税务经理 - 高净值客户
Tax Manager - High Net Worth
简介
在Wipfli，人才至关重要。
在Wipfli，我们的员工是所有工作的核心——我们能够创造卓越影响和非凡成果的催化剂。
我们重视灵活性。我们注重人际关系。我们鼓励每个人走自己的道路。
人才真正重要，他们也能感受到这一点。对于那些希望有所作为并找到职业归属的人，Wipfli提供一个改变职业生涯的机会。
职责
职责：
- 根据公司和专业标准，领导和管理税务合规项目，在预算和截止日期范围内
- 与客户和公司资源计划和安排税务项目
- 作为公司内部客户的主税务联系人
- 税务经理负责确保客户获得主动沟通和及时服务
- 对其他同事完成的税务工作底稿和准备计算进行详细审查
- 审核税务申报表、税务研究、税务沟通和其他要求的交付物
- 及时与客户和项目合伙人沟通项目状态、客户服务机会和其他重要事项
- 为员工和高级会计师提供培训、指导和监督
- 参与并为公司计划和项目提供领导作用
- 在与行业专长相关的各种税务领域保持专业技术能力
- 知识、技能和能力
- 资格要求：
- 需要会计或同等教育和经验组合的学士学位
- 需要在执业所在州持有注册会计师（CPA）证书
- 需要有5年以上相关工作经验
- 需要有高净值个人税务经验
- 需要有之前会计和/或税务经验
- 在类似会计和/或税务服务中担任主题专家
- 具有与其他员工的管理和/或辅导经验
- 有向管理层提供建议的经验
- 有之前在公众会计领域的经验者优先考虑
我们的招聘团队成员Amanda Feltner将引导您完成这个过程。访问她的领英页面以建立联系！
附加信息
附加信息：
Wipfli是一个平等机会/积极行动雇主。所有候选人将在不考虑种族、信仰、肤色、宗教、原国籍、性别、年龄、婚姻状况、性取向、性别认同、退伍军人身份、残疾等因素的情况下获得就业考虑。
查看英文原文
Overview
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
Responsibilities:
- Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
- Plan and schedule tax engagements with clients and firm resources
- Serve as the main tax point of contact within our firm for clients
- Tax Manager is responsible for clients receiving proactive communication and timely service
- Perform detailed reviews of tax work papers and provision calculations completed by other associates
- Review tax returns, tax research, tax communications, and other requested deliverables
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
- Provide training, direction, and supervision to staff and senior accountants
- Participate in and provide leadership for firm initiatives and projects
- Maintain technical expertise in various tax areas related to industry specialization
Knowledge, Skills and Abilities
Qualifications:
- Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
- CPA certification required in the respective state in which they are practicing
- Requires at 5+ years of job related experience
- High Net Worth Individual tax experience required
- Requires prior accounting and/or tax experience
- Subject matter leader in similar accounting and/or tax services
- Management and/or mentoring experience with other staff members
- Experience making recommendations to management
- Prior public accounting experience desired
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
Additional Details
Additional Details:
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
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $106,000 to $160,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Originally posted on Himalayas