Tax Manager, Trust and EstateWipfli

Responsibilities: - Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters. - Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters. - Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner. - Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines. - Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems. - Participate in developing standardized approaches and methodologies for improving the quality and timetodelivery of estate plan solutions.