Tax Manager (Wealth Management Firm)

Twin Cities, MN

Posted: 11/08/2019 Employment Type: Direct Hire Industry: Tax - Industry (Corporate) Pay Rate: $90,000 - 125,000 + Bonus

Tax Manager

We have been approached by a prominent Wealth Management firm in Minneapolis to identify a strong Tax Manager to serve and inform their high-profile clients. This is complex, interesting, and engaging work without the volume and hours of public accounting. They offer a strong compensation package, a relaxed office environment, and the ability to advance within the company.  

Specific Responsibilities:

  • Tax compliance and projections for HNW individuals, their businesses, related investments and trusts
  • 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.
  • 4+ 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.

* Qualified candidates might have a title like: Tax Accountant, Tax Analyst, Tax Associate, Tax Consultant, Tax Specialist, Tax Senior, Senior Tax Accountant, Senior Tax Analyst, Senior Tax Associate, Tax Manager

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