Wipfli · 1 day ago
Senior Manager/Director, Tax - High Net Worth
Minneapolis, MN
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$167K/yr - $213K/yr
10+ years expWipfli is a company that values its people and offers a career-defining opportunity. They are seeking a Senior Manager/Director of Tax for High Net Worth clients, responsible for managing tax compliance and advisory work, leading client relationships, and participating in business development efforts.
AccountingConsultingInformation Technology
Hiring Manager
Amanda Feltner
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
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
Qualification
Required
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
Preferred
Prior public accounting experience desired
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
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
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase