Tax Director - Wealth Management Firm

Twin Cities, MN

Posted: 07/10/2020 Employment Type: Direct Hire Industry: Tax - Industry (Corporate) Pay Rate: $130,000 - $170,000 + Bonus

Job Description

We have been approached by a Wealth Management firm in Minneapolis to identify a strong Tax Director. They have very high profile clientele and interesting work without the volume and hours of public accounting. They offer a strong compensation package, relaxed office environment and a fast-paced, collaborative culture.

Job Requirements

Specific Responsibilities:

  • Preparation, review and completion of HNW individual, business, and trust tax returns and tax projections.
  • Participate in a client-facing capacity during meetings.
  • Serve as a tax resource for the firm’s client base
  • Responsible for ensuring that all tax related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects.
  • Scheduling tax related meetings, and providing appropriate follow-up.
  • Monitors and reviews client quarterly tax estimates.

Qualifications & Requirements:

  • Bachelor’s degree and CPA designation required.
  • 8+ years of experience in individual and trust tax services is preferred.
  • Intermediate proficiency in MS Office products is required.
  • Proficiency with tax and financial related software solutions is required.

Meet Your Recruiter

Rob Unger
Minnesota Recruiting Manager

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