Tax Manager - High Net Worth, Trust and Estate

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: 
- Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/estate tax matters.
- Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters.
- Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner.
- Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines.
- Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems.
- Participate in developing standardized approaches and methodologies for improving the quality and time‐to‐delivery of estate plan solutions.

Qualifications:
- 5+ years of experience working with individuals, fiduciary, estate and gift compliance
- Knowledge and understanding of wealth transfer planning vehicles
- Experience and knowledge of comprehending trust agreement language
- Experience and knowledge of income tax and estate value impact of various trust vehicles including:
- Charitable remainder and lead trusts
- Spousal lifetime access trusts
- Intentionally defective grantor trust
- Qualified Personal Residence Trust
- Grantor Retained Annuity trusts

- Ability to quickly become proficient or experience with charting estate plans derived from legal documents
- Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents
 
Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 
 
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