Tax Senior

2 days ago


Saint Paul, Minnesota, United States Jobot Full time
About the Role

We are seeking a highly skilled and experienced Senior Tax Associate to join our elite tax team. As a key member of our team, you will be responsible for guiding high-net-worth individuals and their esteemed enterprises in navigating complex tax landscapes.

Key Responsibilities
  • Deliver comprehensive tax compliance and consultancy services to high-net-worth clients, their private businesses, and investment entities.
  • Conduct in-depth technical reviews of intricate tax returns spanning individual, partnership, S-corp, corp, and state categories.
  • Steer client engagements to ensure risk management, timely billing, and profitability.
  • Cultivate relationships with clients, both internal and external, to drive business growth.
  • Stay up-to-date with the latest tax regulations and best practices, serving as a knowledge hub for the team.
  • Participate in company-driven training, CPE courses, and mentorship initiatives to champion personal and team growth.
  • Lead, guide, and mentor junior team members to ensure their growth aligns with our vision.
Requirements
  • Proven track record in managing client portfolios, budgeting, correspondence, and billing.
  • Demonstrable leadership skills, client-centric approach, sense of urgency, and quality-driven mindset.
  • Proactive, analytical, and highly organized, fostering teamwork and collaboration.
Qualifications
  • Bachelor's degree in Accounting or a related field; a Master's in taxation is a plus.
  • CPA or EA designation is preferred.
  • 5+ years of seasoned experience in tax return review and strategic planning for affluent individuals, their kin, investment vehicles, and private enterprises.

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