Tax Manager

6 days ago


Bismarck, North Dakota, United States Schwan Financial Group Full time
Job Opportunity

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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