0 suggestions are available, use up and down arrow to navigate them
What job do you want?

Create Job Alert.

Get similar jobs sent to your email

Apply to this job.
Think you're the perfect candidate?
Senior Tax Accountant - Financial Services at Wipfli LLP

Senior Tax Accountant - Financial Services

Wipfli LLP Madison, WI (Onsite) Full-Time
CB Est Salary: $73K - $86K/Year
Create lasting, positive impact.

By considering Wipfli LLP, you've decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.

Wipfli has a broad national footprint with offices coast to coast - and we're still growing! As an associate, you'll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty.

Join a company focused on giving back to the greater good - at Wipfli, we're committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit

Wipfli LLP has an opportunity for a Senior Accountant to focus on Financial Institutions.

Responsibilities include:

* Respond to client and firm associate requests in a timely, accurate, positive and professional manner
* Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests
* Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
* Research tax issues
* Communicate with engagement leaders regarding open items or other important matters in a timely manner
* Adhere to prescribed budgets and deadlines
* Develop technical competency

Additional Responsibilities:

* Recognize potential issues and/or opportunities in engagements and discuss with engagement leader
* Perform a limited number of tax return interviews as needed
* Provide technical assistance to clients
* Participate in core CPE programs
* Actively participate in community activities to develop positive relationships with community leaders and members
* Actively participate in firm sponsored events for assigned product line clients and prospects


* Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
* CPA certification preferred
* Requires at 3+ years of job related experience within financial services
* Experience making recommendations to management
* Prior public accounting experience a plus

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 identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

#LI-Remote #LI-AF1

Recommended Skills

  • Accounting
  • Communication
  • Finance
  • Financial Management
  • Product Lining
  • Tax Return
Apply to this job.
Think you're the perfect candidate?

Help us improve CareerBuilder by providing feedback about this job:

Job ID: 2425116003

CareerBuilder TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.