Wipfli ยท 2 days ago
Tax Senior Manager - Trust and Estate
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
$163K/yr - $213K/yr
10+ years expWipfli is a company that values its people and focuses on creating exceptional impact. They are seeking a Tax Senior Manager to manage complex tax returns, advise clients on tax laws, and lead engagements while developing strong client relationships.
AccountingConsultingInformation Technology
Hiring Manager
Amanda Feltner
Responsibilities
Manage and conduct high level review of complex tax returns for our individual clients and trust returns
Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
Monitor engagement profitability through managing budgets, billing, and client expectations effectively
Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients
Qualification
Required
A Bachelor's degree and/or Master's degree in Accounting
Active CPA license
10+ years of experience in HNW tax planning, compliance, and consulting in public accounting
Deep understanding of estate, gift, and trust tax laws and their application
Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans
Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
Familiarity with family office services and private foundation structures
Proven expertise in overseeing complex client engagements and delivering high-quality client service
Ability to develop tax planning strategies for clients
Proficiency in tax preparation software (e.g, CCH Axcess and Microsoft Office Suite)
Experience supervising, training, developing, and reviewing the work of staff and senior associates
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
A 401(k) savings plan & profit share as well as Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase