Senior Accountant – Tax, High Net Worth (Hybrid)

Job overview

The Senior Accountant – Tax, High Net Worth role is hybrid, with work in a Wipfli office, from home, and at client sites; scheduled office and client meetings require in-person attendance. Compensation is $85,000–$115,000 per year. The role supports clients with tax compliance and advisory services, including individual, trust, gift, and estate tax matters.

What you'll do

• Manage and coordinate client tax compliance and advisory work
• review individual, trust, gift, and estate tax returns
• lead day-to-day client relationships
• research technical matters and special projects
• build relationships with clients and their advisors
• participate in business development
• train and develop staff
• review tax-related information
• lead multidisciplinary client service teams
• and prepare and review client correspondence.

What we're looking for

Skills & competencies

hybrid

senior accountant

tax

high net worth

individual tax returns

trust returns

gift and estate tax

client advisory

lincolnshire il

wipfli

$85,000–$115,000/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision plans
• HSA option
• employee assistance program
• life and disability coverage
• 401(k) and profit sharing
• education and certification assistance
• flexible time off
• family and parental leave
• and other listed benefits.

Why this role

Requires a bachelor’s degree in accounting or equivalent education and experience, prior tax experience, and 3+ years of related experience; CPA certification is preferred, and candidates pursuing it will be considered.

About the employer

Wipfli Advisory LLC is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.