Tax Manager

3 hours ago


Saint Paul, Minnesota, United States Jobot Full time
Job Title: Tax Manager

We are seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for managing client portfolios, budgeting, correspondence, and billing. You will also be responsible for delivering compliance and consultancy services to high-net-worth clients, their private businesses, and investment entities.

Key Responsibilities:
  • Manage client portfolios, budgeting, correspondence, and billing
  • Deliver compliance and consultancy services to high-net-worth clients, their private businesses, and investment entities
  • Conduct technical reviews of intricate tax returns spanning individual, partnership, S-corp, corp, and state categories
  • Steer client engagements ensuring risk management, timely billing, and profitability
  • Harness your entrepreneurial spirit to cultivate relationships, both internal and external
  • Stay attuned to the shifting sands of the tax world, being a beacon of knowledge for the team
  • Champion personal and team growth by actively participating in company-driven training, CPE courses, and mentorship initiatives
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
  • Experience managing projects/clients including budgeting, client correspondence, and billing
  • Ability to lead and supervise others, provide exceptional client service, exhibit a sense of urgency and commitment to quality and the timely completion of projects, and strong analytical, teamwork and organizational skills
Education and Experience:
  • Bachelor's degree in accounting or a related field
  • CPA or EA designation is preferred
  • Over 10 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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