<p>A highly regarded wealth management firm based in the Twin Cities is seeking a skilled and motivated Tax Manager with experience in Accounting and Tax, particularly focusing on High Net Worth Individuals and Business Owners. This permanent position offers a unique opportunity to thrive professionally in a dynamic, fast-paced environment.</p><p><strong>Key Highlights:</strong></p><p><strong> </strong></p><p><strong>Fast-Paced, Entrepreneurial Client Base:</strong> Collaborate with an entrepreneurial and dynamic client portfolio that values innovation and growth.</p><p><strong>Professional Collaboration:</strong> Engage with investment professionals, business experts, and principals to provide sophisticated solutions.</p><p><strong>Integrity and Professional Growth:</strong> Join an organization committed to integrity, professionalism, and rewarding independent thinking and strong business judgment.</p><p><strong> </strong></p><p><strong>Summary of Responsibilities:</strong></p><p>Streamline service delivery for client needs while maintaining responsiveness and efficiency.</p><p>Oversee tax and accounting processes for individual, partnership, and trust entities, alongside the business unit.</p><p>Perform in-depth research and analysis to address complex tax inquiries and financial planning challenges.</p><p>Collect and evaluate annual tax documentation, including tracking charitable contributions, deductible interest, and Schedule C income/expenses.</p><p>Prepare quarterly portfolio review reports reflecting comprehensive analytics.</p><p>Manage treasury operations for client entities and ensure proper accountability.</p><p>Coordinate property and casualty insurance renewals.</p><p>Foster relationships with external advisors such as tax professionals, estate attorneys, bankers, investment counselors, and insurance brokers.</p><p>Contribute with a "no task too big or too small" mindset on ad hoc projects.</p><p><strong>Qualifications:</strong></p><p> </p><p><strong>Experience:</strong> 5–8 years of combined experience in public accounting and/or the financial services sector.</p><p><strong>Education:</strong> Bachelor’s degree in Accounting, Finance, or related field (CPA certification considered a plus).</p><p><strong>Technical Knowledge:</strong> Expertise in individual, trust, and entity taxation is preferred, with strong analytical and critical thinking skills to navigate complex financial matters.</p><p><strong>Soft Skills:</strong> Demonstrated ability for effective time management, resourcefulness, independence, discipline, and problem resolution under tight deadlines.</p><p><strong>Characteristics:</strong> Must showcase initiative, professionalism, detail orientation, and strong interpersonal abilities to thrive in varied relationships and situations.</p><p> </p><p>This role presents an exceptional chance to enhance your career with a firm that values smart thinking, integrity, and professional accountability.</p><p><strong>Next Steps:</strong></p><p> Interested applicants should apply through the provided link or contact Douglas Rickart at 612-249-0330 or message on LinkedIn for confidential consideration.</p><p><br></p>
We are looking for a skilled and experienced Tax Manager to join our team in the Northwest Suburbs. This role is ideal for someone who is detail-oriented, thrives in a collaborative environment, and is passionate about delivering exceptional tax and accounting services. As part of our team, you will play a key role in assisting clients with tax planning and compliance, ensuring accuracy and timeliness in financial reporting. <br> Responsibilities: Handle the preparation and review of advanced tax filings across business entities, individuals, and trusts, ensuring accuracy and completeness. Build trusted client relationships by offering clear guidance and consistently high-quality service. Analyze nuanced tax questions and present practical recommendations to both clients and internal leadership. Partner with senior team members on assurance engagements to support thorough, well-executed deliverables. Lead annual tax provision work and monitor compliance with applicable reporting requirements. Leverage professional tax and workflow software to enhance accuracy, organization, and productivity. Coordinate multiple concurrent assignments, balancing timelines while upholding strong quality standards. Contribute to outreach and growth efforts aimed at attracting new business. Mentor entry level team members through coaching, training, and day-to-day support. Adhere to professional guidelines and regulatory expectations in all work performed.
<p><strong>Tax Manager</strong></p><p>We are seeking an experienced and adaptable <strong>Tax Manager</strong> to join a collaborative tax group supporting a diverse mix of clients, including family-owned businesses, trusts, and investment entities. This is an excellent opportunity to join a team of seasoned tax professionals in a stable and challenging environment, with competitive compensation and a comprehensive benefits package.</p><p><strong>Position Summary:</strong></p><p>The Tax Manager is responsible for managing the tax compliance workflow, mentoring and reviewing the work of tax staff, and serving as the primary point of contact for assigned clients. This position oversees the preparation and review of federal, state, and local income tax workpapers and returns, manages complex tax planning projects, conducts technical tax research, and prepares research memoranda. The role requires regular interaction with senior management.</p>
