Senior Manager/Director Tax - High Net Worth

Posted 2 Days Ago
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Remote
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
The Role
The Senior Manager/Director Tax is responsible for managing tax compliance and advisory services for high net worth clients, leading client relationships, training staff, and participating in business development. This role requires technical competency in tax matters and proactive client communication.
Summary Generated by Built In

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:

  • 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


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


#LI-AF1 #LI-Hybrid
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 [email protected].

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The Company
Oakland, CA
3,000 Employees
Hybrid Workplace
Year Founded: 1930

What We Do

Wipfli Digital offers more than digital solutions.

We bring clarity. As part of Wipfli, we combine the sizable consulting and technology expertise of a top firm with a level of personal commitment and care that’s a true extension of our clients' teams. Our focus: Helping businesses thrive — today and into the future.

Why Work With Us

At Wipfli, people count.

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. And we seek feedback openly, from all.

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Wipfli Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.

Typical time on-site: Not Specified
Oakland, CA

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