Senior Manager/Director, Tax - Partnerships - Wipfli
Green Bay, WI 54301
About the Job
At Wipfli, people count The way you think makes you different
At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice
Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We’re also focused on helping you achieve success with balance
From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team. If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of clientsWork as part of a multi-disciplinary team helping to provide industry knowledge and experiencesOversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clientsManage teams of tax professionals and assistants working on client projectsAdvise clients and be accountable for delivering high quality tax service and adviceParticipate in and contribute to market and business activities external to the firmResearch and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax mattersRespond to inquiries from the IRS and other tax authoritiesMaintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationshipsManage risk and financial performance of engagements including billing, collections, and project budgetsTeam with other professionals to identify new marketplace opportunities and grow the complex fund tax practiceQualifications:Minimum 10+ years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firmBachelor's degree in accounting or related fieldLicensed CPA, JD/LLMPrior experience with pass-through entities and partnershipsExperience managing multiple client engagements and client service teams and managing timely deliverablesExcellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is requiredExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsExperience mentoring and counseling staff level team membersPrior experience working with financial services and/or real estate clients, a plusAmanda Feltner, from our recruiting team, will be guiding you through this process
Visit her LinkedIn 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 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
The estimated pay range for this position is: $120,000 to $230,000
Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.#LI-Remote #LI-AF1Job SummaryJob ID: 2024-6156Category: TaxRemote: No
At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice
Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We’re also focused on helping you achieve success with balance
From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team. If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of clientsWork as part of a multi-disciplinary team helping to provide industry knowledge and experiencesOversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clientsManage teams of tax professionals and assistants working on client projectsAdvise clients and be accountable for delivering high quality tax service and adviceParticipate in and contribute to market and business activities external to the firmResearch and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax mattersRespond to inquiries from the IRS and other tax authoritiesMaintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationshipsManage risk and financial performance of engagements including billing, collections, and project budgetsTeam with other professionals to identify new marketplace opportunities and grow the complex fund tax practiceQualifications:Minimum 10+ years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firmBachelor's degree in accounting or related fieldLicensed CPA, JD/LLMPrior experience with pass-through entities and partnershipsExperience managing multiple client engagements and client service teams and managing timely deliverablesExcellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is requiredExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsExperience mentoring and counseling staff level team membersPrior experience working with financial services and/or real estate clients, a plusAmanda Feltner, from our recruiting team, will be guiding you through this process
Visit her LinkedIn 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 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 supports equal pay for equal work and values each candidate’s unique experiences and skill setsThe estimated pay range for this position is: $120,000 to $230,000
Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.#LI-Remote #LI-AF1Job SummaryJob ID: 2024-6156Category: TaxRemote: No
Source : Wipfli