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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

+ 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:

+ CPA license required

+ Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation or JD preferred

+ Minimum of 10 years of progressive tax experience in public accounting or a combination of public accounting and industry

+ Strong preference for candidates with experience serving manufacturing, wholesale, and distribution clients, as well as a solid technical foundation in tax matters specific to the manufacturing sector

+ Demonstrated expertise in tax issues relevant to the manufacturing and industrial products sector

+ Strong technical knowledge of federal, and state tax regulations

+ Deep knowledge in C corporations, tax provisions and consolidated returns

+ Proven ability to manage multiple client engagements and lead teams effectively

+ Excellent communication, interpersonal, and client relationship skills

+ Effectively communicates verbally as well as short-form, and long-form writing

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 [email protected].

Job LocationsUS-WI-Milwaukee

Job ID 2025-7010

Category Tax

Remote No