Tax Research Manager jobs in Helena, MT

At Wipfli, people count 

The way you think makes you different. At Wipfli, we embrace that.  

Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.  

We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.  

If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you. 

Responsibilities: 

• Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
• Plan and schedule tax engagements with clients and firm resources
• Serve as the main tax point of contact within our firm for clients
• Tax Manager is responsible for clients receiving proactive communication and timely service
• Perform detailed reviews of tax work papers and provision calculations completed by other associates
• Review tax returns, tax research, tax communications, and other requested deliverables
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
• Provide training, direction, and supervision to staff and senior accountants
• Participate in and provide leadership for firm initiatives and projects
• Maintain technical expertise in various tax areas related to industry specialization

Qualifications:

• 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
• Minumum 5 years of public accounting experience in tax
• Prior supervisory experience required

• Ability to plan, prioritize, and organize work effectively

• Ability to balance many projects simultaneously

• Ability to work under pressure and time deadlines

• Ability to analyze data and recommend solutions

• Ability to become technically competent with industry-specific tax and accounting matters

• Proficient in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, tax preparation software (ProSystems), tax research software (RIA), and IDEA (data extraction software)

Wipfli supports Equal Pay for all.  In addition, in the State of Montana, we are committed to Equal Pay for Women in accordance with Executive Order 12-2016.  The pay range for this role is $80,000-$110,000.

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 identify, citizenship status, 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. 

#LI-Hybrid #LI-AF1