Tax Manager - High Net Worth

Wipfli LLP; Southfield, Northern (MI, KY); Ibrido; USD 100.000 - 140.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

Descrizione del lavoro

Wipfli LLP in Southfield, MI is seeking a Tax Manager who will lead and manage tax compliance engagements, plan workloads, and act as the primary client contact. You will ensure timely service and proactive communication while maintaining quality across engagements.

The role requires a CPA with 5+ years of experience and high net worth tax knowledge; this is a hybrid, client-facing opportunity at a respected firm offering growth and collaboration.

Competenze

• Requires a Bachelor's Degree in Accounting or equivalent.
• CPA certification required in the state of practice.
• 5+ years of related experience.
• High Net Worth tax experience required.
• Public accounting experience preferred.

Mansioni

• 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 contact for clients.
• Provide proactive communication and timely service to clients.
• Review tax work papers and provision calculations.
• Communicate project status and client service opportunities.
• Provide training and supervision to staff and senior accountants.
• Participate in firm initiatives and projects.
• Maintain expertise in tax areas related to industry specialization.

Conoscenze

Public accounting experience

Client communication

Mentoring staff

Tax research

Leadership

Formazione

Bachelor's Degree in Accounting

Descrizione del lavoro

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

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-AF1 #LI-Hybrid

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.