Senior Manager/Director Tax - High Net Worth jobs in United States
cer-icon
Apply on Employer Site
company-logo

Wipfli ยท 1 day ago

Senior Manager/Director Tax - High Net Worth

positionSouthfield, MI
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff, Director/Executive
money$145K/yr - $217K/yr
date10+ years exp

Wipfli is a company that values its people and focuses on creating exceptional impact. They are seeking a Senior Manager/Director to manage and coordinate tax compliance and advisory work for high net worth clients, while also building client relationships and developing staff.

AccountingConsultingInformation Technology
check
Growth Opportunities
check
H1B Sponsor Likelynote
Hiring Manager
Amanda Feltner
linkedin

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

CPA certificationHigh Net Worth tax experienceTax complianceAdvisoryManagement experiencePublic accounting experienceSubject matter leaderRecommendations to managementMentoring experience

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

Company

Wipfli

twittertwittertwitter
Glassdoor4.2
company-logo
Wipfli LLP is one of the top 20 accounting and consulting firms.
dateFounded in 1930
location
Milwaukee, Wisconsin, USA
people-size1001-5000 employees
web-link
http://www.wipfli.com

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 Stage
Total Funding
unknown
Key Investors
New Mountain Capital
2025-08-01Private Equity

Leadership Team

leader-logo
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
linkedin
leader-logo
Jeff Greeneway
Retired
linkedin

Recent News

EIN Presswire
Brian Oxley of Vector Global Logistics Named 2026 Chicago Titan 100
2025-11-28
EIN Presswire
Creatio and Wipfli Publish Financial Services Edition of The State of AI Agents & No-Code
2025-11-14
PR Newswire
Automotive tooling spend forecast to rebound in 2026, long-term growth remains limited
2025-11-10
Company data provided by crunchbase