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. Our Tax Senior opening is hybrid and will serve healthcare and for-profit medical practice clients. Responsibilities: • Communicate with client and firm associate requests in a timely, accurate, positive and professional manner • Establish and maintain effective client relationships through regular communications, including on-site visits • Adhere to prescribed budgets and deadlines • Develop technical competency and assist clients • Participate in continuing professional education programs • Serve as a trusted business advisor for clients and associates • Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader • Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: • Provide medical practice clients tax compliance services and proactive tax consultations on individual, C corporation, S corporation, and partnership engagements in accordance with firm and professional standards as directed by engagement leaders • Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues. • Grow into a deep industry expertise focused on the medical practice space. • Understand and effectively use current tax and accounting software applications • Research tax related issues and other related financial reports Qualifications: • Bachelors degree in accounting or a related field • CPA certification preferred. Candidates actively pursuing CPA certification will be considered. • 3-4+ years of related experience • Prior experience in healthcare tax preferred • Ability to plan, prioritize, and organize work many projects simultaneously under pressure and time deadlines • Ability to analyze data and recommend solutions • Strong verbal and written communication skills 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 identify, 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 $85,000 to $115,000, 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.
Our Tax Senior opening is hybrid and will serve healthcare and for-profit medical practice clients.
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner
Establish and maintain effective client relationships through regular communications, including on-site visits
Adhere to prescribed budgets and deadlines
Develop technical competency and assist clients
Participate in continuing professional education programs
Serve as a trusted business advisor for clients and associates
Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues.
Grow into a deep industry expertise focused on the medical practice space.
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Bachelors degree in accounting or a related field
3-4+ years of related experience
Ability to plan, prioritize, and organize work many projects simultaneously under pressure and time deadlines
Ability to analyze data and recommend solutions

Nice-to-haves

CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
Prior experience in healthcare tax preferred
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.

Platform: icims
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Parental Leave