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
#LI-Hybrid #LI-AF1
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 [email protected]
