Tax Manager: Lead Client Tax Advisory & Team Development

Wipfli; Green Bay (WI); On-site; USD 120,000 - 150,000; Full time

Job summary

Wipfli is seeking a seasoned tax professional to manage and coordinate tax compliance and advisory work for diverse clients in manufacturing and retail distribution. The role emphasizes leading client relationships, collaborating with partners, and guiding service delivery with technical excellence.

The position requires CPA licensure, a minimum of 5 years in tax, and proven leadership and mentoring abilities.

Qualifications

• Bachelor's degree in Accounting or an equivalent combination of education and experience.
• CPA certification required in the respective state in which they are practicing.
• Requires 5+ years of job related experience.
• Manufacturing and retail distribution 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.

Responsibilities

• Responsible for managing and coordinating tax compliance and advisory work for clients.
• Review Federal and Multi-State Partnership tax returns.
• Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services.
• Research and consult on technical matters and special projects.
• Proactively build relationships and communicate effectively with the client to provide superior client service.
• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects.
• Manage, train and develop staff. Participate in the performance review process.
• 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.

Skills

Tax compliance

Tax advisory

Client relationships

Staff management

Education

Bachelor's in Accounting

Job description

Wipfli is seeking a seasoned tax professional to manage and coordinate tax compliance and advisory work for diverse clients in manufacturing and retail distribution. The role emphasizes leading client relationships, collaborating with partners, and guiding service delivery with technical excellence.

The position requires CPA licensure, a minimum of 5 years in tax, and proven leadership and mentoring abilities.