Job Description
Overview
We believe in people and our team members are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We focus on relationships and flexibility. We encourage each individual to follow their own path.
Our goal is to make a difference for those looking to find a professional home where people truly matter and they feel it.
Responsibilities
Manage and coordinate tax compliance and advisory work for clients, ensuring seamless delivery of services.
Review Individual, Trust, and Estate tax returns with attention to detail and technical expertise.
Lead client relationships on day-to-day tax matters, supporting partners with service execution and development of extended services.
Conduct research and consult on technical matters and special projects, staying up-to-date with industry developments.
Proactively build relationships and communicate effectively with clients to provide superior client service.
Actively participate in business development efforts, working collaboratively with partners and marketing professionals to target and build relationships with client prospects.
Manage, train, and develop staff, participating in the performance review process to ensure growth and development.
Achieve thorough technical competency and industry-specific expertise through continuous learning and professional development.
Review tax-related information, including tax provisions, depreciation schedules, property tax returns, and more.
Lead multi-disciplined client service teams for account planning, ensuring alignment with client goals.
Prepare and review client correspondence, maintaining clear and effective communication.
Participate in firm-sponsored events for industry-specific and/or regional clients and prospects, building relationships and networking opportunities.
Knowledge, Skills, and Abilities
Qualifications
Bachelor's Degree in Accounting or an equivalent combination of education and experience required.
CPA certification preferred; candidates actively pursuing certification will be considered.
At least 2-3+ years of job-related experience required, preferably in accounting and/or tax services.
Prior management and/or mentoring experience with other staff members is highly valued.
Subject matter leader in similar accounting and/or tax services, with a proven track record of success.
Ability to make recommendations to management and drive decision-making.
Prior public accounting experience desired, but not required.
EEO Statement
We are an equal opportunity/affirmative action employer, committed to providing reasonable accommodations for people with disabilities. If you require assistance, please contact our HR department.
Compensation
Competitive salary range: $75,000 - $116,000, with annual discretionary bonuses based on performance and firm targets. Benefits include 8 health plan options, dental and vision coverage, and more. Eligibility for benefits programs varies by position status, location, and annual hours expectation.
Work Environment
We offer flexible work arrangements, including remote work options, allowing associates to balance work and personal life. Wipfli values diversity, equity, and inclusion, striving to create a workplace where everyone feels welcome and supported.
We believe in people and our team members are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We focus on relationships and flexibility. We encourage each individual to follow their own path.
Our goal is to make a difference for those looking to find a professional home where people truly matter and they feel it.
Responsibilities
Manage and coordinate tax compliance and advisory work for clients, ensuring seamless delivery of services.
Review Individual, Trust, and Estate tax returns with attention to detail and technical expertise.
Lead client relationships on day-to-day tax matters, supporting partners with service execution and development of extended services.
Conduct research and consult on technical matters and special projects, staying up-to-date with industry developments.
Proactively build relationships and communicate effectively with clients to provide superior client service.
Actively participate in business development efforts, working collaboratively with partners and marketing professionals to target and build relationships with client prospects.
Manage, train, and develop staff, participating in the performance review process to ensure growth and development.
Achieve thorough technical competency and industry-specific expertise through continuous learning and professional development.
Review tax-related information, including tax provisions, depreciation schedules, property tax returns, and more.
Lead multi-disciplined client service teams for account planning, ensuring alignment with client goals.
Prepare and review client correspondence, maintaining clear and effective communication.
Participate in firm-sponsored events for industry-specific and/or regional clients and prospects, building relationships and networking opportunities.
Knowledge, Skills, and Abilities
Qualifications
Bachelor's Degree in Accounting or an equivalent combination of education and experience required.
CPA certification preferred; candidates actively pursuing certification will be considered.
At least 2-3+ years of job-related experience required, preferably in accounting and/or tax services.
Prior management and/or mentoring experience with other staff members is highly valued.
Subject matter leader in similar accounting and/or tax services, with a proven track record of success.
Ability to make recommendations to management and drive decision-making.
Prior public accounting experience desired, but not required.
EEO Statement
We are an equal opportunity/affirmative action employer, committed to providing reasonable accommodations for people with disabilities. If you require assistance, please contact our HR department.
Compensation
Competitive salary range: $75,000 - $116,000, with annual discretionary bonuses based on performance and firm targets. Benefits include 8 health plan options, dental and vision coverage, and more. Eligibility for benefits programs varies by position status, location, and annual hours expectation.
Work Environment
We offer flexible work arrangements, including remote work options, allowing associates to balance work and personal life. Wipfli values diversity, equity, and inclusion, striving to create a workplace where everyone feels welcome and supported.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Accountant, Tax position is now open for candidates interested in the Accountant Jobs sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
