Offer summary

Qualifications:

5+ years of job-related experience in tax management or compliance., Bachelor’s Degree in Accounting is required., CPA designation is mandatory., Proficiency in tax preparation and research software, as well as Microsoft Office applications, is strongly desired..

Key responsabilities:

Lead and manage tax compliance engagements while adhering to professional standards and deadlines.

Serve as the primary tax contact for clients, ensuring proactive communication and timely service.

Perform detailed reviews of tax work papers and provide training to staff and senior accountants.

Participate in firm initiatives and maintain technical expertise in various tax areas.

Job description

Referral Details:

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities: Responsibilities - 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 Knowledge, Skills and Abilities: Qualifications: - 5+ years of job-related experience - Bachelor’s Degree in Accounting required - CPA designation required - Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AF1 #LI-Remote

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