Referral Details:
We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.
Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.
Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.
If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx
Responsibilities:Responsibilities:- Lead and manage complex tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations- Identify and respond to client issues in a timely, accurate, positive and professional manner.- Manage expectations effectively through clear and continuous communication with the client and/or other accountant- Communicate advice and answer questions of other Wipfli associates relating to clients' accounting and tax situations- Participate in and provide leadership for firm initiatives and projects- Plan and schedule engagements with clients and firm resources- Perform detailed reviews of tax workpapers and provision calculations completed by other associates- Consult with office personnel on unusual client tax problems; diagnose client needs and work to satisfy those needs- Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner- Review financial statements and footnotes, management reports, executive reports, and other requested deliverables- Provide training, direction, and supervision to staff, senior accountants, and managers- Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firmAdditional Responsibilities:- - Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.- Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.- Lead multi-disciplined client service teams for account planning- Prepare and review client correspondence (letter, e-mail, etc.)- Actively participate in firm sponsored events for industry-specific and/or regional clients and prospectsKnowledge, Skills and Abilities:Qualifications:- 10+ years of job-related experience- Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience- CPA certification required in the respective state in which they are practicing- Subject matter leader in similar accounting and/or tax services- Management and/or mentoring experience with other staff members- Experience making recommendations to management- 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! 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 supports equal pay for all. In addition, in the State of Colorado, we are committed to equal pay for equal work in accordance with Senate Bill 19-085. The pay range for this role is $130,000-$190,000. Wipfli cares about our associates and offers a variety of benefits to support your wellbeing. Highlights include 6 health plan options (both HMO & PPO plans), as well as dental and vision coverage and an Employee Assistance Program. Other benefits include a 401(k) savings plan & profit share contribution, education & certification assistance, flexible time off, family care leave, parental leave, cell phone reimbursement, and travel rewards. There are also many voluntary benefit offerings such as critical illness & accident insurance, legal, long term care, pet insurance, and ID theft protection, as well as firm-provided basic life/AD&D, short term disability, and long term disability coverage, with the option to purchase supplemental life/AD&D. Eligibility for all benefits is based on annual hours expectation and position status. #LI-AF1 #LI-Hybrid