• Maintain technical tax expertise across relevant industries.

Education

Bachelor's Degree in Accounting or equivalent

CPA certification required in applicable state

5+ years of tax-related experience

High Net Worth tax experience

Public accounting experience

Mentoring staff

Topic leadership in tax services

Experience making recommendations to management

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 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 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

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.

• 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.

"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.