Tax Manager - Partnerships

Wipfli; South Portland (ME); On-site; USD 110,000 - 170,000; Full time

Job summary

Wipfli in South Portland, ME is seeking an experienced CPA to lead complex partnership tax engagements, review returns, and provide client-focused tax consulting.

You will manage client teams, mentor staff, and develop planning strategies while maintaining strong relationships across industries.

Requirements: 5+ years of tax experience, CPA license (or Bar), and travel up to 25%.

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 mix of industry/public accounting.
• Excellent analytical, technical, and tax accounting skills, including partnership returns and Sub-chapter K taxation.
• Strong client service and communication skills with ability to manage relationships.
• Leadership, recruiting, training, coaching, and mentoring abilities.

Responsibilities

• Facilitate primary 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 services teams; plan, execute, and complete tax projects; design and implement tax planning strategies.
• Manage, train, and mentor staff on tax projects; assess performance for engagement reviews.
• Research and consult on tax matters, primarily Sub-chapter K; use software to prepare returns and research issues.
• Respond to IRS inquiries and maintain active client communication to manage expectations.

Skills

CPA

Tax consulting

Leadership

Education

Bachelor's degree in Accounting

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, 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.