Wealth Advisory Services, Tax Senior Associate

1 month ago


Saint Paul, United States Redpath & Company Full time
Job DescriptionJob DescriptionSalary:

At Redpath and Company, our strength is our people. We believe in our employees, and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide upward mobility and career opportunities while maintaining our close-knit, people-first culture. Voted Top 150 Workplace by Star Tribune and the #5 midsize company out of 50 other honorees, our employees have spoken for themselves and agree that Redpath is the place to be

 

To support our rapid growth, we are seeking a Tax Sr. Associate to join our Wealth Advisory Services team in our St. Paul office.  We will take a vested interest in your personal and professional development -- come grow your career with us


As a Tax Sr. Associate, your role includes:


  • Preparing complex Estate, Gift and Trust tax returns
  • Reviewing mid level Estate, Gift and Trust tax returns
  • Reviewing mid level individual income tax returns
  • Providing estate planning and compliance advice to clients
  • Performing/overseeing complex tax research projects
  • Proposing solutions to clients on tax issues and suggesting appropriate trust vehicles
  • Supervising and reviewing work of staff below manager level
  • Fostering client relationships


The successful candidate must have:


  • Bachelor’s Degree in Accounting
  • Active CPA license and/or JD
  • 3-5 years of public accounting experience in Estate, Gift & Trust Tax
  • Ability to manage and mentor staff
  • Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
  • Live in the greater Minneapolis/St. Paul area


Who is Redpath and Company?


  • Caring - Clients and colleagues must know we care—they must feel it.
  • Committed - To the firm, the firm’s vision, clients, and colleagues.
  • Continuously Improving - Always striving to be better, learn more, and offer more.
  • Confident - In ourselves, our colleagues, and our firm.
  • Connected - Awareness of the world and our surroundings, developing relationships, and articulating ideas.


Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven certified public accounting services for closely-held businesses, government entities, and not-for-profit organizations. The firm started operations in 1971. With offices located in downtown St. Paul (headquarters) and White Bear Lake, Minnesota, the firm ranks as one of the top CPA firms in the Minneapolis/St. Paul metro area with over 200 employees. Redpath and Company is a member of HLB International, a global network of independent advisory and accounting firms. For more information and benefits summary, visit www.redpathcpas.com.

 

Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.




  • Saint Paul, United States Redpath & Company Full time

    Job DescriptionJob DescriptionSalary: At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide incredible...


  • Saint Paul, United States Redpath & Company Full time

    Job DescriptionJob DescriptionSalary: At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide incredible...


  • Saint Paul, United States Redpath & Company Full time

    Job DescriptionJob DescriptionSalary: At Redpath and Company, our strength is our people. We believe in our employees, and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide upward mobility...

  • Tax Senior Associate

    2 weeks ago


    Saint Paul, Minnesota, United States Jobot Full time

    Join a prestigious and expanding CPA firm as a Senior Tax ConsultantAbout Us:We are a well-established firm with over 60 years of experience, providing comprehensive accounting, tax, and advisory services to both businesses and individuals. Our commitment to excellence has positioned us as a Top 25 firm in the Minneapolis-St. Paul area, dedicated to helping...


  • Vineuil-Saint-Firmin, Hauts-de-France, United States Charles Schwab Full time

    Position Type: RegularYour opportunity within Investor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group.Schwab Wealth Advisory offers a premier, fee-based, and non-discretionary investment advisory service, fostering personal relationships, specialized assistance, and continuous...


  • Saint Paul, United States Bank of America Full time

    Description : Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement,...


  • Saint Paul, Minnesota, United States Bank of America Full time

    About the RoleMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Registered Wealth Management Client Associate, you will play a critical role in helping clients pursue their financial goals through a personal relationship with their...


  • Saint Paul, Minnesota, United States Jobot Full time

    Join a reputable and expanding CPA firm as a Senior Tax ConsultantAbout Us:We are a distinguished firm providing comprehensive accounting, tax, and advisory services to both individual and business clients. With over six decades of experience, we are recognized as a leading firm in the business community, dedicated to assisting privately held businesses and...


  • Saint Paul, Minnesota, United States Jobot Full time

    Position: Business Services AccountantCompany Overview:At Jobot, we are a leading CPA firm specializing in accounting, tax, and advisory solutions for both businesses and individuals. With a legacy of over 60 years, we have built a reputation as a reliable partner for clients throughout Minnesota and beyond. Our dedicated team is committed to guiding clients...

  • Senior Tax Consultant

    2 weeks ago


    Saint-Bauzille-de-Putois, Occitanie, United States Integrity Placement Group Full time

    Senior Tax Consultant - Advisory ServicesAbout the Company: Integrity Placement Group is a well-established leader in the accounting industry, recognized for its commitment to excellence and client service. With a legacy of over 75 years, our firm is ranked among the top 50 accounting firms, providing a comprehensive suite of services including tax, audit,...


  • Saint Paul, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionSalary: Company OverviewSeleskie Financial is an award-winning, Forbes-recognized wealth management and financial planning firm. Our team of fourteen professionals shares a common vision: to positively impact the lives of our clients and remain deeply committed to their well-being. We specialize in providing expert guidance,...


  • Saint Paul, Minnesota, United States Jobot Full time

    Join a reputable and expanding CPA firm as a Senior Tax ConsultantAbout Us:We are a distinguished firm providing comprehensive accounting, tax, and advisory services to both individual and business clients. With over six decades of expertise and a strong presence in the business community, our team is dedicated to helping clients achieve their financial...


  • Saint-Brieuc, Bretagne, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement Group is a distinguished independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our personalized financial planning through innovative team-based processes that transcend conventional methods. We proudly serve over...

  • Senior Manager

    4 weeks ago


    Saint Louis, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • 2025 Tax Associate

    1 week ago


    Saint Paul, United States Redpath & Company Full time

    Job DescriptionJob DescriptionSalary: Tax AssociateOctober 2025At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth- both personally and professionally.  As a rapidly growing mid-size firm, we are the perfect size to be able...


  • Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...


  • Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...


  • Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Financial Advisor

    4 weeks ago


    St Paul, United States U.S. Bancorp Full time

    As a Financial Advisor in the Wealth Management Advisory Center, you will primarily be responsible with helping emerging affluent clients achieve their financial goals. You will primarily source clients through referrals received through our affiliat Advisor, Financial Advisor, Management, Wealth, Financial, Financial Planning, Banking

  • Senior Manager

    4 weeks ago


    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...