Tax Manager - Partnerships

Wipfli LLP; Eau Claire (WI); On-site; USD 110,000 - 170,000; Full time

Job summary

Wipfli LLP seeks an experienced tax professional to lead complex tax return reviews and provide consulting for partnership clients across Wisconsin. The role focuses on managing engagements, developing planning strategies, and mentoring staff.

Qualified candidates will have a Bachelor's in Accounting, CPA license, 5+ years of tax experience, and strong client relations skills. Travel up to 25% is required; offices include Milwaukee, Madison, and Eau Claire.

Qualifications

• Bachelor's degree in Accounting required.
• CPA license required (or licensed member of the bar).
• 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or related field.
• Excellent analytical and communication skills; strong knowledge of Subchapter K partnership taxation.

Responsibilities

• Facilitate reviews of complex tax returns and provide tax consulting for partnership clients.
• Evaluate tax aspects of partnership agreements and manage IRC 704(b) accounts.
• Lead multiple client service teams; plan, execute, and complete tax projects; develop tax strategies and manage budgets.
• Mentor staff on tax projects and conduct performance reviews.
• Research tax matters and respond to IRS inquiries; use tax software to prepare returns.

Skills

Tax consulting

Public accounting

Client relations

Team leadership

Research

Education

Bachelor's degree in Accounting

CPA license

Job description

Overview

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

• Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients


• Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts


• Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget


• Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews


• Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters


• Respond to inquiries from the IRS and other tax authorities


• Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships

Knowledge, Skills and Abilities

Qualifications:

• Bachelor's degree in Accounting, or other 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 combination of industry and public accounting experience


• Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required


• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships


• Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills


• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment


• Ability to travel up to 25%

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 identity, 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.

Job LocationsUS-WI-Milwaukee | US-WI-Madison | US-WI-Wausau | US-WI-Green Bay, WI | US-WI-Eau Claire