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Wealth Advisory Services, Tax Director

4 months 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 incredible upward mobility and career opportunities while maintaining our close-knit, people-first culture. Voted a 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 Director to join our Wealth Advisory Services team. This role will work closely with the Wealth Advisory Services leader to provide consulting and compliance services for individuals, business owners, and high net worth families as they develop, implement, and administer complex estate and gift planning. We will take a vested interest in your personal and professional development -- come grow your career with us

 

As Tax Director, Wealth Advisory Services, you will: 


  • Review Estate, Gift, and Trust tax returns
  • Provide estate planning and compliance advising to clients
  • Perform/oversee complex tax research projects
  • Propose solutions to clients on tax issues and suggest appropriate trust vehicles
  • Supervise and review work of staff below Director level
  • Foster client relationships


The successful candidate must have:


  • Bachelor’s Degree in Accounting
  • Active CPA license and/or JD
  • At least 8 years of public accounting experience in Estate, Gift, Trust, and Individual tax 
  • Ability to manage and mentor staff
  • Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
  • Excellent communication skills


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.