Financial Services Director

6 days ago


Melrose, Minnesota, United States Jobot Full time

We are a leading firm in the financial services industry, dedicated to delivering top-tier tax planning, preparation, and filing services. As a key player in the industry, we are seeking a results-driven Tax Manager to join our dynamic team.

About Us

We build lasting relationships with businesses and individuals, providing comprehensive tax support and solutions. Our commitment to excellence drives us to deliver unparalleled service and expertise.

Job Details

This role will involve:

  • Leading the review of Individual, Corporate, Partnership, and various State tax returns, showcasing your proficiency in diverse tax matters.
  • Taking charge of reviewing payroll tax returns and various sales tax returns, ensuring accuracy and compliance.
  • Conducting comprehensive tax research, including complex tax projections and review various compiled financials to provide strategic insights.
  • Collaborating with the Business Management department, addressing client questions, providing projections, ensuring compliance, and contributing to tax strategy development.
Required Skills and Qualifications

To succeed in this role, you will need:

  • A Bachelor's degree in Accounting, coupled with 5-10 years of recent public accounting tax experience.
  • A CPA license or EA certification.
  • Strong communication, organizational, and analytical skills.
  • Proficiency in MS Excel, QuickBooks, and tax software, including RIA Checkpoint or UltraTax.
Benefits

We offer a range of benefits, including:

  • LTD, Medical, Dental, and Vision coverage.
  • Competitive compensation along with performance-based bonuses.
  • An unlimited PTO plan.

The estimated salary for this role is $115,000 per year.



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