Tax Professional (Wealth Management Firm)
Twin Cities, MN
Tax Accountant – Wealth Management
We have been engaged by a wealth management firm in West Minneapolis, to help identify candidates for a Tax Accountant. Our client offers a strong compensation package, benefits and good work-life balance. This is a unique opportunity to feel like you're making a difference and not just cranking out tax returns. They have a great culture and a collaborative work environment.
Similar to public accounting, this position will work with a variety of clients and entities including HNW individuals and families, their associated businesses and investments and fiduciary entities. The returns will mostly include partnerships, S-corps, complex individual returns, and some fiduciary returns. The responsibilities will also including working with internal members of the wealth management firm to help with planning and tax minimization strategies. The firm takes a wholistic approach to managing clients' assets and wealth.
This is an opportunity to have the variety of public accounting without the demands. It also gives someone the change to see a bigger piece of the picture and help individuals and families make critical long term financial decisions. The firms tax group is spread between 3 different cities. The firm is growing, promotes from within and does an excellent job of training and coaching staff.
A Tax Associate or Senior Tax Associate with a minimum of 1 to 3 years of experience in a local or middle market public accounting firm is probably the ideal candidate.
* We have found that candidates with titles like Tax Accountant, Tax Specialist, Tax Analyst, Tax Associate, Senior Tax Associate, Senior Tax Accountant, Tax Manager, Tax Consultant, CPA and Tax Advisor are usually very qualified.
** Out of state candidates are being considered and relocation assistance is available for highly qualified people.