Tax Manager

We provide business and individual clients with accounting, tax and advisory guidance that enables them to achieve financial goals – so each can enjoy and live what they value most in life. With more than 60 years of experience and active involvement as a Top 25 firm in the Minneapolis-St. Paul business community, we are a team of CPAs and professionals serving the needs of privately held businesses, their owners, management teams, and shareholders in Minnesota and across the United States.

Each day, you will have the opportunity to partner with and serve successful business leaders – from entrepreneurs and family-run businesses to growing privately-held companies. To us, it’s about connecting with people and their families as much as it is the numbers. We offer a rewarding and dynamic environment where you can apply your skills and expertise to helping our clients succeed.

Our firm’s approach, training, and client base will provide you with challenging, valued work and opportunities for career advancement. Each member of our team is recognized as an integral part of the success and growth of our firm.

Benefits

• STRONG LEADERSHIP AND STRATEGY!!
• Fun company social events
• HUGE focus on Career Development
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off
• Vision insurance

Position Overview

Seeking a seasoned Tax Manager to anchor our elite tax team. As a linchpin of our tax operations, you will be tasked with guiding high-net-worth individuals and their esteemed enterprises. Your expertise will shape their financial landscapes, ensuring compliance while identifying growth opportunities.

Primary Responsibilities

• Deliver compliance and consultancy services to high-net-worth clients, their private businesses, and investment entities.
• Conduct technical reviews of intricate tax returns spanning individual, partnership, S-corp, corp, and state categories.
• Steer client engagements ensuring risk management, timely billing, and profitability.
• Harness your entrepreneurial spirit to cultivate relationships, both internal and external.
• Stay attuned to the shifting sands of the tax world, being a beacon of knowledge for the team.
• Champion personal and team growth by actively participating in company-driven training, CPE courses, and mentorship initiatives.
• Lead, guide, and mentor the future of our firm, ensuring their growth aligns with our vision.

Qualifications | Requirements

• Proven track record in managing client portfolios, budgeting, correspondence, and billing.
• Demonstrable leadership skills, client-centric approach, sense of urgency, and quality-driven mindset.
• Proactive, analytical, and highly organized, fostering teamwork and collaboration.
• Experience managing projects/clients including budgeting, client correspondence, and billing.
• Ability to lead and supervise others, provide exceptional client service, exhibit a sense of urgency and commitment to quality and the timely completion of projects, and strong analytical, teamwork and organizational skills

Education | Experience

• Bachelor’s degree in accounting or a related field
• CPA or EA designation is preferred.
• Over 10 years of seasoned experience in tax return review and strategic planning for affluent individuals, their kin, investment vehicles, and private enterprises. This encompasses proficiency in personal, partnership, and corporate taxation.