Senior Manager/Director Tax - High Net Worth

1 Days Old

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:
Responsible for managing and coordinating tax compliance and advisory work for clients
Review Federal and Multi-State Partnership tax returns
Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
Research and consult on technical matters and special projects
Proactively build relationships and communicate effectively with the client to provide superior client service
Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
Manage, train and develop staff. Participate in the performance review process
Additional Responsibilities:
Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
Lead multi-disciplined client service teams for account planning
Prepare and review client correspondence (letter, e-mail, etc.)
Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Knowledge, Skills and Abilities
Qualifications:
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 10+ years of job related experience
High Net Worth 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!
#LI-AF1 #LI-Hybrid
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 hr@wipfli.com.
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $148,000 to $221,000, 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 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 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.
Job LocationsUS-CO-Denver | US-CO-Loveland
Job ID 2025-6708
Category Tax
Remote No
Apply
Location:
Loveland, CO, United States
Job Type:
FullTime
Category:
Business And Financial Operations Occupations

We found some similar jobs based on your search