High Net Worth Accounting Professional Wanted

7 days ago


Saint Paul, Minnesota, United States Jobot Full time
Job Description

We are a private accounting firm seeking an experienced Tax Director to join our team. With nearly 40 years of history, we've established ourselves as one of the leading firms in the area.

About Us:

We cater to high net worth clients with complex financial situations, including those with large brokerage accounts and options activity. Our ideal candidate will have experience processing K1 forms, calculating quarterly estimates, and providing exceptional client follow-up services.

Key Responsibilities:

  • Process complicated tax returns and trust documents
  • Manage high net worth clientele with intricate financial portfolios
  • Calculate and manage quarterly estimates for clients
  • Provide outstanding client service and communication

Requirements:

  • Active CPA license
  • Public accounting background with experience in complicated returns and trusts
  • Experience with K1 forms and working with high net worth clients
  • Proficient in calculating quarterly estimates and client follow-up

Salary:

$75,000 - $400,000 per year

Benefits:

This is a unique opportunity to grow into a partnership/ownership role within a strong and financially stable company. We offer a rewarding culture and the chance to work with a local legend in the industry.



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