Tax Director for Wealth Advisory Services
23 hours ago
At Redpath and Company, we're dedicated to fostering a culture that values every employee and promotes flexibility, creativity, and growth. As a rapidly growing mid-size firm, we offer incredible upward mobility and career opportunities while maintaining our close-knit, people-first culture.
About the RoleWe're seeking a highly skilled Tax Director to join our Wealth Advisory Services team. This role will work closely with our Wealth Advisory Services leader to provide consulting and compliance services for individuals, business owners, and high net worth families as they develop, implement, and administer complex estate and gift planning.
Key Responsibilities- Review and prepare Estate, Gift, and Trust tax returns
- Provide estate planning and compliance advising to clients
- Perform and oversee complex tax research projects
- Propose solutions to clients on tax issues and suggest appropriate trust vehicles
- Supervise and review the work of staff below Director level
- Foster strong client relationships
- Bachelor's Degree in Accounting
- Active CPA license and/or JD
- At least 8 years of public accounting experience in Estate, Gift, Trust, and Individual tax
- Ability to manage and mentor staff
- Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
- Excellent communication skills
We're a certified public accounting firm that helps clients make informed decisions that contribute to their financial well-being. Our firm values caring, commitment, continuous improvement, confidence, and connection. We're a member of HLB International, a global network of independent advisory and accounting firms.
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White Bear Lake, Minnesota, United States Redpath CPAs Full time{"h1": "Join Our Team as a Business Tax Specialist", "p": "At Redpath CPAs, we believe in the power of our people. Our unique culture values every employee, promoting flexibility, creativity, and growth - both personally and professionally. As a rapidly growing firm, we offer incredible upward mobility and career opportunities while maintaining our...
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