Tax Manager - Partnerships
Wipfli · Green Bay, WI · 1 wk ago
HybridAccountingFull-time
Responsibilities
- Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients.
- Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts.
- Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget.
- Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews.
- Research 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.
- Respond to inquiries from the IRS and other tax authorities.
- Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships.
Qualifications
- Bachelor's degree in Accounting, or other related field.
- CPA or licensed member of the Bar.
- 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience.
- Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required.
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
- Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
- Able to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
- Able to travel up to 25%.