Director, Fixed Asset & Compliance Consulting

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:

 

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.

 

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience.

 

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.  If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility

Responsibilities

Responsibilties:  - Lead the development and launch of a centralized Fixed Asset (FA) Compliance and Consulting practice, integrating services with existing tax and Client Accounting Services (CAS) offerings. - Drive the implementation and adoption of a new FA software solution, overseeing data migration from legacy systems and ensuring data integrity and compliance. - Collaborate with internal stakeholders and offshore teams to standardize processes, improve operational efficiency, and ensure consistent service delivery. - Provide strategic guidance on leveraging tax legislation (e.g., Inflation Reduction Act, CHIPS Act) to maximize client benefits through accelerated depreciation, cost segregation, and tax credit optimization. - Manage client relationships by delivering high-value insights from fixed asset data, identifying cross-selling opportunities, and enhancing client retention. - Support phased client acquisition strategies, beginning with existing clients and expanding to new prospects, while refining service delivery models. - Oversee risk mitigation efforts related to technology, data security, client adoption, and talent integration to ensure a successful and sustainable practice launch.

Knowledge, Skills and Abilities

Qualifications: - Bachelor’s degree in accounting, finance, or related field, Master's degree in related field a plus - CPA prefererd  - 8 years of industry specific related consulting and advisory experience - Proven experience in fixed asset accounting, compliance, and consulting, ideally with a background in tax optimization and regulatory compliance. - Demonstrated success in launching or scaling new service lines, including experience with software implementation and process centralization. - Strong understanding of tax legislation affecting capital assets. - Experience managing cross-functional teams, including offshore resources, with a focus on quality control, communication, and performance management. - Ability to analyze complex asset portfolios and deliver actionable insights that drive client value and firm revenue. - Excellent project management skills, with the ability to lead phased rollouts, manage change, and ensure timely execution of key milestones. - Strong interpersonal and communication skills, with the ability to build trust with clients and collaborate effectively across departments. #LI-KK1 #LI-Remote