Tax Manager
6 days ago
Company Overview
Schwan Financial Group is a leading financial services company that provides expert portfolio management, estate planning, insurance, and tax planning services to clients across the country.
Job Summary
We are seeking a highly skilled Tax Manager to join our team in Aberdeen, SD. As a Tax Manager, you will play a key role in managing tax planning, compliance, and reporting for our clients. You will also lead and develop a team of tax professionals, providing guidance, training, and mentorship to ensure their growth and success.
Responsibilities
- Manage Tax Planning and Compliance
- Develop and implement tax planning strategies to minimize clients' tax liabilities
- Ensure compliance with all relevant tax laws and regulations
- Lead and Develop Tax Team
- Lead a team of tax professionals in managing tax engagements
- Provide guidance, training, and mentorship to team members
- Provide Strategic Tax Advice
- Provide strategic tax planning advice to clients
- Identify opportunities for tax savings and efficiency
- Stay Up-to-Date with Tax Laws and Regulations
- Stay current with changes in tax laws and regulations
- Ensure the firm and its clients remain compliant
- Build and Maintain Client Relationships
- Build and maintain strong relationships with clients
- Serve as a trusted advisor on all tax-related matters
Requirements
- CPA certification required
- Bachelor's degree in accounting, finance, or related field - Master's preferred
- Minimum of 3-5 years' experience in tax accounting
- Experience in managing and leading a team of tax professionals
- Strong analytical and problem-solving skills
- Excellent verbal and written communication skills
- Strong work ethic, accountability, and professionalism
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