Senior Associate in Wealth Advisory Services

2 weeks ago


White Bear Lake, Minnesota, United States Redpath & Company Full time
Position Overview

Salary: Competitive compensation based on experience.

At Redpath and Company, we pride ourselves on our exceptional team. Our culture is built on valuing each employee, fostering flexibility, creativity, and growth—both personally and professionally. As a thriving mid-sized firm, we offer ample opportunities for career advancement while maintaining a close-knit, people-first environment. Recognized as a Top 150 Workplace by Star Tribune, our employees affirm that Redpath is a great place to work.

We are currently seeking a Tax Senior Associate to enhance our Wealth Advisory Services division. This role is pivotal in supporting our growth and will focus on your professional development—come advance your career with us.

Key Responsibilities:

  • Preparation of intricate Estate, Gift, and Trust tax returns.
  • Review of mid-level Estate, Gift, and Trust tax returns.
  • Review of mid-level individual income tax returns.
  • Providing estate planning and compliance guidance to clients.
  • Conducting and overseeing complex tax research initiatives.
  • Proposing effective solutions to clients regarding tax matters and recommending suitable trust vehicles.
  • Supervising and reviewing the work of junior staff.
  • Building and nurturing client relationships.

Qualifications:

  • Bachelor's Degree in Accounting.
  • Active CPA license and/or JD.
  • 3-5 years of experience in public accounting, specifically in Estate, Gift & Trust Tax.
  • Proven ability to manage and mentor junior staff.
  • Advanced understanding of tax concepts and their application to diverse client scenarios.
  • Residing in the greater Minneapolis/St. Paul area.

About Redpath and Company:

  • Caring: Our clients and colleagues must feel our genuine care.
  • Committed: We are dedicated to our firm, its vision, clients, and colleagues.
  • Continuously Improving: We strive to enhance our skills and services.
  • Confident: We believe in ourselves, our colleagues, and our firm.
  • Connected: We maintain awareness of our surroundings and foster relationships.

Redpath and Company empowers clients to make informed financial decisions through proactive, innovative, and value-driven accounting services for closely-held businesses, government entities, and non-profit organizations. Established in 1971, our firm operates in the Minneapolis/St. Paul metro area with over 200 employees and is a proud member of HLB International, a global network of independent advisory and accounting firms.

Equal Opportunity Employer: Redpath and Company is an equal opportunity employer and utilizes E-Verify to confirm the identity and employment eligibility of all new hires.



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