Wipfli ยท 3 days ago
Tax Manager - High Net Worth
Lincolnshire, IL
Full-time
Onsite
Mid, Senior Level
$106K/yr - $160K/yr
5+ years expWipfli is a company that values its people and focuses on creating exceptional impact and extraordinary results. The Tax Manager role involves leading and managing tax compliance engagements for high net worth clients, ensuring proactive communication, and providing training and supervision to staff and senior accountants.
AccountingConsultingInformation Technology
Hiring Manager
Amanda Feltner
Responsibilities
Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
Plan and schedule tax engagements with clients and firm resources
Serve as the main tax point of contact within our firm for clients
Tax Manager is responsible for clients receiving proactive communication and timely service
Perform detailed reviews of tax work papers and provision calculations completed by other associates
Review tax returns, tax research, tax communications, and other requested deliverables
Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
Provide training, direction, and supervision to staff and senior accountants
Participate in and provide leadership for firm initiatives and projects
Maintain technical expertise in various tax areas related to industry specialization
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 5+ years of job related experience
High Net Worth Individual 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
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