Tax Director

1 week ago


Minneapolis, Minnesota, United States BerganKDV Full time
Job Summary:

The Tax Director will lead our tax team in providing proactive strategic advice to clients, preparing returns accurately and efficiently, and answering questions in a timely manner. Our tax department is a fun and dedicated group of professionals who value client service and autonomy. We offer a great work-life balance and the opportunity to work directly with a wide variety of clients.

Key Responsibilities:
  • Reviews and finalizes tax returns for a large volume of tax clients, including individuals, trusts, and businesses.
  • Communicates clearly and concisely with clients on all matters, including delivery of income tax returns.
  • Provides timely and accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients.
  • Maintains accurate lists of returns in CRM, including status, fee, collections, etc.
  • Stays up to date on tax law changes and communicates the effects of the law changes to clients.

Requirements:
  • 4 years of public accounting experience.
  • CPA License.
  • Master's Degree in income taxation preferred.
  • Experience with high-net worth individuals and/or trusts.
  • Experience handling a large volume of returns/clients.

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