SENIOR ACCOUNTANT, TAX - HIGH NET WORTH

Company: Wipfli
Location: Loveland
Posted on: October 22, 2024

Job Description:

At Wipfli, people countThe way you think makes you different. At Wipfli, we embrace that.Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.Responsibilities:Responsible for managing and coordinating tax compliance and advisory work for clientsReview Individual, Trust, and Estate tax returnsLead client relationships on day to day tax matters supporting partners with service execution and development of extended servicesResearch and consult on technical matters and special projectsProactively build relationships and communicate effectively with the client to provide superior client serviceActively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospectsManage, train and develop staff. Participate in the performance review processAttain 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.Lead multi-disciplined client service teams for account planningPrepare and review client correspondenceActively participate in firm sponsored events for industry-specific and/or regional clients and prospectsQualifications:Requires a Bachelors Degree in Accounting or an equivalent combination of education and experienceCPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing (or actively pursuing CPA certification)Requires at 4+ years of job related experienceRequires prior accounting and/or tax experienceSubject matter leader in similar accounting and/or tax servicesManagement and/or mentoring experience with other staff membersExperience making recommendations to managementPrior public accounting experience desiredCarly Seidl, from our recruiting team, will be guiding you through this process. Visit herLinkedIn (https://www.linkedin.com/in/carly-seidl/) page to connect!Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $64,000 to $114,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 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, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.#LI-Hybrid #LI-CS1Don't See Your Dream Job? Connect With Us!Don't see a current position posted for your area of interest, specialty, or are not ready to formally apply at this time?Use theJoin Our Talent Community (https://careers.wipfli.com/talentcommunity/signup) feature to forward your information to a member of our recruiting team. We will reach out to you very soon and will also keep you posted on any new positions as they become available.Job LocationsUS-CO-Denver - US-CO-LovelandJob ID 2024-5893Category TaxRemote No

Keywords: Wipfli, Loveland , SENIOR ACCOUNTANT, TAX - HIGH NET WORTH, Accounting, Auditing , Loveland, Colorado