Welcome page Returning Candidate? Log back in! Tax Senior Manager - Trust and Estate Job Locations US-MI-Detroit Job ID 2025-6993 Category Tax Remote No Overview

At Wipfli, people count.

 

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

 

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

 

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

Responsibilities: 

Manage and conduct high level review of complex tax returns for our individual clients and trust returnsStay current with changes in tax laws and regulations, advising clients on their impact and opportunitiesLead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and deliveryDevelop and maintain strong client relationships by providing exceptional service and understanding their business needsWork closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business developmentLead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectivelyMonitor 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
Knowledge, Skills and Abilities

Qualifications:

A Bachelor's degree and/or Master's degree in AccountingActive CPA license10+ years of experience in HNW tax planning, compliance, and consulting in public accountingDeep 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 plansExpertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principlesFamiliarity with family office services and private foundation structuresProven expertise in overseeing complex client engagements and delivering high-quality client serviceAbility to develop tax planning strategies for clientsProficiency 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

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 

 

#LI-AF1 #LI-Hybrid

Additional Details

Additional Details:

 

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

Options Apply for this job onlineApplyShare Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQs

Software Powered by iCIMS
www.icims.com