Experienced Tax Advisor

2 weeks ago


Saint Paul, Minnesota, United States Jobot Full time
Join a prestigious and expanding CPA firm seeking a talented Tax Senior to enhance our team.

About Us:

We are dedicated to providing comprehensive accounting, tax, and advisory services to both businesses and individuals, empowering them to reach their financial aspirations. With over six decades of expertise and a prominent position in the Minneapolis-St. Paul business landscape, our team comprises skilled CPAs and professionals committed to serving privately held businesses and their stakeholders across the nation.

In this role, you will collaborate with and support accomplished business leaders, ranging from entrepreneurs to family-owned enterprises. Our focus is on building meaningful connections with clients and their families, alongside delivering exceptional financial insights. We offer a dynamic and fulfilling work environment where your skills can make a significant impact on our clients' success.

Why Consider Joining Us?

  • STRONG LEADERSHIP AND STRATEGY
  • Engaging company social events
  • Significant emphasis on Career Development
  • 401(k) matching program
  • Comprehensive dental coverage
  • Employee assistance initiatives
  • Health insurance options
  • Life insurance plans
  • Opportunities for professional advancement
  • Generous paid time off
  • Vision insurance available


Position Overview:

We are in search of a seasoned Senior Tax Associate to play a pivotal role in our distinguished tax team. As a key player in our tax operations, you will guide high-net-worth individuals and their businesses, ensuring compliance while uncovering potential growth avenues.

Key Responsibilities:

  • Provide compliance and advisory services to high-net-worth clients and their associated enterprises.
  • Conduct thorough reviews of complex tax returns, including individual, partnership, S-corp, corporate, and state filings.
  • Manage client engagements to ensure effective risk management, timely billing, and profitability.
  • Leverage your entrepreneurial mindset to foster relationships, both internally and externally.
  • Stay informed about the evolving tax landscape, serving as a knowledgeable resource for the team.
  • Promote personal and team development by engaging in company-sponsored training, CPE courses, and mentorship programs.
  • Mentor and guide junior team members, aligning their growth with our firm’s vision.


Qualifications:

  • Proven experience in managing client portfolios, budgeting, and billing processes.
  • Strong leadership capabilities, client-focused approach, and a commitment to quality.
  • Proactive, analytical, and well-organized, encouraging teamwork and collaboration.


Education and Experience:

  • Bachelor’s degree in Accounting or a related discipline; a Master’s in taxation is advantageous.
  • CPA or EA designation is preferred.
  • 5+ years of substantial experience in tax return review and strategic planning for affluent individuals and their enterprises, covering personal, partnership, and corporate taxation.




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