Wipfli · 7 hours ago
Senior Accountant, Tax - Partnerships
Wipfli is a company that values its people and offers a career-defining opportunity. The Senior Accountant, Tax - Partnerships role involves managing tax compliance and advisory work for clients, leading client relationships, and developing staff while adhering to budgets and deadlines.
AccountingConsultingInformation Technology
Responsibilities
Manage and coordinate tax compliance and advisory work for clients
Review Federal and Multi-State Partnership tax returns
Lead day-to-day client relationships, supporting partners with service execution and development of extended services
Consult on technical matters and special projects
Build relationships and communicate effectively with clients to provide superior service
Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects
Manage, train, and develop staff, and participate in the performance review process
Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner
Prepare client communications pertaining to engagement planning and requests
Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders
Communicate with engagement leaders regarding open items or other important matters in a timely manner
Adhere to prescribed budgets and deadlines
Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters
Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc
Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc
Lead multi-disciplined client service teams for account planning
Recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Perform a limited number of tax return interviews as needed
Provide technical assistance to clients
Qualification
Required
Bachelor's degree in accounting or an equivalent combination of education and experience
CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing
At least 3 years of job-related 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
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
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.
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
Recent News
2026-01-22
2025-11-28
Company data provided by crunchbase