Tax Sr. Associate, Wealth Advisory Services
1 week ago
At Redpath, you'll be valued for who you are and supported in where you're going. We've created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You'll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our team is proactive in all we do, taking initiative, clearing roadblocks, and staying ahead for our clients and each other. Here, your voice matters, your growth is a priority, and your work drives real impact. We're driven to improve, grow, and deliver excellence together, personally and professionally. This isn't just a job. It's a place to build a career and a community.
Responsibilities:
- Preparing complex Estate, Gift and Trust tax returns.
- Reviewing mid level Estate, Gift and Trust tax returns.
- Reviewing mid level individual income tax returns.
- Providing estate planning and compliance advice to clients.
- Performing/overseeing complex tax research projects.
- Proposing solutions to clients on tax issues and suggesting appropriate trust vehicles.
- Supervising and reviewing work of staff below manager level.
- Fostering client relationships.
- Bachelor's Degree in Accounting
- Active CPA license and/or JD
- 3-5 years of public accounting experience in Estate, Gift & Trust Tax
- Ability to manage and mentor staff
- Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
- Ability to travel on-site to clients as needed
- Live in the greater Minneapolis/St. Paul area
- Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do.
- Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients.
- Positive - We cultivate a solution-oriented culture that embraces change, encourages collaboration, and thrives in the face of challenges.
- Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects.
Areas of service expertise include audit and assurance; personal, business, and international tax; state and local tax; sales and use tax; and succession and estate planning. Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory, including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations.
The firm was founded in 1971. With offices located in St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA and advisory firms in Minnesota.
Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit www.redpathcpas.com.
Redpath and Company offers a comprehensive benefit package, including:
- Medical, Dental, and Vision plans
- HSA and FSA
- Voluntary Long-Term Disability
- Company paid Short-Term Disability
- Paid parenting leave
- 401k plan with company match after 6 months of service
Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.
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