Accounting, Adobe Product Family, Budget Management, Business Services, Calendar Management, Certified Public Accountant (CPA), Coaching, Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Depreciation, Finance, Healthcare, Healthcare Management, Leadership, LinkedIn, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Presentation/Verbal Skills, Professional Services, Public Accounting, Rich Internet Application (RIA), Sales Management, Sales Prospecting, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Team Building, Technical Consulting, Time Management, Writing Skills
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.
Responsibilities:
Responsibilities:
- Manage tax advisory services and providing thoughtful tax compliance to medical practice clients in accordance with firm and professional standards, within budget and deadline expectations
- Assist with managing, developing, and coaching professional tax staff
- Plan and schedule tax engagements with clients and firm resources
- Participate in and provide leadership for firm initiatives and projects
- Helping to develop, build and manage client relationships
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
- Develop deep industry knowledge within the healthcare industry
- Participate in the proposal process for prospective clients and serve as the main tax point of contact within our firm for clients
Knowledge, Skills and Abilities:
Qualifications:
- 5 years or more of relevant progressive experience in public accounting tax including technical tax consulting and client relationship management
- Bachelor's degree in accounting, finance, or related field
- CPA license
- Experience managing multiple client engagements with ability and passion for developing and fostering deep relationships with key clients
- A strong sense of ownership for delivering ultra-responsive client service
- Excellent supervisory, team building, and time management skills
- Strong written and oral communication
- Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-Hybrid #LI-AF1
Additional Details:
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 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
"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.