Taxation Senior Associate
2 weeks ago
About Us:
We offer comprehensive accounting, tax, and advisory services to both businesses and individuals, empowering them to meet their financial aspirations and enjoy what matters most in life. With over 60 years of expertise and active participation as a Top 25 firm in the Minneapolis-St. Paul business landscape, our team of CPAs and professionals is dedicated to serving the needs of privately held businesses, their owners, management teams, and shareholders across the United States.
In this role, you will engage with and support successful business leaders, ranging from entrepreneurs to family-owned enterprises. Our focus is on building connections with people and their families, as much as it is about the numbers. We provide a dynamic and rewarding environment where you can leverage your skills and expertise to help our clients thrive.
Why Consider This Opportunity?
- STRONG LEADERSHIP AND STRATEGY
- Engaging company social events
- Significant emphasis on Career Development
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Vision insurance
Position Overview:
We are seeking a seasoned Senior Tax Associate to be a cornerstone of our distinguished tax team. As a key player in our tax operations, you will guide high-net-worth individuals and their associated enterprises. Your expertise will influence their financial strategies, ensuring compliance while uncovering growth avenues.
Key Responsibilities:
- Provide compliance and advisory services to high-net-worth clients, their private businesses, and investment entities.
- Conduct thorough reviews of complex tax returns across individual, partnership, S-corp, corporate, and state categories.
- Manage client engagements, ensuring risk management, timely billing, and profitability.
- Utilize 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-driven training, CPE courses, and mentorship programs.
- Lead, guide, and mentor the future talent of our firm, ensuring their growth aligns with our vision.
Qualifications:
- Proven experience in managing client portfolios, budgeting, correspondence, and billing.
- Strong leadership capabilities, client-focused approach, sense of urgency, and commitment to quality.
- Proactive, analytical, and highly organized, encouraging teamwork and collaboration.
Education | Experience:
- Bachelor's degree in Accounting or a related field; 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, their families, investment vehicles, and private enterprises, including expertise in personal, partnership, and corporate taxation.
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