Senior Accountant, Tax - Partnerships
Wipfli · Chicago, IL · 3 wk ago
HybridAccounting$85k–$128k/yrFull-time
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.
Qualifications
- Bachelor’s degree in accounting or an equivalent combination of education and experience.
- CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
- Subject matter leader in similar accounting and/or tax services.
- Management and/or mentoring experience with other staff members.
- Experience making recommendations to management.
- Prior public accounting experience desired.