Tax Senior Accountant – Hybrid, Complex Returns

Wipfli; Milwaukee (WI); Hybrid; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health plan options

Dental and vision coverage

401(k) with profit sharing

HSA with firm contribution

Flexible time off

Zusammenfassung

Wipfli is seeking a seasoned tax professional to prepare complex federal and multi-state returns for businesses, individuals, and fiduciaries. You will manage compliance across industries, build strong client relationships, and lead engagement planning and advisory work.

The role emphasizes collaboration with engagement leaders, research on technical tax matters, and providing guidance to staff. Hybrid work is available, with in-office, client site, and home components.

Qualifikationen

• Bachelor’s degree in accounting or equivalent experience.
• CPA certification preferred or progressing.
• At least three years of tax experience.
• Experience preparing complex business and personal returns.
• Experience serving clients in for-profit industries.
• Strong written and verbal communication skills.
• Ability to manage multiple engagements, priorities, budgets, and deadlines.
• Mentoring staff and providing technical guidance.

Aufgaben

• Prepare complex federal and multi-state tax returns for various entities.
• Coordinate tax compliance and advisory services for clients.
• Foster strong client relationships and communicate status and deadlines.
• Respond to client and internal requests promptly and professionally.
• Prepare client communications and engagement updates.
• Identify tax issues and opportunities; discuss with engagement leaders.
• Research technical tax matters and consult on complex issues.
• Review tax provisions, depreciation schedules, and supporting workpapers.
• Prepare tax projections and assist with planning.
• Utilize tax software to process returns and analyze tax matters.
• Review staff work and provide timely feedback.
• Participate in client service planning and cross-service collaboration.
• Support business development to expand services.

Kenntnisse

Tax preparation

Client relationships

Research tax matters

Communication

Budgeting and deadlines

Ausbildung

Bachelor's degree in accounting

CPA certification in progress

Tools

Tax software

Jobbeschreibung

Wipfli is seeking a seasoned tax professional to prepare complex federal and multi-state returns for businesses, individuals, and fiduciaries. You will manage compliance across industries, build strong client relationships, and lead engagement planning and advisory work.

The role emphasizes collaboration with engagement leaders, research on technical tax matters, and providing guidance to staff. Hybrid work is available, with in-office, client site, and home components.