Wipfli LLP Tax Manager - High Net Worth in Radnor, Pennsylvania
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By considering Wipfli LLP, you’ve decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.
Wipfli has a broad national footprint with offices coast to coast — and we’re still growing! As an associate, you’ll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. You’ll also have the flexibility and technology to work wherever you are, whether it’s at home or in our clients’ offices, or switching Wipfli offices if you’re looking to move across the country.
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Wipfli LLPhas an opportunity for aTax Manager to focus onHigh Net Worth that will be able to sit in office or work remote. This individual manages client engagements to ensure outstanding client service. This individual will also ensure the firm is proactively identifying tax opportunities and serving the client's needs. Along with the duties listed below, they motivate and supervise the performance of staff, senior accountants, and managers in accordance with company policies and procedures.
Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
Plan and schedule tax engagements with clients and firm resources
Serve as the main tax point of contact within our firm for clients
Tax Manager is responsible for clients receiving proactive communication and timely service
Perform detailed reviews of tax work papers and provision calculations completed by other associates
Review tax returns, tax research, tax communications, and other requested deliverables
Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
Provide training, direction, and supervision to staff and senior accountants
Participate in and provide leadership for firm initiatives and projects
Maintain technical expertise in various tax areas related to industry specialization
Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
CPA certification required in the respective state in which they are practicing
Requires at 5+ years of job related experience
High Net Worth Individual tax experience required
Requires prior accounting and/or tax experience
Subject matter leader in similar accounting and/or tax services
Management and/or mentoring experience with other staff members
Experience making recommendations to management
Prior public accounting experience desired
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit herLinkedIn (https://www.linkedin.com/in/amandaafeltner/) page to connect!
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 identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
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Use theJoin Our Talent Community (https://careers.wipfli.com/talentcommunity/signup) feature to forward your information to a member of our recruiting team. We will reach out to you very soon and will also keep you posted on any new positions as they become available.
Don’t See Your Dream Job? Connect With Us!Don't see a current position posted for your area of interest, specialty, or are not ready to formally apply at this time?
Click here toJoin Our Talent Network (https://careers.wipfli.com/talentcommunity/signup) and stay connected. As a member, you will be notified about positions you may be interested in as well as company career events.
Job LocationsUS | US-NH-Bedford | US-ME-Augusta | US-ME-South Portland | US-PA-Radnor | US-WI-Madison | US-WI-Wausau | US-WI-Green Bay | US-WI-Milwaukee | US-IL-Chicago | US-IL-Rockford | ...
Job ID 2022-5040
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