Senior Accountant, Tax - Wipfli LLP

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 any 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: Referral Bonus Program Eligibility 

Responsibilities:Responsibilities: - 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 competencyAdditional 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 prospectsKnowledge, Skills and Abilities:Qualifications:- 3+ years of job-related experience- Bachelor’s Degree in Accounting required- CPA or working towards certification- Prior accounting experience in a public accounting firm required- 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 Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-Hybrid #LI-CS1