Tax Senior Manager - Trust and Estate

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 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: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Responsibilities:  - Manage and conduct high level review of complex tax returns for our individual clients and trust returns - Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities - Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery - Develop and maintain strong client relationships by providing exceptional service and understanding their business needs - Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development - Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively - Monitor engagement profitability through managing budgets, billing, and client expectations effectively - Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients

Knowledge, Skills and Abilities

Qualifications: - A Bachelor's degree and/or Master's degree in Accounting - Active CPA license - 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting - Deep understanding of estate, gift, and trust tax laws and their application. - Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans - Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles - Familiarity with family office services and private foundation structures - Proven expertise in overseeing complex client engagements and delivering high-quality client service - Ability to develop tax planning strategies for clients - Proficiency in tax preparation software (e.g, CCH Axcess and Microsoft Office Suite) - Experience supervising, training, developing, and reviewing the work of staff and senior associates Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!    #LI-AF1 #LI-Hybrid