Tax Manager: Partnership & Advisory Lead

Wipfli; Atlanta (GA); On-site; USD 110,000 - 170,000; Full time

Job summary

Wipfli seeks an experienced tax professional to lead partnership tax engagements in the Atlanta area. You will review complex returns, provide strategic tax consulting, and guide multi-person teams on diverse client engagements.

Qualified candidates hold a CPA, have 5+ years in tax compliance or consulting, and can travel up to 25%. The role emphasizes client service, mentoring staff, and delivering innovative tax planning solutions.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA or licensed member of the Bar.
• 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a similar setting.
• Strong knowledge of Sub-chapter K partnership taxation and partnership returns.
• Excellent client service and communication skills.
• Proven leadership, mentoring and team-development abilities.
• Ability to travel up to 25%.

Responsibilities

• Facilitate primary reviews of complex tax returns and provide tax consulting services for partnership clients.
• Evaluate the tax aspects of partnership agreements and manage IRC 704(b) accounts.
• Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects; market, design, and implement tax-planning strategies while managing to budget.
• Mentor staff on tax projects and assess performance for reviews.
• Research and consult on Subchapter K matters; utilize tax software to prepare returns and research issues.
• Respond to IRS inquiries and other tax authorities; maintain active client communication and manage expectations.

Skills

Partnership tax

Tax compliance

Client relations

Leadership

Analytical skills

Communication

Education

Bachelor's in Accounting

CPA license

Job description

Wipfli seeks an experienced tax professional to lead partnership tax engagements in the Atlanta area. You will review complex returns, provide strategic tax consulting, and guide multi-person teams on diverse client engagements.

Qualified candidates hold a CPA, have 5+ years in tax compliance or consulting, and can travel up to 25%. The role emphasizes client service, mentoring staff, and delivering innovative tax planning solutions.