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Tax Manager - High Net Worth

Company
Wipfli
Location
Remote
Work type
Full Time
Posted
2026-08-11

Job description

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

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

Skills Required
Bachelors Degree in Accounting or equivalent
CPA certification
5+ years of job related experience
High Net Worth tax experience
Prior accounting/tax experience
Management/mentoring experience
Public accounting experience

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