Tax Advisor

Twin Cities, MN | Direct Hire

Post Date: 05/07/2018 Industry: Tax - Industry (Corporate) Pay Rate: $70,000-100,000 + Bonus

High Net Worth Tax Professional

We have started working with a well-established company in Minneapolis that is in need of a strong High Net Worth Tax Professional.  This is a family office type role that is focused on HNW individuals, related flow-through entities, and fiduciary work. The ideal candidate here experience with high net worth individuals and their related tax needs.  This could be someone coming from public accounting or a family office setting. They are open to waiting until after busy season for the right candidate.

Duties:

  • Tax compliance for HNW individuals, flow-through entities, trusts, and foundations
  • Gather and compile necessary information for Federal and State Audits and respond accordingly
  • Work with clients to plan and execute strategies that minimize tax liabilities
  • Be involved with clients financial and wealth planning, providing a tax focused perspective
  • Communicate complex tax concepts and strategies in a professional and easy to understand way

Qualifications:

  • Strong background in HNW individual taxation
  • MST and CPA preferred
  • Great communicator in a client facing capacity
  • Public accounting experience preferred

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