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Senior Manager/Director, Tax - Montgomery, United States - Wipfli
Description
At Wipfli, people countThe way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance.
From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Responsibilities:
Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
Identify and respond to client issues in a timely, accurate, positive and professional manner.
Manage expectations effectively through clear and continuous communication with the client and/or other accountant
Communicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situations
Participate in and provide leadership for firm initiatives and projects
Plan and schedule engagements with clients and firm resources
Perform detailed reviews of tax workpapers and provision calculations completed by other associates
Consult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needs
Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
Review financial statements and footnotes, management reports, executive reports, and other requested deliverables
Provide training, direction, and supervision to staff, senior accountants, and managers
Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm
Additional
Responsibilities:
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 (letter, e-mail, etc.)
Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Qualifications:
10+ years of job-related experience
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
Subject matter leader in similar accounting and/or tax services
Management and/or mentoring experience with other staff members
Experience making recommendations to management
Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
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, citizenship status, 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 atWipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets.
The estimated pay range for this position is:
$120,000 to $230,000. 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 offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
#LI-AF1 #LI-RemoteEmployee Benefits:
Generous parental leave
Health, dental, vision and life insurance benefits
Tuition reimbursement
401(K) matching and profit share
Performance bonus
Flexible work schedule and vacation policy
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