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:
Assist in the management of a growing unclaimed property consulting and compliance practice across multiple officesProvide excellent client service to a large portfolio of clientsEnsure the accuracy and timely completion of multiple unclaimed property projectsWork to improve processes, gain efficiencies and seek opportunities that prove beneficial and cost effectiveSupervise, mentor, and develop SALT associatesManage and develop colleague and community relationshipsResearch unclaimed property and other tax matters impacting firm clientsParticipation in voluntary disclosure programs, technical research, exposure quantification, audit defense, and similar projectsProvide project management support, and help manage client expectations through effective client communications, on a wide range of projects; lead and train Associate and Senior Associate team members on these projectsQualifications:
Bachelor’s degree in Accounting or Finance for closely related field from accredited college or university5-7+ years unclaimed property experience; relating to compliance requirements, voluntary disclosure programs and other consulting experienceAt least 3+ years of experience managing unclaimed property engagementsProfessional verbal and written communication skillsStrong analytical and problem-solving skillsExperience with other state and local tax matters, is a plusThis position has the ability to work remoteCPA, CMI, JD, or LLM nice to have, but not requiredWorking knowledge of Microsoft Office Suite applications and tax research tools
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
Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $90,000 to $150,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include 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, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
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