Job description

At Wipfli, people count. At Wipfli, 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. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities: • Respond to client and firm associate requests in a timely, accurate, positive and professional manner • Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests • Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders • Research tax issues • Communicate with engagement leaders regarding open items or other important matters in a timely manner • Adhere to prescribed budgets and deadlines • Develop technical competency Additional Responsibilities • 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 • Participate in core CPE programs • Actively participate in community activities to develop positive relationships with community leaders and members • Actively participate in firm sponsored events for assigned product line clients and prospects Qualifications: • 3+ years of job-related experience • Bachelor’s Degree in Accounting required • CPA certification preferred. Candidates actively pursuing CPA certification will be considered. • Prior accounting experience in a public accounting firm required • Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired • Manufacturing and retail distribution experience required Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details: 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 identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is to with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Requirements

Must-haves

At Wipfli, people count.
At Wipfli, 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.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Respond to client and firm associate requests in a timely, accurate, positive and professional manner
Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests
Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Research tax issues
Communicate with engagement leaders regarding open items or other important matters in a timely manner
Adhere to prescribed budgets and deadlines
Develop technical competency
Additional Responsibilities
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
Participate in core CPE programs
Actively participate in community activities to develop positive relationships with community leaders and members
Actively participate in firm sponsored events for assigned product line clients and prospects
3+ years of job-related experience
Bachelor’s Degree in Accounting required
Prior accounting experience in a public accounting firm required
Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
Manufacturing and retail distribution experience required

Nice-to-haves

CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: icims
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Parental Leave