<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.
We are offering an exciting opportunity for a Tax Manager in the public sector. The role is based in White Bear Lake, Minnesota, and involves working in a CPA firm with multiple locations. The primary focus will be on managing tax functions for privately held clients. <br><br>Responsibilities: <br>• Oversee the preparation and review of complex tax returns<br>• Manage corporate tax returns in adherence to federal and state regulations<br>• Coordinate the preparation and submission of federal tax returns<br>• Implement strategies to manage federal taxes effectively<br>• Work towards maintaining a balance between work duties and personal life<br>• Monitor and ensure low chargeable hours<br>• Facilitate growth within the team and firm<br>• Maintain regular communication with clients and provide excellent customer service<br>• Stay updated with tax laws and regulations to provide accurate advice to clients<br>• Work towards improving the quality of life within the team and firm.
We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns.<br><br>Responsibilities: <br><br>• Manage multiple client engagements simultaneously, ensuring the overall success of each project<br>• Foster and maintain relationships with executives across various family offices<br>• Prepare and review Trust Tax Returns and Estate Tax Returns<br>• Utilize strong trust accounting skills to maintain accuracy and efficiency<br>• Directly manage, develop, train, and mentor team members on projects and assess performance for engagements<br>• Supervise and review team members' work for accuracy and compliance with professional standards<br>• Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s<br>• Review Real Estate partnerships and apply tax code to unique circumstances<br>• Read, understand, and apply directions contained in trust documents prepared by others<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Participate in firm-wide initiatives including recruitment<br>• Work with partners on proposals and business development.
We are looking for an experienced Tax Manager to join our team on a long-term contract basis in Minneapolis, Minnesota. This role offers an exciting opportunity to lead critical tax-related functions within a dynamic service industry environment. The ideal candidate will bring a strong background in tax compliance, provision processes, and audit resolution, paired with a passion for driving efficiency and ensuring regulatory compliance.<br><br>Responsibilities:<br>• Manage the preparation, review, and filing of U.S. direct and indirect tax returns, including estimated payments and extensions, ensuring accuracy and adherence to deadlines.<br>• Supervise quarterly and annual income tax provision processes, including calculations, documentation, reconciliations, and ASC 740 disclosures.<br>• Lead efforts to address domestic tax audits, notices, and inquiries from tax authorities, ensuring prompt and effective resolution.<br>• Analyze changes in tax laws and regulations, communicate potential impacts to leadership, and recommend necessary policy adjustments.<br>• Identify opportunities for U.S. tax incentives and credits while evaluating and improving tax-related processes and internal controls.<br>• Collaborate with internal teams and external partners to streamline tax operations and maintain compliance across all areas.<br>• Prepare detailed reports and memos to document tax processes and decisions.<br>• Guide and mentor entry level staff, fostering development and ensuring high performance within the tax team.<br>• Utilize tools such as CCH ProSystem Fx, CCH Sales Tax, and Thomson Reuters ONESOURCE to manage tax compliance and reporting effectively.
