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: Referral Bonus Program Eligibility
Responsibilities: - Manage and coordinate tax compliance and advisory work for clients. - Review Federal and Multi-State Partnership tax returns. - Lead day-to-day client relationships, supporting partners with service execution and development of extended services. - Consult on technical matters and special projects. - Build relationships and communicate effectively with clients to provide superior service. - Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects. - Manage, train, and develop staff, and participate in the performance review process. - Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner. - Prepare client communications pertaining to engagement planning and requests. - Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. - Communicate with engagement leaders regarding open items or other important matters in a timely manner. - Adhere to prescribed budgets and deadlines. - Develop technical competency 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. Additional Responsibilities: - Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc. - Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc. - Lead multi-disciplined client service teams for account planning. - Recognize potential issues and/or opportunities in engagements and discuss with engagement leader. - Perform a limited number of tax return interviews as needed. - Provide technical assistance to clients.
Qualifications: - Bachelor’s degree in accounting or an equivalent combination of education and experience. - CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing. - At least 3 years of job-related 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. Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid
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 $80,000 to $111,000, 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.
Always advancing. Always progressing. From curiosity to clarity to results.
That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 54,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 3,000 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger.
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Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.
