税务经理 - 合作关系
Tax Manager - Partnerships
简介
在Wipfli,人才至关重要。
在Wipfli,我们的员工是所有事情的核心——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:
- 主导复杂税务申报单的初步审核,并为合伙客户提供建议服务
- 评估合伙协议的税务方面并管理客户的内部收入法(IRC)704b账户
- 管理多个客户服务团队在客户项目中的工作;计划、执行、指导并完成各种行业的税务项目;为客户提供创新的税务规划、咨询和合规专业知识;推广、销售、设计和实施税务规划策略并控制预算
- 管理、发展、培训和指导税务项目中的员工,并评估他们的项目表现和年度绩效评审
- 研究和咨询各种税务问题,主要集中在K章合伙税务方面;使用税务相关软件准备和处理申报单并研究税务问题
- 回应美国国税局和其他税务机构的查询
- 与客户保持积极沟通以管理期望,确保按时完成任务并加强客户关系
- 知识、技能和能力
- 资格要求:
- 会计或相关专业的学士学位
- 注册会计师或律师协会会员
- 在公共会计领域有5年以上逐步提升的税务合规和/或税务咨询服务经验,或行业和公共会计经验的结合
- 需要具备优秀的分析、技术及税务会计/技术技能,熟悉合伙申报单、合资企业和非公司实体的税务申报单,以及对K章合伙税务有深入了解
- 出色的客户服务和沟通技巧,具有开发和维护良好客户关系的实证能力
- 强大的领导力、招聘、培训、辅导和指导技能,同时具备出色的书面、人际和演示技能
- 能够在一个快速成长、快节奏、互动性强、结果导向的团队环境中管理多个项目和优先事项
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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:
- Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients
- Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts
- Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget
- Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews
- Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters
- Respond to inquiries from the IRS and other tax authorities
- Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships
Knowledge, Skills and Abilities
Qualifications:
- Bachelor's degree in Accounting, or other related field
- CPA or licensed member of the Bar
- 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience
- Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
- Ability to travel up to 25%
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 identity, 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 supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $106,000 to $160,000. 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" 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