Senior Accountant, Tax

Overview

Join to apply for the Senior Accountant, Tax role at Wipfli
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At Wipfli, people count. Our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility, focus on relationships, and encourage each individual to follow their own path. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites.

The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.

Bridgette Kahny from our recruiting team will guide you through this process. Visit her Linked In page to connect.

Wipfli is committed to equal opportunity and affirmative action. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by law. Wipfli offers reasonable accommodations for applicants with disabilities. For accommodations, please contact

• Respond to client and firm associate requests in a timely, accurate, positive and professional manner
• Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests
• Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
• Research tax issues
• Communicate with engagement leaders regarding open items or other important matters in a timely manner
• Adhere to prescribed budgets and deadlines
• Develop technical competency

• 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
• Participate in core CPE programs
• Actively participate in community activities to develop positive relationships with community leaders and members
• Actively participate in firm-sponsored events for assigned product line clients and prospects

• 3+ years of job-related experience
• Bachelor’s Degree in Accounting required
• CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
• Prior accounting experience in a public accounting firm required
• Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired

Salary:
The estimated base pay range for this role is $83,000 to $125,000, with offers typically not made at the maximum, allowing for future salary increases. Actual salary depends on location, skills, experience, and other factors. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and performance.

Benefits include 8 health plan options (HMO & PPO), dental and vision coverage, potential HSA with Firm contribution, Employee Assistance Program, basic life and disability coverage, 401(k) with profit sharing and employer matching, well-being incentives, education and certification assistance, flexible time off, parental and family benefits, and various voluntary offerings. Eligibility depends on annual hours, position level, and location.

• Associate

• Full-time

• Accounting/Auditing and Finance

• Business Consulting and Services

Note:

The original listing included location-specific job postings and additional notes not essential to the role description. This refined version preserves the core role information and requirements.