Overview In this role you will lead and enhance tax services for partnership clients, focusing on complex returns and Sub-chapter K taxation. You will coordinate cross-functional teams on engagements, delivering innovative planning and compliance support while building strong client relationships. You drive solutions for partnership agreements, IRC 704(b) matters, and a range of tax projects across industries. You will mentor staff, develop talent, and contribute to firm growth through effective client service and strategic tax planning. This opportunity combines technical leadership with a collaborative culture at Wipfli, offering scope to shape client outcomes and advance your career.
Compensation / Benefits- 8 health plan options (HMO & PPO)
- dental and vision coverage
- HSA with potential firm contribution
- Employee Assistance Program
- 401(k) with profit share and firm matching
- flexible time off and parental/family leave options,"family care benefits
Responsibilities- Facilitate reviews of complex partnership tax returns for clients
- Evaluate partnership agreements and manage IRC 704(b) accounts
- Lead multiple client service teams on engagements and manage tax projects
- Provide innovative tax planning, consulting, and compliance services
- Market, design, and implement tax-planning strategies for clients and manage budgets
- Mentor and develop staff; assess performance for engagement and year-end reviews
- Research and advise on Sub-chapter K-Partnership taxation and use tax software for returns
- Respond to IRS inquiries and other tax authorities
- Maintain proactive client communication to manage expectations and deadlines
Key requirements- Bachelor's degree in Accounting
- CPA or licensed member of the Bar
- 5+ years of progressive tax compliance and/or consulting experience
- Strong analytical, technical, and tax accounting/technology skills
- Experience with partnership returns and Sub-chapter K taxation
- Excellent client service and communication skills
- Strong leadership, recruiting, training, coaching, and mentoring abilities
- Ability to manage multiple engagements and priorities in a fast-paced environment
- Ability to travel up to 25%
- Exceptional client service and communication
- Leadership, recruiting, training, coaching, and mentoring
- Interpersonal and presentation skills
- Sub-chapter K partnership taxation
- Tax compliance and consulting
- Experience with joint venture and non-corporate entity returns
