About this opportunity
Current lists this Tax Manager - High Net Worth opportunity in saint paul, Minnesota. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Tax Manager – High Net Worth
This individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting client and firm expectations. Tax managers should exhibit a high level of integrity and drive.
Job Responsibilities
Manage multiple client engagements simultaneously, ensuring overall success of each project
Maintain relationships with executives at multiple family offices
Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns
Strong Trust Accounting skills
Manage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviews
Supervise and review team members’ work for accuracy and compliance with professional standards
Review of Individual returns that include complex partnership K-1s, stock options, multi-state K-1s
Ability to research, interpret, and apply tax code to unique circumstances
Ability to read, understand, and apply directions contained in trust documents prepared by others
Ability to read, understand, and apply directions contained in estate plans
Maintain active communication with clients to manage expectations and ensure satisfaction
Actively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firm
Participate in firm-wide initiatives including recruitment
Work with partners on proposals and business development
Requirements
5+ years of current or recent public accounting experience providing related tax experience
Previous experience leading Trust and Estate tax teams preferred
Minimum of a Bachelor’s Degree in Accounting or similar
Current CPA license
Experience leading teams and mentoring staff
Compensation & Benefits
The total rewards package includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using reliable compensation survey data. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
Health, Dental, and Vision Insurance (options for fully paid employee-only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Equal Opportunity
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
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Worksite address
saint paul, MN, 55199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.