Manager · National
Wipfli · Denver, Colorado · Hybrid
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Lead and manage complex tax compliance and advisory engagements for high net worth clients.
Worth knowing: Requires CPA certification in the practicing state
Tax Manager - High Net Worth At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual 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: Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations Identify and respond to client issues in a timely, accurate, positive and professional manner. Manage expectations effectively through clear and continuous communication with the client and/or other accountant Communicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situations Participate in and provide leadership for firm initiatives and projects Plan and schedule engagements with clients and firm resources Perform detailed reviews of tax workpapers and provision calculations completed by other associates Consult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needs Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner Review financial statements and footnotes, management reports, executive reports, and other requested deliverables Provide training, direction, and supervision to staff, senior accountants, and managers Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm Additional Responsibilities: Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc. Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
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