Overview:

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:

Our Senior Administrative Specialist can work either in person or in a hybrid environment.

Responsibilities: 

Prepare client engagement letters

Organize and scan client organizers and tax documents

Participate in the Tax Caddy project team

Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.

Assist with answering incoming calls

Assist Receptionist with front desk duties (answer phones, distribute mail, set up FedEx shipments, set up courier deliveries, greet clients, etc.

Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment

Knowledge, Skills and Abilities:

Qualifications:

Five+ years of administrative experience with a high school education or 3+ years of job related experience with an Associate Degree

Experience with front line customer contact

Experience in a professional service work environment preferred

Proficient in Word, Outlook, and Excel, knowledge of tax preparation software and Microsoft Teams is a plus

Requires clear, concise verbal and written communication skills, and accurate grammar usage

Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously

Ability to work flexibly under pressure and time deadlines, with great attention to detail 

Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her page to connect!

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

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