Tax Manager - Healthcare, Physician Practices

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:
- Manage tax advisory services and providing thoughtful tax compliance to medical practice clients in accordance with firm and professional standards, within budget and deadline expectations
- Assist with managing, developing, and coaching professional tax staff
- Plan and schedule tax engagements with clients and firm resources
- Participate in and provide leadership for firm initiatives and projects
- Helping to develop, build and manage client relationships
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
- Develop deep industry knowledge within the healthcare industry
- Participate in the proposal process for prospective clients and serve as the main tax point of contact within our firm for clients

Qualifications:
- 5 years or more of relevant progressive experience in public accounting tax including technical tax consulting and client relationship management
- Bachelor's degree in accounting, finance, or related field
- CPA license
- Experience managing multiple client engagements with ability and passion for developing and fostering deep relationships with key clients
- A strong sense of ownership for delivering ultra-responsive client service
- Excellent supervisory, team building, and time management skills
- Strong written and oral communication
- 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
 
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
 
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