Tax Manager - Trust and Estate

At Wipfli, people count.

Our people are core to everything we do—the catalyst behind our ability to create exceptional impact and results.

We believe in flexibility, focus on relationships, and encourage individuals to follow their own path.

People truly matter, and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities:

• Research estate matters across disciplines, focusing on income/estate tax issues, using tax research tools like Bloomberg BNA and RIA Checkpoint.
• Prepare written deliverables such as emails, memos, and Excel matrices to document client issues, apply guidance, and draw conclusions.
• Respond promptly and professionally to internal and external requests.
• Communicate with engagement leaders about open items and important matters, ensuring deadlines and budgets are met.
• Perform estate tax calculations using Excel and other systems.
• Contribute to developing standardized approaches to improve estate plan solutions.

Qualifications:

• 5+ years of experience with estate, fiduciary, and gift compliance.
• Bachelor's Degree in Accounting or equivalent experience.
• CPA certification in the practicing state.
• Knowledge of wealth transfer planning vehicles and trust agreement language.
• Experience with various trust vehicles, including charitable trusts, spousal trusts, grantor trusts, QPRTs, and GRATs.
• Ability to quickly learn and draft estate plans and related correspondence from legal documents.

Amanda Feltner from our recruiting team will guide you through this process. Connect with her on Linked In!

#LI-AF1 #LI-Hybrid

Additional Details:

Wipfli is an equal opportunity employer. All candidates will receive consideration regardless of race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or other protected characteristics.

We provide reasonable accommodations for disabilities. Contact us at  if needed.

Our compensation is fair and competitive, with a base pay range of $103,000 to $154,000, depending on factors like location, experience, and skills. Bonuses are available based on performance.

We offer comprehensive benefits, including various health plans, dental, vision, HSA options, life and disability insurance, 401(k), profit sharing, wellness incentives, education assistance, flexible time off, parental leave, and more. Additional voluntary benefits are also available.