Tax Manager - Partnerships
Wipfli · United States
- Hybrid
- Full-time
- $160,000 / year
- United States
Job highlights
- Manage partnership tax engagements and client relationships.
- Provide expert tax consulting and compliance services.
- Lead and mentor tax teams effectively.
- Develop and implement tax planning strategies.
- Requires CPA/Bar and 5+ years experience.
About the role
Tax Manager Partnerships at Wipfli
At Wipfli, our people are core to everything we do. We believe in flexibility, focus on relationships, and encourage individuals to follow their own path. Wipfli offers a career-defining opportunity for those looking to make a difference and find a professional home.
Responsibilities
- Facilitate primary reviews of complex tax returns and provide tax consulting services for partnership clients.
- Evaluate tax aspects of partnership agreements and manage client's Internal Revenue Code (IRC) 704b accounts.
- Manage multiple client services teams, plan, execute, and complete tax projects across various industries.
- Provide innovative tax planning, consulting, and compliance expertise, and manage to budget.
- Manage, develop, train, and mentor staff on tax projects and assess their performance.
- Research and consult on various tax matters, particularly Sub-chapter K Partnership taxation.
- Utilize tax software for return preparation and research.
- Respond to inquiries from the IRS and other tax authorities.
- Maintain active communication with clients to manage expectations, ensure deadlines, and enhance relationships.
Qualifications
- Bachelor's degree in Accounting or a related field.
- CPA or licensed member of the Bar.
- 5+ years of progressive tax compliance and/or consulting experience.
- Excellent analytical, technical, and tax accounting/technology skills.
- Proficiency in partnership returns, joint venture and non-corporate entity tax returns, and Sub-chapter K partnership taxation.
- Exceptional client service and communication skills.
- Strong leadership, recruiting, training, coaching, and mentoring skills.
- Excellent written, interpersonal, and presentation skills.
- Ability to manage multiple engagements and competing priorities in a fast-paced environment.
- Ability to travel up to 25%.
Key skills/competency
- Tax Manager
- Partnership Taxation
- Sub-chapter K
- Tax Compliance
- Tax Consulting
- Client Relationship Management
- Team Leadership
- IRS Inquiries
- Tax Software
- Public Accounting
Skills & topics
- Tax Manager
- Partnerships
- Taxation
- CPA
- Public Accounting
- Tax Compliance
- Tax Consulting
- IRC 704b
- Client Management
- Team Leadership
How to get hired
- Tailor your resume: Highlight your partnership tax experience and CPA/Bar credentials.
- Showcase client skills: Emphasize your ability to manage multiple clients and relationships.
- Demonstrate leadership: Detail your experience in training, mentoring, and managing teams.
- Prepare for technical questions: Be ready to discuss Sub-chapter K and IRC 704b.
- Connect with recruiters: Reach out to Amanda Feltner on LinkedIn for insights.
Technical preparation
Master Sub-chapter K and partnership taxation.,Practice complex partnership return preparation.,Review IRC 704b allocations and rules.,Familiarize with tax software for compliance.
Behavioral questions
Describe a challenging client relationship you managed.,How do you mentor and develop junior staff?,Share an experience of managing competing priorities.,How do you ensure tax compliance and accuracy?
Frequently asked questions
- What specific tax knowledge is required for the Tax Manager Partnerships role at Wipfli?
- The Tax Manager Partnerships role at Wipfli requires in-depth knowledge of Sub-chapter K, partnership taxation, and IRC 704b accounts. Experience with partnership returns, joint venture, and non-corporate entity tax returns is essential.
- What are the primary responsibilities of a Tax Manager Partnerships at Wipfli?
- Primary responsibilities include reviewing complex partnership tax returns, providing tax consulting, managing client teams, developing tax strategies, mentoring staff, and maintaining client relationships. You'll also handle IRS inquiries and manage tax projects within budget.
- What qualifications are necessary to become a Tax Manager Partnerships at Wipfli?
- A Bachelor's degree in Accounting or a related field, CPA or Bar license, and at least 5 years of progressive tax compliance and/or consulting experience in public accounting are required. Strong analytical, technical, and leadership skills are also crucial.
- How does Wipfli support employee development for Tax Managers?
- Wipfli focuses on developing its people through training, coaching, and mentoring. As a Tax Manager, you'll have opportunities to lead and develop staff on tax projects, contributing to their engagement and year-end performance reviews.
- What is the expected travel for the Tax Manager Partnerships position at Wipfli?
- The Tax Manager Partnerships position at Wipfli involves potential travel of up to 25%. This allows for on-site client engagement and collaboration to ensure successful project delivery.
- Can I apply for the Tax Manager Partnerships role at Wipfli if I have industry experience?
- Yes, Wipfli considers applications from candidates with a combination of public accounting and industry experience. The key is having at least 5 years of progressive tax compliance and/or consulting experience.
- What kind of clients will I work with as a Tax Manager Partnerships at Wipfli?
- As a Tax Manager Partnerships at Wipfli, you will primarily work with partnership clients, evaluating tax aspects of their agreements and managing their IRC 704b accounts. You will serve a variety of industries.
- What are the benefits offered by Wipfli for a Tax Manager?
- Wipfli offers a comprehensive benefits package including health, dental, and vision coverage, HSA with potential Firm contribution, 401(k) with profit share and matching, flexible time off, and various other voluntary benefits to support associate well-being.