Wipfli · 1 day ago
Tax Manager - Trust and Estate
Minneapolis, MN
Full-time
Onsite
Mid, Senior Level
$106K/yr - $160K/yr
5+ years expWipfli is a company that values its people and provides a career-defining opportunity. The Tax Manager will focus on reviewing estate plans and enhancing options to meet client needs, while also managing deadlines and collaborating with internal teams.
AccountingConsultingInformation Technology
Hiring Manager
Amanda Feltner
Responsibilities
Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters
Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters
Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner
Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines
Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems
Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions
Qualification
Required
5+ years of experience working with individuals, fiduciary, estate and gift compliance
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
Knowledge and understanding of wealth transfer planning vehicles
Experience and knowledge of comprehending trust agreement language
Experience and knowledge of income tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts, Spousal lifetime access trusts, Intentionally defective grantor trust, Qualified Personal Residence Trust, Grantor Retained Annuity trusts
Ability to quickly become proficient or experience with charting estate plans derived from legal documents
Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents
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
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