Tax Manager - Partnerships

Wipfli LLP; South Portland (ME); On-site; USD 109,000 - 147,000; Full time

Benefits offered by this job

Health plan options

Dental and vision coverage

HSA enrollment with firm contribution

Life and disability coverage

401(k) and profit sharing

Well-being incentive

Education & certification assistance

Flexible time off

Family care leave

Parental leave

Family formation benefits

Cell phone reimbursement

Travel rewards

Critical illness & accident insurance

Hospital indemnity insurance

Legal benefits

Long-term care

Pet insurance

ID theft protection

Supplemental life/AD&D

Job summary

Wipfli LLP in Maine seeks an experienced Tax Senior to lead complex partnership tax engagements, review returns, and deliver planning and consulting services to clients across industries. You will supervise junior staff, coordinate across teams, and drive innovative tax strategies while maintaining strong client relationships.

Requires a Bachelor's in Accounting and CPA or Bar licensure, with 5+ years of tax experience; travel up to 25%.

Qualifications

• Bachelor's degree in Accounting; CPA preferred.
• 5+ years of progressive tax compliance/consulting experience.
• Experience in public accounting or related industry.
• Strong analytical, communication, and client service skills.
• Ability to manage multiple engagements and teams.
• Willingness 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 704b accounts.
• Lead multiple client service teams on engagements; plan, execute, direct, and complete tax projects across industries; market and implement tax planning strategies.
• Manage, develop, train and mentor staff on tax projects and assess their performance for reviews.
• Research and consult on various tax matters, primarily Sub-chapter K-Partnership taxation; use tax software to prepare returns and research tax matters.
• Respond to inquiries from the IRS and other tax authorities; maintain active client communication to manage expectations.

Skills

Tax consulting

Tax compliance

Partnership taxation

Leadership

Client relationship management

Communication skills

Mentoring

Travel readiness

Education

Bachelor's degree in Accounting

CPA

Bar licensure

Tools

Tax software

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

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%

#LI-Hybrid #LI-AF1

Additional Details

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 cares about our associates and offers a variety of benefits to support their well-being.

• 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
• 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
• travel rewards
• critical illness & accident insurance
• hospital indemnity insurance
• legal
• long-term care
• pet insurance
• ID theft protection
• supplemental life/AD&D

Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $109,000 to $147,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant 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" 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.