Tax Advisor
4 weeks ago
Stevens Foster Financial Advisors is seeking a highly skilled Tax Advisor to join our team. As a key member of our tax and planning team, you will be responsible for preparing and reviewing individual, fiduciary, entity, and gift tax returns, as well as generating tax planning strategies for our clients.
Key Responsibilities:
- Prepare and review client individual income, trust, gift, and entity tax returns timely and accurately
- Collaborate with other members of the tax and planning teams on general planning strategies for our clients
- Present or support presentation of complex tax strategies and issues to clients
- Prepare and review quarterly/yearly tax projections
- Collaborate and implement strategic tax planning for all necessary federal and state taxes
- Maintain effective control procedures over all aspects of the tax process
- Find and implement opportunities for process improvement in company tax procedures
- Research, summarize & communicate tax matters, including legislative and tax law changes and developments
- Manage and facilitate IRS/state income tax audits: preparing responses, creating schedules, etc.
Requirements:
- Individual, fiduciary, and estate tax knowledge and understanding
- 3+ years' experience in a tax position or public accountant role
- CPA preferred or desire to obtain
- Knowledge of tax software/tools preferred: BNA, Lacerte, RIA Checkpoint, TaxBook, and MS Office
- Excellent follow-up and follow-through capabilities
- Ability to handle sensitive and/or confidential client information
- Accuracy, reasonable speed, and attention to detail
- Desire and ability to work independently and as part of a team
- Ability to multi-task, manage time effectively and prioritize
Benefits:
- Paid time off
- Voluntary paid time off
- 401(k)
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance (short term disability & long term disability)
- Health savings account
- Flexible spending account
- Dependent care flexible spending account
- Life insurance
- Parental leave
Schedule:
- Monday to Friday
- Hybrid opportunity after 6 months
Experience:
- Tax experience: 3 years (preferred)
-
Tax Consultant
4 weeks ago
Minneapolis, Minnesota, United States Lakeside HR Group Full timeLakeside HR Group is seeking a highly skilled Tax Advisor to join their team. As a Tax Advisor, you will be responsible for preparing and filing tax returns for clients, analyzing financial information and tax laws, and providing tax consulting services.The ideal candidate will have a strong knowledge of tax accounting principles and practices, as well as...
-
Tax Professional
4 weeks ago
Minneapolis, Minnesota, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Tax Senior/ Tax Manager to join our team in the Finance industry. This is a fantastic opportunity to become a part of our fast-paced, growing firm where you can showcase your extensive knowledge in tax planning and compliance.Key ResponsibilitiesManage and maintain relationships with clients while providing...
-
Tax Advisor International
4 weeks ago
Minneapolis, Minnesota, United States Baker Tilly US, LLP Full timeBaker Tilly US, LLP is a leading advisory, tax and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S.As a Tax Associate at Baker Tilly, you will be a value architect delivering tax advisory and compliance services to clients.Key responsibilities include:Providing tax compliance and advisory...
-
Global Tax Director
4 weeks ago
Minneapolis, Minnesota, United States SPS Commerce Full timeWe are seeking a seasoned tax professional to lead our global tax strategy and compliance efforts. As Director, Global Tax, you will be responsible for developing and implementing comprehensive tax strategies aligned with our financial goals and regulatory requirements.Tax Strategy and Planning:Develop and execute global tax strategies to minimize tax...
-
Tax Leadership Position
3 weeks ago
Minneapolis, Minnesota, United States CBIZ Full timeJob SummaryAs a Tax Manager at CBIZ, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills to serve as a trusted advisor to clients. You will demonstrate knowledge of industry trends and identify client issues to provide expert tax guidance.Key ResponsibilitiesProvide tax advisory services...
-
Tax Manager
4 weeks ago
Minneapolis, Minnesota, United States CBIZ Full timeLeadership Role in Tax ManagementCBIZ, a leading provider of financial and employee business services, seeks a seasoned Tax Manager to join our team. As a trusted advisor, you will utilize your technical tax, analytical, operational, management, and client service skills to deliver exceptional results.Key Responsibilities:Serve as a client's trusted advisor,...
-
Tax Director
3 weeks ago
Minneapolis, Minnesota, United States BerganKDV Full timeJob Summary:The Tax Director will be responsible for providing strategic advice to clients, preparing tax returns, and answering questions in a timely manner. This role requires a strong understanding of tax laws and regulations, as well as excellent communication skills.Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction...
-
Senior Tax Manager
4 weeks ago
Minneapolis, Minnesota, United States Baker Tilly Advisory Group, LP Full timeSenior Tax ManagerBaker Tilly Advisory Group, LP is seeking a Senior Tax Manager to join our Commercial M&D team in Minneapolis. As a trusted advisor, you will deliver tax and business advisory services to small business clients, working closely with firm leadership to serve clients and build the business.You will be responsible for overseeing and providing...
-
International Tax Manager
1 month ago
Minneapolis, Minnesota, United States RSM Full timeJob SummaryWe are seeking a highly skilled International Tax Manager to join our team at RSM. As a key member of our ITAX Business practice, you will be responsible for providing expert tax advisory services to our clients, including planning, research, compliance, and general mergers and acquisitions activities.Key ResponsibilitiesServe as a career advisor,...
-
Tax and Office Administrator
1 month ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeJob OverviewStevens Foster Financial Advisors is seeking a highly skilled Tax and Office Administrator to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth day-to-day functioning of our office and providing exceptional support to our clients.Key ResponsibilitiesTax Season SupportManage the preparation and...
-
Accounting & Tax Relationship Manager
4 weeks ago
Minneapolis, Minnesota, United States Red Seat Full timeJob OverviewCSI Accounting & Payroll is seeking a highly skilled Accounting & Tax Relationship Manager to join our team. As a trusted advisor to small business owners, you will help them improve organization, increase profits, and reduce taxes.Key Responsibilities:Manage client relationships and ensure client satisfaction through frequent interactionOversee...
-
Tax Senior Manager
4 weeks ago
Minneapolis, Minnesota, United States Baker Tilly Advisory Group, LP Full timeBaker Tilly Advisory Group, LP is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S.The firm is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148...
-
Nonprofit Tax Manager
4 weeks ago
Minneapolis, Minnesota, United States BDO Full timeJob Summary:The Nonprofit Tax Manager is responsible for providing expert tax advice to clients, evaluating and selecting alternative actions to minimize tax burden and compliance costs, and identifying methods to comply with tax regulations. As the primary client contact for complex non-profit tax issues, the Nonprofit Tax Manager applies knowledge to...
-
Tax Manager
4 weeks ago
Minneapolis, Minnesota, United States Baker Tilly Full timeJob SummaryBaker Tilly is seeking a Tax Manager to join our Real Estate & Construction team in Minneapolis. As a trusted advisor, you will provide tax services to clients, oversee accounting and bookkeeping, and lead client engagements.Key ResponsibilitiesProvide tax services to real estate and construction clients, including accounting and...
-
Senior Financial Planning Specialist
4 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeDeliver Expert Financial Planning ServicesAs a Senior Financial Planning Specialist at Ameriprise Financial, you will play a critical role in delivering high-quality financial planning expertise to our clients. Your primary responsibility will be to assist advisors in analyzing the financial situations of high-net-worth clients and developing strategies to...
-
Financial Planning Assistant
4 weeks ago
Minneapolis, Minnesota, United States Carlson Capital Management Full timeJob SummaryWe are seeking a highly skilled Financial Planning Assistant to join our team at Carlson Capital Management. As a key member of our wealth management team, you will play a critical role in supporting our advisors in delivering exceptional client experiences.Key ResponsibilitiesPrepare and deliver client correspondence via phone, email, and...
-
Senior Financial Analyst
3 weeks ago
Minneapolis, Minnesota, United States Oakwood Capital Full timeAbout Oakwood CapitalA comprehensive financial solutions provider empowering individuals, families, and businesses with tailored advice and support.We offer a holistic approach to financial planning, investment management, tax strategies, and insurance services designed to meet the unique needs of our clients.For small to mid-sized businesses, we serve as a...
-
Senior Financial Analyst
1 month ago
Minneapolis, Minnesota, United States Selby Jennings Full timeKey ResponsibilitiesDevelop and manage complex financial models, including three statement modeling and comparable analyses, to inform investment decisions and drive business growth.Conduct in-depth company and industry research, tracking current market activity and identifying trends that impact our clients' investments.Monitor quarterly earnings for key...
-
Block Advisors Multi-Unit Team Leader 3 Position
4 weeks ago
Minneapolis, Minnesota, United States H&R Block Full timeAbout the Role:We are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for leading and developing a team of associates, delivering exceptional client experiences, and driving growth objectives for multiple offices.Key Responsibilities:Manage office staffing,...
-
Athlete Experience Specialist
1 month ago
Minneapolis, Minnesota, United States Wilson Sporting Goods Full timeAbout UsAt Wilson Sporting Goods, we're passionate about empowering every human to live like an athlete. Our company values include passion, creativity, integrity, teamwork, ambition, innovation, and a commitment to making a positive impact in the world.Job SummaryWe're seeking a highly motivated and customer-focused Athlete Advisor to join our team. As an...