Wipfli ยท 9 hours ago
Tax Manager - High Net Worth
Loveland, CO
Full-time
Onsite
Senior Level, Lead/Staff
$106K/yr - $160K/yr
10+ years expWipfli is a firm that values its people and offers a career-defining opportunity. They are seeking a Tax Manager - High Net Worth to lead and manage complex tax compliance engagements, respond to client issues, and provide leadership for firm initiatives and projects.
AccountingConsultingInformation Technology
Hiring Manager
Amanda Feltner
Responsibilities
Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
Identify and respond to client issues in a timely, accurate, positive and professional manner
Manage expectations effectively through clear and continuous communication with the client and/or other accountant
Communicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situations
Participate in and provide leadership for firm initiatives and projects
Plan and schedule engagements with clients and firm resources
Perform detailed reviews of tax workpapers and provision calculations completed by other associates
Consult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needs
Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
Review financial statements and footnotes, management reports, executive reports, and other requested deliverables
Provide training, direction, and supervision to staff, senior accountants, and managers
Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm
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
10+ years of job-related experience
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
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
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
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
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
Voluntary benefit offerings include 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