Senior Accountant, Tax - Healthcare Physician Practices

Referral Details

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 any 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: Referral Bonus Program Eligibility 

Responsibilities

Our Tax Senior opening is hybrid and will serve healthcare and for-profit medical practice clients.   Responsibilities:  - Communicate with client and firm associate requests in a timely, accurate, positive and professional manner - Establish and maintain effective client relationships through regular communications, including on-site visits - Adhere to prescribed budgets and deadlines - Develop technical competency and assist clients - Participate in continuing professional education programs - Serve as a trusted business advisor for clients and associates - Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader - Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: - Provide medical practice clients tax compliance services and proactive tax consultations on individual, C corporation, S corporation, and partnership engagements in accordance with firm and professional standards as directed by engagement leaders - Partner with clients to provide customized tax advisory services and work closely with other tax team members to identify and research complex tax issues. - Grow into a deep industry expertise focused on the medical practice space. - Understand and effectively use current tax and accounting software applications - Research tax related issues and other related financial reports

Knowledge, Skills and Abilities

Qualifications: - Bachelors degree in accounting or a related field - CPA certification preferred. Candidates actively pursuing CPA certification will be considered. - 3-4 years of related experience - Prior experience in healthcare tax preferred - Ability to plan, prioritize, and organize work many projects simultaneously under pressure and time deadlines - Ability to analyze data and recommend solutions - Strong verbal and written communication skills   Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!   #LI-BK1 #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 identify, 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 values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $77,000 to $122,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant 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" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.