Tax Senior (Wealth Management Firm)

Twin Cities, MN

Posted: 04/03/2020 Employment Type: Direct Hire Industry: Tax - Industry (Corporate) Pay Rate: $75,000 -95,000 + Bonus

Job Description

Tax Senior – Wealth Management Firm

We have been approached by a prestigious Wealth Management firm in Minneapolis to identify a strong Tax professional. Their tax professionals work collaboratively with colleagues of varied expertise, within a defined range of core hours. While increases in workload will naturally occur during peak tax seasons, their tax professionals experience a more balanced, proactive work environment.

Specific responsibilities

  • Preparation, review and completion of high net worth individual and flowthrough tax returns and projections.
  • Serve in a client-facing capacity during meetings.
  • Act as a tax resource for the firm and its clients.
  • Responsible for assisting tax research, tax planning, and tax modeling.
  • Monitors and reviews client quarterly tax estimates.
  • Ability to communicate complex tax concepts to non-tax people in an easy to understand way.

Job Requirements

Qualifications & Requirements

  • Bachelor’s degree in accounting required.
  • CPA designation preferred.
  • Experience in individual and trust tax services is required.
  • Intermediate proficiency in MS Office products is required.

Meet Your Recruiter

Rob Unger
Minnesota Recruiting Manager

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