• Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. • Empower clients to make informed decisions with their tax planning considerations. • Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) • Stay up to date on tax law changes and communicate the effects to advisors and clients.

• Oversee multi-state taxable income sourcing and allocation for wages and equity compensation. • Ensure accurate, timely, and compliant delivery of taxable data to Payroll, Equity Administration, and Finance teams. • Populate and certify state-level taxable wage and equity data prior to payroll runs. • Act as the “source of truth” for state-allocated tax data. • Design and maintain SOX-compliant controls over state tax allocation and data certification. • Partner closely with Payroll, Equity Administration, HR, and Finance.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be essential to the role. 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:

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and Uniform Principal and Income Act ("UPIA") will be essential to the role. 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: