at Wipfli LLP in South Portland, Maine, United States
Job DescriptionOverview
Responsibilities
+ Manage and coordinate tax compliance and advisory work for clients.
+ Review Federal and Multi-State Partnership tax returns.
+ Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
+ Consult on technical matters and special projects.
+ Build relationships and communicate effectively with clients to provide superior service.
+ Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
+ Manage, train, and develop staff, and participate in the performance review process.
+ Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
+ Prepare client communications pertaining to engagement planning and requests.
+ Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
+ Communicate with engagement leaders regarding open items or other important matters in a timely manner.
+ Adhere to prescribed budgets and deadlines.
+ Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
+ Attain industry-specific expertise through CPE , firm/industry group events, webinars, etc.
+ Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
+ Lead multi-disciplined client service teams for account planning.
+ 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.
Knowledge, Skills and Abilities
+ Bachelors degree in accounting or an equivalent combination of education and experience.
+ CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
+ At least 3 years of job-related experience.
+ Subject matter leader in similar accounting and/or tax services.
+ Management and/or mentoring experience with other staff members.
+ Experience making recommendations to management.
+ Prior public accounting experience desired.
Additional Details
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LLP LLC LLP LLC AICPA LLP CPA LLC LLC CPAJob LocationsUS-NH-Bedford | US-ME-Augusta | US-ME-South Portland
Job ID 2025-6965
Category Tax
Remote No