Job Information
Wipfli LLP Senior Accountant, Tax - High Net Worth in Missoula, Montana
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:
Responsible for managing and coordinating tax compliance and advisory work for clients
Review Individual, Trust, and Estate tax returns
Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
Research and consult on technical matters and special projects
Proactively build relationships and communicate effectively with the client to provide superior client service
Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
Manage, train and develop staff. Participate in the performance review process
Attain 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 planning
Prepare and review client correspondence
Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Qualifications:
Requires a Bachelors 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 (or actively pursuing CPA certification)
Requires at 4+ years of job related experience
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
Carly 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 supports Equal Pay for all. In addition, in the State of Montana, we are committed to Equal Pay for Women in accordance with Executive Order 12-2016. The pay range for this role is $64,000 - $114,000.
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.
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Job LocationsUS-MT-Helena | US-MT-Bozeman | US-MT-Missoula | US-MT-Billings | US-MT-Great Falls
Job ID 2024-5894
Category Tax
Remote No