Tax Manager - High Net Worth

Wipfli; Southfield (MI); On-site; USD 110,000 - 160,000; Full time

Job summary

Wipfli is seeking a Tax Manager to lead and manage tax compliance engagements for high-net-worth clients in a dynamic firm environment. You will plan engagements, serve as the main client contact, and ensure timely, proactive service while mentoring staff.

Required CPA and a Bachelor's in Accounting, with 5+ years of tax experience and prior public accounting exposure. This on-site role is based in Southfield, MI, offering professional growth and collaboration with expert teams.

Qualifications

• Bachelor's Degree in Accounting or equivalent required.
• CPA certification in the state of practice required.
• 5+ years of tax-related experience.
• High Net Worth Individual tax experience required.
• Prior public accounting experience desired.

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 point of contact within the firm for clients.
• Provide training, direction, and supervision to staff and senior accountants.
• Maintain technical expertise in taxes across industry specialties.

Skills

High Net Worth Tax

5+ years of experience

Staff mentoring

Client communication

Public accounting experience

Education

CPA certification

Bachelor's Degree in Accounting

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" 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.