Referral Details
Referral Job Board:
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
Responsibilities: - Lead and manage complex federal and state tax compliance engagements in accordance with firm and professional standards, budget expectations, and established deadlines. - Serve as a trusted tax advisor and key point of contact for manufacturing clients, developing a strong understanding of their businesses, operations, and tax needs. - Review federal and state income tax returns and related workpapers, with a particular focus on partnerships including their related allocation and capital accounting structures. - Identify tax risks, planning opportunities, and strategies that support clients' business objectives while maintaining compliance with applicable tax laws and regulations. - Research and address complex tax matters and communicate recommendations clearly to clients and firm associates. - Consult with clients and internal teams on unusual or complex tax issues and develop practical solutions based on client needs. - Proactively communicate with clients and engagement partners regarding engagement status, significant tax matters, upcoming requirements, and additional service opportunities. - Plan and schedule engagements, coordinating client needs and firm resources to support timely, high-quality delivery. - Provide training, coaching, direction, and supervision to staff, senior accountants, and managers. - Maintain and continue to develop expertise in tax matters relevant to manufacturing businesses. - Participate in firm, industry, and practice-development initiatives. - Identify and pursue opportunities to expand existing client relationships and support business-development activities. - Develop a comprehensive understanding of the firm's broader service offerings and collaborate across service lines when client needs extend beyond tax.
Knowledge, Skills and Abilities
Required Qualifications - Bachelor's degree in Accounting or an equivalent combination of education and relevant experience. - Active CPA license. - 10+ years of relevant tax experience. - Strong technical knowledge of federal and state taxation. - Prior supervisory, management, and/or mentoring experience. - Demonstrated ability to manage complex tax engagements and client relationships. - Strong written and verbal communication skills, including the ability to translate technical tax matters into clear, practical guidance. - Ability to effectively plan, prioritize, and manage multiple engagements simultaneously. - Strong analytical and problem-solving capabilities. Preferred Qualifications - Progressive public accounting experience. - Significant experience serving manufacturing and distribution clients. - Experience advising middle-market and/or closely held manufacturing businesses. - Experience with complex multistate tax matters, tax planning, and tax controversy. - Experience identifying and developing additional client-service opportunities. #LI-AF1 #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" 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.
