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Tax Manager - High Net Worth Individuals

Company: Wipfli LLP
Location: Naperville
Posted on: November 17, 2021

Job Description:

At Wipfli, people count Our people are core to everything we do - the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all. People matter here and they feel it. And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working. There's purpose in this wonder. It makes us better. It makes us Wipfli. If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you. Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! This role has the option to work remote, hybrid, or in a Wipfli office. Our Private Client Group is seeking a service-focused tax manager to assist our clients with tax planning and compliance for their personal, trust, and foundation needs. As a tax manager, you will be a part of an integrated team of professionals with deep roots in our community. You will work alongside thought leaders and experts to provide proactive solutions for clients' complex tax issues by providing proactive solutions while leveraging your experience to train newer associates. Come and find out what it means to live and work the Wipfli Way! Responsibilities: * Helping build and maintain lasting relationships with our clients through proactive communication, timely service, and an outward mindset * Meeting complex compliance and planning needs for high net worth familes * Providing consistently high-quality deliverables that support Wipfli's commitment to quality * Mentoring, coaching, and training junior associates; assisting with the future development of the team * Participating in local and national firm initiatives * Researching tax issues and providing technical advice to clients while continuing to develop technical expertise Qualifications: * CPA required * Minimum related experience of 5 years in a professional services firm * Thorough understanding of compliance and planning for individual and fiduciary returns * Excellent communication and collaboration skills * Management and/or mentoring experience with junior staff members Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Keywords: Wipfli LLP, Naperville , Tax Manager - High Net Worth Individuals, Executive , Naperville, Illinois

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