Job Description

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Responsibilities: - Prepare Tax ID applications for federal, state, and local tax agencies. - Create and review Power of Attorney (POA) documents. - Contact clients to assist with agency access and approvals. - Communicate with federal, state, and local agencies to obtain guidance and resolve account-related issues. - Research and respond to client payroll tax questions. - Maintain accurate customer files, communication logs, and supporting documentation. - Conduct all customer interactions with a high degree of professionalism and in alignment with Wipfli's culture and values. - Partner with team members to support payroll tax compliance and processing activities. - Assist with special projects and other duties as assigned. Req#: 2026-8214 Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #LI-remote

Knowledge, Skills and Abilities

Required Qualifications - Associate's degree in Accounting, Finance, Business Administration, Human Resources, or a related field, or equivalent combination of education and experience. - Basic knowledge of payroll, accounting, tax, or compliance principles. - General understanding of business entity structures and tax classifications, including corporations, partnerships, limited liability companies (LLCs), and sole proprietorships. - Ability to understand how business structure impacts payroll tax registration and compliance requirements. - Experience in a customer service, client support, administrative, payroll, accounting, or related role. - Strong attention to detail and commitment to accuracy. - Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Preferred Qualifications - Experience supporting payroll operations or payroll tax administration. - Familiarity with federal, state, and local payroll tax requirements. - Experience with payroll, HCM, or accounting software solutions. - Experience working with tax registrations, agency correspondence, or account maintenance. - Call center or client service experience. - Fundamental Payroll Certification (FPC) or Certified Payroll Professional (CPP). Skills & Abilities - Strong customer service orientation and ability to build positive client relationships. - Excellent verbal and written communication skills. - Strong organizational and time management skills. - Ability to research information, analyze issues, and identify appropriate solutions. - Ability to learn and apply payroll tax regulations and compliance requirements. - Ability to interpret and follow documented processes and regulatory requirements. - Strong attention to detail and commitment to maintaining accurate records. - Ability to work independently and collaboratively within a team environment. - Proficiency with Microsoft Office applications and business technology tools.

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 hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $21 - $28, 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.