Tax Manager - High Net Worth jobs in United States
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Wipfli · 8 hours ago

Tax Manager - High Net Worth

Wipfli is a firm that values its people and offers a career-defining opportunity. The Tax Manager will lead and manage tax compliance engagements, serve as the main point of contact for clients, and ensure proactive communication and timely service.

AccountingConsultingInformation Technology
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Growth Opportunities
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H1B Sponsor Likelynote

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

CPA certificationHigh Net Worth tax experienceTax compliance managementPublic accounting experienceAccounting experienceManagement experienceRecommendations to managementSubject matter expertiseMentoring 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 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

Company

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

Leadership Team

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Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
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Jeff Greeneway
Retired
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Company data provided by crunchbase