Private Wealth Tax Director Leadership Position

2 days ago


Minneapolis, Minnesota, United States Baker Tilly Full time
About the Role

Baker Tilly is seeking an experienced Private Wealth Tax Director to join their team. As a trusted advisor, you will work closely with clients to deliver industry-focused tax advisory and compliance services.

Responsibilities
  • Provide federal tax compliance and consulting services to middle market and multinational clients.
  • Lead client relationships on day-to-day tax matters, including tax planning and controversy resolution.
  • Consult on technical matters and special projects in corporate and flow-through taxation.
Requirements
  • Bachelor's degree in accounting or law; master's or advanced degree desirable.
  • CPA, JD, or EA required.
  • Eight years of experience providing federal tax compliance and consulting services.
  • Five years of supervisory experience.

This role offers opportunities for professional growth and development, with a focus on building strong relationships internally and externally.



  • Minneapolis, Minnesota, United States Baker Tilly Full time

    About the OpportunityWe are seeking a highly skilled Tax Director to join our team in US Private Wealth. This is an exceptional opportunity for a seasoned tax professional to work with top clients, drive business growth, and develop their leadership skills.


  • Minneapolis, Minnesota, United States Baker Tilly Full time

    Baker Tilly 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. and in many of the world's leading financial centers.We are seeking a Private Wealth Tax Director to join our team of industry-focused professionals. As a key member of our advisory group, you will...


  • Minneapolis, Minnesota, United States U.S. Bank Full time

    About the RoleThis PWM Client Services Team Associate position plays a vital role in supporting Private Wealth Management clients, providing top-notch service, and ensuring seamless transactions. If you're passionate about delivering exceptional client experiences, this might be the perfect fit for you.


  • Minneapolis, Minnesota, United States U.S. Bank Full time

    We're seeking a highly motivated and detail-oriented individual to join our team as a Private Wealth Management Support Specialist. In this role, you'll play a critical part in ensuring the seamless delivery of our Private Wealth Management services to our clients.ResponsibilitiesClient Onboarding: You'll be responsible for facilitating the onboarding...


  • Minneapolis, Minnesota, United States U.S. Bank Full time

    We're looking for a skilled Private Wealth Management Support Associate to join our team. In this role, you'll provide top-notch service and support to clients, working closely with Wealth Management, Trust, Banking, or Investment teams. As the primary point of contact, you'll handle daily client calls, transactions, and problem resolution, escalating issues...


  • Minneapolis, Minnesota, United States Jobot Full time

    Job Overview:We are a public accounting practice seeking a highly skilled tax professional to lead our team. The ideal candidate will possess strong leadership skills and be certified as a CPA.Key Responsibilities:This leadership position involves overseeing tax returns and other tax-related functions. You will work closely with colleagues to ensure...


  • Minneapolis, Minnesota, United States Jobot Full time

    Company OverviewWe're a wealth management firm that believes in taking care of its people and clients. Our strong culture provides a supportive environment for growth and development.Salary$90,000 - $150,000 per year, with 10-15% annual raises and generous bonuses.Job DescriptionWe're seeking an experienced Tax Senior/ Tax Manager to join our team in the...


  • Minneapolis, Minnesota, United States U.S. Bank Full time

    About the OpportunityAs a PWM Client Services Team Associate with U.S. Bank, you will have the opportunity to develop your skills and advance your career in a dynamic and supportive environment. We offer a competitive salary range of $23.46 - $34.38 per hour, depending on location and experience, as well as a comprehensive benefits package that includes...


  • Minneapolis, Minnesota, United States StevenDouglas Full time

    About the RoleThe successful candidate will have a strong background in investment consulting and high net worth wealth planning, with a proven track record of consistent business development. As a Senior Investment Director, you will be responsible for leading client engagements and delivering effective investment advice. You will also be expected to grow...


  • Minneapolis, Minnesota, United States StevenDouglas Full time

    Role OverviewWe are seeking a highly experienced Senior Investment Director to join our team in the Midwest. This is a fantastic opportunity for a seasoned professional to take on a leadership role and drive growth in our wealth management practice.


  • Minneapolis, Minnesota, United States Summit Academy O I C Full time

    Job OverviewThe Director of Human Resources at Summit Academy OIC plays a pivotal role in leading all core human resources functions within our organization. As the key HR strategist, this individual will be responsible for fostering a high-performing organization, driving employee engagement, and cultivating an organizational culture that embodies our core...


  • Minneapolis, Minnesota, United States Macphail Center for Music Full time

    Job Title: Director of Music Education LeadershipThe MacPhail Center for Music is seeking a highly skilled and experienced Director of Music Education Leadership to join our team. As a key member of our senior leadership team, you will be responsible for developing and implementing strategies to enhance the quality and impact of our music education programs....


  • Minneapolis, Minnesota, United States U.S. Bank Full time

    Role OverviewThe Private Wealth Advisor (PWA) is responsible for helping clients identify and achieve their financial objectives. You will act as a conduit for Private Wealth Management's strategic partners in the region and be responsible for growth through internal and external sales and development of new client relationships within PWM. A team of...


  • Minneapolis, Minnesota, United States Truity Partners Full time

    About Truity PartnersTruity Partners is a leading provider of sales solutions in the greater Minneapolis area. Our team specializes in delivering world-class service to our clients, with a focus on building long-term relationships and driving growth through innovative sales strategies.Job DescriptionWe are seeking an experienced Sales Leadership Director to...


  • Minneapolis, Minnesota, United States KE Camps Full time

    **Summer Employment Opportunity**KE Camps is seeking motivated and dedicated individuals to fill the role of Summer Day Camp Counselor Intern. This position offers hands-on leadership experience, networking opportunities, and the chance to build critical skills sought after by employers.As a Camp Counselor, you will work closely with a group of campers,...


  • Minneapolis, Minnesota, United States CX Institutional LLC Full time

    Job SummaryCX Institutional LLC is seeking a skilled Wealth Management Associate to provide high-quality support to our clients. As a Wealth Management Associate, you will be responsible for building strong relationships with clients and delivering tailored solutions to meet their financial needs.Compensation: $70,000 - $90,000 per year, depending on...


  • Minneapolis, Minnesota, United States Shake Shack Full time

    Company OverviewShake Shack is a renowned hospitality brand committed to high-quality food and exceptional customer service. Our mission is to Stand For Something Good in all that we do, from our teams to our neighborhoods. We prioritize building strong relationships with our guests, employees, and communities.Salary InformationThe starting hourly rate for...


  • Minneapolis, Minnesota, United States Multicultural Care Center LLC Full time

    Job Title:Program Director About Multicultural Care Center LLC:Multicultural Care Center LLC is a reputable organization committed to providing quality services in the field of health and human services. Our team of professionals strives to make a positive impact on our clients' lives, and we are now seeking a dedicated individual to join our leadership...


  • Minneapolis, Minnesota, United States TMC Full time

    About UsTMC is a leading therapy provider dedicated to delivering exceptional patient care and outcomes. We are committed to creating a culture of caring and fostering growth opportunities for our team members.SalaryThe estimated annual salary for this position ranges from $75,000 to $100,000, depending on experience and qualifications.Job SummaryWe seek a...


  • Minneapolis, Minnesota, United States U.S. Bank Full time

    About U.S. BankWe strive to create a diverse workforce and offer a wide range of opportunities for career growth and development. Our commitment to excellence is reflected in our dedication to delivering exceptional customer experiences.Job ResponsibilitiesIn this role, you will serve as a vital link between Wealth Management, Trust, Banking, or Investment...