Senior Manager/Director, Tax - High Net WorthWipfli
Job Summary
Responsibilities:
- Responsible for managing and coordinating tax compliance and advisory work for clients
- Review Federal and Multi-State Partnership tax returns
- Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
- Research and consult on technical matters and special projects
- Proactively build relationships and communicate effectively with the client to provide superior client service
- Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
- Manage, train and develop staff. Participate in the performance review process
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