Tax Manager - Financial Services, Banking

At Wipfli, people count

The way you think makes you different. At Wipfli, we embrace that.

Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.

We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.

If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.

Responsibilities:

• As a Tax Manager within the Financial Services industry group, you will provide federal tax consulting and compliance services to clients in the banking and financial services industries

• You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a proven support system from firm leadership to ensure you are set up for success in your role and career

• Developing and maintaining dedicated client relationships on various federal and state tax consulting/compliance engagements. Tax manager is responsible for clients receiving proactive communication and timely service

• Advising clients on a variety of tax issues including accounting for income taxes, tax provisions, tax compliance, and assist with audits/notices by federal and state taxing authorities

• Perform detailed reviews of tax work papers and provision calculations completed by other associates

• Provide training, direction, and supervision to staff and senior accountants

• Overseeing consulting projects requiring tax analysis for a variety of entities and their affiliates

• Maintain technical expertise in various tax areas related to financial institutions to provide services and solutions relevant to our client's business

• Participate and provide leadership for firm initiatives and projects

• Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, government incentives, and tax management consulting

Knowledge, Skills and Abilities:

• Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve

• A bachelor's degree in accounting, finance or related field

• One of the following accreditations obtained:

• Licensed CPA or licensed attorney

• 5 years minimum corporate tax experience

• Proven managerial experience with budgets, people and projects

• Demonstrated effective verbal and written communication skills

• Self-starter and demonstrated ability to effectively handle multiple, competing priorities

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

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 identity, 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

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