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:- 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. Additional Responsibilities: - 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:Qualifications:- Bachelor’s 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. Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AF1 #LI-Hybrid