Wipfli · 4 hours ago
Senior Manager/Director, Tax - Partnerships
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Responsibilities
Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of clients
Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences
Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Advise clients and be accountable for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm
Research 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
Respond to inquiries from the IRS and other tax authorities
Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
Manage risk and financial performance of engagements including billing, collections, and project budgets
Team with other professionals to identify new marketplace opportunities and grow the complex fund tax practice
Qualification
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Required
Minimum 10+ years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
Bachelor's degree in accounting or related field
Licensed CPA, JD/LLM
Prior experience with pass-through entities and partnerships
Experience managing multiple client engagements and client service teams and managing timely deliverables
Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Experience mentoring and counseling staff level team members
Preferred
Prior experience working with financial services and/or real estate clients, a plus
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
Always advancing. Always progressing. From curiosity to clarity to results. That’s Wipfli.
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
2023 (4)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Recent News
The Business Journals
2024-05-21
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