Senior Accountant, Tax - PartnershipsWipfli
Job Summary
Responsibilities:
- Manage and coordinate tax compliance and advisory work for clients.
- Review Federal and Multi-State Partnership tax returns.
- Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
- Consult on technical matters and special projects.
- Build relationships and communicate effectively with clients to provide superior service.
- Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
- Manage, train, and develop staff, and participate in the performance review process.
- Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
- Prepare client communications pertaining to engagement planning and requests.
- Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
- Communicate with engagement leaders regarding open items or other important matters in a timely manner.
- Adhere to prescribed budgets and deadlines.
- Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
Additional Responsibilities:
- Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
- Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
- Lead multi-disciplined client service teams for account planning.
- Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
- Perform a limited number of tax return interviews as needed.
- Provide technical assistance to clients.