Tax Manager - Partnerships

Wipfli; Rockford (IL); On-site; USD 106,000 - 160,000; Full time

Benefits offered by this job

Health plan options

401(k) savings plan

Flexible time off

Educational assistance

Job summary

A leading public accounting firm located in Rockford, Illinois, is seeking a Tax Consultant. This role requires a Bachelor's degree in Accounting, CPA certification, and over 5 years of tax compliance and consulting experience. Responsibilities include facilitating reviews of complex tax returns, managing client engagements, and leading staff. The position offers a competitive salary range of $106,000 to $160,000 along with a comprehensive benefits package including health plans, retirement savings, and educational assistance.

Qualifications

• 5+ years of progressive tax compliance and/or consulting experience.
• Strong understanding of Sub-chapter K partnership taxation.
• Ability to manage multiple engagements and competing priorities.

Responsibilities

• Facilitate primary reviews of complex tax returns and provide consulting services.
• Manage client services teams and execute tax projects across various industries.
• Research and consult on various tax matters.

Skills

Analytical skills

Client service skills

Leadership and mentoring

Technical tax skills

Communication skills

Education

Bachelor's degree in Accounting

CPA or licensed member of the Bar

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

• 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

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
• 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%

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

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 supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $106,000 to $160,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

"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 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.