Tax Manager (541-517) at Minneapolis

Job Description

Wipfli LLP is currently in search of a Tax Manager for our Edina or St. Paul, MN office. This individual will have have significant fiduciary, estate, trust, gift and individual experience. This individual will work on trust, estate, gift & individual tax returns and related tax planning for a wide variety of high net worth families. The position also involves tax research as well as collaboration with other associates to help build client relationships.

Essential Responsibilities

• Respond to client and firm associate requests in a timely, accurate, positive and professional manner
• Participate in and provide leadership for firm initiatives and projects
• Plan and schedule tax engagements with clients and firm resources
• Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
• Manage IRS/state tax audits
• Serve as the main tax point of contact within our firm for clients. Responsible for client receiving proactive communication and timely service
• Perform detailed reviews of tax workpapers and provision calculations completed by other associates
• Review tax returns, tax research, and 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
• Develop and attain a comprehensive understanding of services provided by the firm

Additional Responsibilities

• Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
• Perform client billing
• Lead multi-disciplined client service teams for account planning
• Research and communicate with client and firm personnel regarding complex tax matters
• Actively participate in community activities and organizations to develop and maintain positive business relationships with community leaders and members
• Prepare and review client correspondence (letter, e-mail, etc.)
• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects

Job Requirements

• 5-8 years of experience working with fiduciary, estate, gift & individual tax returns
• Requires a Bachelor’s Degree in Accounting
• CPA certification required in the respective state in which they are practicing
• Requires a valid driver’s license
• Requires accurate and effective writing and verbal communication

Country: USA, State: Minnesota, City: Minneapolis, Company: Wipfli LLP.