Senior Accountant, Tax - Manufacturing role at Wipfli involves preparing client correspondence, tax returns, and projections in accordance with firm and professional standards. The role requires 3+ years of job-related experience, Bachelor’s Degree in Accounting, and CPA certification. The role involves working with clients, preparing tax returns, and communicating with engagement leaders.
Requirements
- 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
Benefits
- 8 health plan options
- 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
