<p>We are looking for an experienced Tax Senior to join our team in Greater Minneapolis - St. Paul area. In this role, you will handle complex tax matters for various entities, ensuring compliance with applicable regulations while providing strategic guidance to clients. This is an excellent opportunity to contribute your expertise in tax preparation and planning within the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Tax Preparation & Review</strong></p><ul><li>Prepare and review advanced tax returns for individuals, partnerships, corporations, estates, and trusts.</li><li>Analyze financial data to ensure accuracy and completeness of all supporting documents.</li><li>Maintain up-to-date knowledge of tax codes and compliance requirements.</li><li>Proactively identify opportunities for tax savings, credits, and deferrals.</li><li>Provide assistance to the internal team during busy tax periods to ensure timely filing.</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Work with clients to gather required documents and clarify any details for tax filings.</li><li>Communicate complex tax issues in a clear and accessible manner.</li><li>Participate in client meetings to review filings, planning strategies, and offer recommendations.</li><li>Identify prospective clients and assist with onboarding as appropriate.</li></ul><p><strong>Collaboration & Team Support</strong></p><ul><li>Collaborate closely with tax team members to deliver consistent, high-quality service.</li><li>Review work prepared by other team members, providing feedback and guidance.</li><li>Work with other internal teams to ensure seamless client service.</li><li>Help identify clients’ additional service needs.</li><li>Assist in developing internal tax policies, procedures, and training initiatives.</li></ul>
<p>We are looking for an experienced Controller to join a fast-growing organization in the West Metro. In this role, you will oversee key aspects of financial operations, ensuring accuracy and compliance in accounting processes. This position offers an opportunity to collaborate across departments and contribute to the development of efficient financial systems.</p><p><br></p><p>This opportunity comes with full benefits including medical, dental/vision, life insurance, PTO, discretionary bonus, hybrid work schedule, and much more!</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p>
