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19 results for Tax Services Director in Minnetonka, MN

Director of Tax Planning

Minneapolis, MN
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
We are looking for a strategic tax leader to help establish and expand a new tax planning function serving independent financial professionals and their clients in Minneapolis Minnesota. This role offers the chance to shape service offerings, provide advanced planning insight, and influence how tax guidance is delivered within a growing financial services environment. The ideal candidate brings strong technical tax knowledge, a consultative mindset, and enthusiasm for building practical, scalable solutions that support advisors, business owners, retirees, and high-net-worth individuals. Responsibilities:• Design and refine forward-looking tax planning services that help financial professionals deliver more comprehensive guidance to their clients.• Analyze sophisticated individual and business tax matters, identifying planning considerations and practical recommendations tailored to each situation.• Oversee the preparation and review of personal and business income tax filings with a strong emphasis on accuracy, compliance, and advisory value.• Support clients and advisors during tax authority inquiries, examinations, and notice resolution at the federal and state levels.• Advise on planning opportunities related to retirement distributions, annuity income, investment activity, business transitions, and succession strategies.• Collaborate with financial advisors before client recommendations are finalized to ensure tax implications are thoroughly evaluated.• Develop educational materials and lead webinars, presentations, and training sessions that strengthen tax knowledge across the advisor network.• Create efficient workflows and scalable operating practices by incorporating technology, automation, and AI-enabled tools where appropriate.• Contribute to the strategic direction and long-term growth of the tax planning division as services and demand continue to expand.
2026-07-24T00:00:00Z

Senior Director of Tax

Minneapolis, MN
onsite
Permanent / Full Time
200000 - 270000 USD / Yearly
We are looking for an accomplished tax leader to guide tax strategy and oversight across a sophisticated investment platform based in Twin Cities, Minnesota. This role serves as a key advisor on transaction matters, fund structures, and investor considerations while working closely with Finance, Legal, Investments, Client Service, and external specialists. The ideal candidate brings strong technical depth, sound judgment, and the ability to translate complex tax matters into practical guidance for internal teams and clients. Responsibilities:• Direct tax analysis for investment activity across private equity, private credit, venture capital, and related investment structures, ensuring issues are addressed early in the deal process.• Develop tax-efficient approaches for domestic taxable investors, tax-exempt entities, and international investors while balancing business objectives and regulatory considerations.• Collaborate with legal partners on the review and negotiation of fund, financing, subscription, and side agreement documentation to address tax implications and protect stakeholder interests.• Prepare and maintain clear written support for tax positions, including memoranda, technical analyses, and internal guidance that outline assumptions, conclusions, and risk considerations.• Oversee federal, state, and international tax compliance for funds and related entities, including estimates, return review, and distribution planning.• Advise investment professionals on the tax impact of acquisitions, restructurings, exits, and other liquidity events to support informed decision-making.• Monitor legislative and regulatory developments and communicate relevant changes to clients, leadership, and internal teams in a practical and timely manner.• Support tax audits and inquiries by developing response strategies, defending positions taken on filings, and coordinating with federal, state, local, and foreign tax authorities as needed.• Provide high-quality client support through ongoing communication regarding taxable income expectations, annual reporting deliverables, and tax matters affecting investment vehicles.• Lead the tax function by setting priorities, guiding team and external service providers, and strengthening processes to deliver accurate work in a deadline-driven environment.
2026-07-24T00:00:00Z

Director of Accounting

Minneapolis, MN
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Our client is looking for a Controller/Director of Accounting with 10+ years of experience, CPA or CMA required, Bachelors in Accounting, and experience with SAP preferred. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.
2026-07-13T00:00:00Z

Director of Accounting

Eden Prairie, MN
onsite
Permanent / Full Time
145000 - 165000 USD / Yearly
We are looking for an experienced Director of Accounting to lead complex technical accounting matters for a dynamic organization.This role is ideal for an individual who can evaluate intricate transactions, develop well-supported accounting positions, and communicate recommendations clearly to senior leaders. The successful candidate will bring strong knowledge of U.S. accounting standards, sound judgment, and the ability to manage high-impact projects independently while collaborating across functions. This opportunity comes with medical, dental/vision, discretionary bonus, PTO, short/long term disability, and more.
2026-08-04T00:00:00Z

Tax Manager - Public

Minneapolis, MN
onsite
Permanent / Full Time
65000 - 95000 USD / Yearly
We are looking for a Tax Manager to join a client-focused team in Bloomington, Minnesota. This role blends tax oversight, accounting review, and relationship management to support a diverse portfolio of business and individual clients. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to keep multiple engagements moving efficiently while maintaining high service standards. Responsibilities:• Direct accounting activities for assigned clients, ensuring records, reconciliations, and deliverables are completed accurately and on schedule.• Evaluate monthly financial reports and related statements, identifying discrepancies, trends, and areas that require follow-up.• Manage engagement timelines and service expectations while keeping clients informed about required documentation, milestones, and upcoming deadlines.• Review financial activity to uncover reporting issues, resolve account concerns, and recommend practical improvements to clients and internal teams.• Guide new client implementations by helping establish workflows, configuring processes, and supporting early-stage account management needs.• Contribute to the preparation and review of business and individual tax returns, helping maintain quality and compliance across filings.• Coordinate tax calendars and related workstreams to ensure submissions, planning activities, and client responses are completed within required timeframes.• Address tax notices and other correspondence by gathering information, preparing responses, and following matters through resolution.• Support improvements to accounting and tax technology by assisting with software updates, working with external vendors, and identifying ways to strengthen reporting efficiency.• Assist with special assignments such as cash flow reviews, forecasting support, and other client service or operational projects as needed.
2026-07-13T00:00:00Z

Tax Manager - Public

Maple Grove, MN
onsite
Permanent / Full Time
80000 - 140000 USD / Yearly
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. 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.
2026-07-24T00:00:00Z

Tax Manager - Public

Saint Paul, MN
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
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. Responsibilities: • Manage multiple client engagements simultaneously, ensuring the overall success of each project • Foster and maintain relationships with executives across various family offices • Prepare and review Trust Tax Returns and Estate Tax Returns • Utilize strong trust accounting skills to maintain accuracy and efficiency • Directly manage, develop, train, and mentor team members on projects and assess performance for engagements • Supervise and review team members' work for accuracy and compliance with professional standards • Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s • Review Real Estate partnerships and apply tax code to unique circumstances • Read, understand, and apply directions contained in trust documents prepared by others • Maintain active communication with clients to manage expectations and ensure satisfaction • Participate in firm-wide initiatives including recruitment • Work with partners on proposals and business development.
2026-07-17T00:00:00Z

Tax Manager - Public

Minneapolis, MN
onsite
Permanent / Full Time
110000 - 135000 USD / Yearly
We are offering an exciting opportunity for a Tax Manager - Public in Golden Valley, Minnesota, 55427, United States. This role involves managing multiple high-level tax engagements, formulating and delivering innovative tax planning, and providing client service. You will be identifying and capitalizing on business opportunities, working with staff to ensure tax returns are completed correctly, and performing research on tax topics. Responsibilities: • Manage multiple high level tax engagements ensuring effective execution and delivery • Develop and implement innovative tax planning strategies • Provide exceptional client service and foster business opportunities within our current client base • Work collaboratively with staff to ensure individual and business tax returns are completed correctly and timely • Analyze tax situations from various perspectives to apply the maximum tax benefit • Conduct research on various tax topics and draw conclusions • Lead, develop and mentor team members to enhance their skills • Work with high level clients and review tax returns for accuracy • Participate in business development and community involvement activities • Understand the mindset of a business owner with entrepreneurial spirit • Deliver exceptional customer service to our clients • Participate in coaching employees and career development • Stay up-to-date on the ever-changing tax industry’s regulations and policies.
2026-07-24T00:00:00Z

Tax Manager - Public

Waconia, MN
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
We are looking for an experienced Tax Manager. This role is ideal for a tax specialist who can oversee complex compliance work, provide practical guidance to clients, and support a growing portfolio of business and individual accounts. The position also offers the opportunity to coach team members, strengthen client partnerships, and contribute to the continued expansion of the practice.
2026-07-24T00:00:00Z

Projects Tax Lawyer

Minneapolis, MN
onsite
Permanent / Full Time
180000 - 240000 USD / Yearly
Our client is seeking an associate to work closely with senior associates and partners, providing critical tax counsel to project developers, lenders, and investors on cutting-edge deals involving solar, wind, geothermal, battery storage, carbon capture, green hydrogen, and similar projects. This is a fantastic opportunity to gain deep exposure to rapidly evolving federal tax law and contribute to the biggest developments shaping the future of energy alongside leading practitioners in the field. Responsibilities:• Advise clients on tax-related aspects of renewable energy projects, including solar, wind, and geothermal developments.• Collaborate with senior associates and partners to structure and execute tax-efficient project financing strategies.• Conduct in-depth research on federal tax laws and renewable energy incentives, including tax credits under the Inflation Reduction Act.• Assist with partnership taxation matters and provide guidance on complex financial structures.• Review and draft tax-related documentation for project developers, lenders, and investors.• Support transactions involving renewable energy technologies such as carbon capture, green hydrogen, and electric transmission.• Stay updated on emerging trends and legislative developments in the renewable energy sector.• Contribute to the resolution of tax issues in collaboration with cross-functional legal teams.• Participate in client meetings to provide insights and recommendations on tax strategies.• Ensure compliance with all applicable federal tax regulations and guidelines.
2026-07-17T00:00:00Z

Director of Finance and Treasury

Minneapolis, MN
onsite
Permanent / Full Time
160000 - 200000 USD / Yearly
We are looking for an accomplished finance leader to serve as a key partner to executive leadership within a privately held manufacturing company. This position will guide both finance and treasury operations, helping shape financial strategy, strengthen reporting, and support sound decision-making across the business. The role also provides leadership to a small team and offers the opportunity to influence planning, performance, and long-term growth. Responsibilities: • Direct the organization’s finance and treasury activities, ensuring strong oversight of cash management, liquidity planning, and overall financial health. • Lead the annual budgeting cycle and support ongoing forecasting efforts to align operating plans with business objectives. • Oversee the month-end close process and maintain accurate, timely financial reporting for leadership review. • Develop and refine budget processes, controls, and reporting practices to improve visibility into business performance. • Prepare and analyze cash flow forecasts to support funding needs, working capital management, and strategic planning. • Provide leadership and mentorship to a finance team of 3 to 5 employees, promoting accountability and focused development. • Partner with senior leaders on strategic initiatives, including financial evaluation related to mergers, acquisitions, or other growth opportunities. • Use tools such as Microsoft Power BI to enhance reporting, create dashboards, and deliver actionable financial insights.
2026-08-05T00:00:00Z

Tax Staff - Public

Minneapolis, MN
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Our client is a small CPA firm that is seeking a Tax Staff - Public to join our team, based near Bloomington, Minnesota,. In this role, you will have the opportunity to work closely with partners and clients in the public accounting sector, with a focus on tax consultation. This role will involve coordinating and implementing client service plans, proofing products, reviewing presentations, and presenting completed projects. Responsibilities:• Engage in direct communication with partners and clients• Take responsibility for a designated group of clients, ensuring their needs are met• Coordinate and implement client service plans to provide high-quality service• Review and proof products and presentations to ensure accuracy and completeness• Present completed projects to clients or partners, providing clear and concise explanations• Develop proficiency in tax consultation through continuous learning and application• Utilize accounting software systems to manage and process client information• Ensure compliance with tax laws and regulations in all client interactions• Prepare and analyze financial statements and corporate income tax documents• Use organizational skills to manage multiple client accounts and projects simultaneously.
2026-07-17T00:00:00Z

Tax Staff - Public

Monticello, MN
onsite
Permanent / Full Time
40000 - 60000 USD / Yearly
We are looking for a part-time Tax Staff team member to join a public accounting firm in Monticello, Minnesota. This position is well suited for someone seeking a flexible schedule outside of peak tax periods while still contributing regular hours during the busy season. The role offers the opportunity to support a range of tax engagements in a collaborative firm environment, with additional overtime available during high-volume periods. Responsibilities: • Prepare and review individual income tax returns with accuracy and attention to current tax rules. • Support seasonal tax workloads by increasing availability during peak filing periods to help meet client deadlines. • Use CCH ProSystem software to complete tax preparation tasks and maintain organized client records. • Gather, analyze, and reconcile financial and tax-related information to ensure complete and compliant filings. • Communicate with internal team members to address open items, resolve discrepancies, and keep engagements moving efficiently. • Contribute to a dependable client service process by managing assignments within established timelines and quality expectations.
2026-07-13T00:00:00Z

Director of Loan Accounting

Minneapolis, MN
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
We are looking for an experienced Director of Loan Accounting to lead loan servicing, cash operations, and reporting activities for a complex lending portfolio in Twin Cities Minnesota. This role will guide accounting and servicing standards across the full loan lifecycle while partnering with finance, operations, and technology teams to strengthen controls, improve workflows, and support portfolio performance. The ideal candidate brings deep expertise in commercial loan administration, payment processing, and banking operations, along with the leadership skills to develop a high-performing team. Responsibilities:• Lead end-to-end loan cash management activities, including receivables, payables, and borrower disbursements, while maintaining compliance with approved budgets and internal controls.• Create and enforce consistent standards for applying incoming funds from sources such as commodity sales, hedging activity, insurance recoveries, and public program payments.• Oversee bank account reconciliations and direct the month-end close process, including final review of financial, performance, and investor-facing reports before release.• Ensure internal stakeholders and external partners receive complete and accurate reporting on schedule, and monitor team execution against established deadlines.• Maintain reliable loan data across servicing and accounting platforms by strengthening controls, validating accuracy, and supporting a dependable source of record.• Supervise the transfer or assignment of closed loan assets to investors and financing partners, ensuring documentation, timing, and execution meet contractual obligations.• Provide senior guidance on servicing issues, asset management events, and portfolio exceptions to help keep loans performing and in good standing.• Oversee customer-facing servicing support to ensure timely issue resolution and a high standard of service throughout the life of each loan.• Partner with technology and operations teams to assess, implement, and enhance loan systems and workflow tools that improve efficiency and data quality.• Lead process improvement and special finance initiatives by analyzing operational performance, removing bottlenecks, and recommending practical changes to policies, procedures, and technology.
2026-07-31T00:00:00Z

Internal Audit Manager/Director

Minneapolis, MN
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for an experienced Internal Audit Manager/Director to lead and oversee audit initiatives. This role requires a strategic thinker who can manage compliance programs, cultivate strong relationships with senior leadership, and provide guidance to improve internal controls. The ideal candidate will possess exceptional leadership skills and a deep understanding of regulatory and financial reporting requirements. This opportunity comes with full benefits including medical, dental/vision, short/long term disability, 401k, PTO, and more. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.
2026-08-04T00:00:00Z

Internal Audit Manager/Director

Minneapolis, MN
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for an experienced Internal Audit Manager/Director to lead and oversee audit initiatives. This role requires a strategic thinker who can manage compliance programs, cultivate strong relationships with senior leadership, and provide guidance to improve internal controls. The ideal candidate will possess exceptional leadership skills and a deep understanding of regulatory and financial reporting requirements. This opportunity comes with full benefits including medical, dental/vision, short/long term disability, 401k, PTO, and more. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.
2026-08-04T00:00:00Z

Global Mobility and Tax Consultant

Saint Paul, MN
onsite
Temporary / Contract
60 - 75 USD / Hourly
We are looking for an experienced Global Mobility and Tax Consultant to support an organization in Saint Paul, Minnesota. This Long-term Contract position will serve as a subject matter expert in international employee mobility, expatriate tax and payroll administration, and global assignment management. The ideal candidate will bring deep expertise in global mobility programs and taxation while delivering exceptional support to employees and business stakeholders worldwide Responsibilities:Manage day-to-day global mobility activities for international assignments, relocations, and transfers.Coordinate and facilitate new international assignments from initiation through completion.Provide guidance on global mobility policies, procedures, and compliance requirements.Partner with internal and external tax providers to support expatriate and international tax processes.Coordinate mobility-related payroll activities and ensure accurate compensation administration.Support global rewards programs, including compensation and benefits administration for internationally mobile employees.Monitor assignment costs, allowances, and mobility-related reimbursements.Assist with immigration, tax, payroll, and compliance documentation as required.Serve as a primary point of contact for employees, managers, HR partners, and vendors regarding mobility-related inquiries.Prepare reports, maintain employee records, and support ongoing mobility program administration.Participate in process improvement initiatives and special projects within Global Rewards and Mobility.
2026-07-30T00:00:00Z

Treasury Manager

Minneapolis, MN
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
We are looking for a Treasury Manager to oversee liquidity, funding relationships, and capital utilization for a financial organization operating in Minneapolis, Minnesota. This position plays a key role in managing daily cash activity, supporting lender and investor reporting, and helping the business make effective use of available financing capacity. The ideal candidate brings strong experience in treasury operations, credit facilities, and financial reporting, with the ability to maintain accuracy, compliance, and timely execution across multiple funding channels. Responsibilities:•Oversee daily cash positioning, short-range forecasting, and liquidity planning to ensure obligations are met efficiently and available funds are deployed effectively.•Manage operational relationships with banks, financing partners, and investors while coordinating account activity, electronic payments, and fund movements.•Prepare treasury updates for leadership that highlight cash trends, liquidity status, and available borrowing capacity.•Track borrowing base calculations, covenant performance, and concentration thresholds across lending facilities to support ongoing compliance.•Assist with loan asset transactions by organizing documentation, responding to diligence requests, and coordinating execution with external counterparties.•Evaluate leverage levels, facility usage, advance rates, and funding costs to support decisions around capital structure and financing strategy.•Support capacity planning by monitoring portfolio funding needs and identifying opportunities to optimize use of credit lines and other capital sources.•Validate servicing and portfolio reports through reconciliation and review processes before distribution to internal teams, lenders, and investors.•Maintain data integrity across treasury and servicing records, ensuring reporting is complete, accurate, and delivered on schedule.
2026-07-31T00:00:00Z

Trust Accountant - Part Time

Blaine, MN
onsite
Temporary / Contract
35.625 - 41.25 USD / Hourly
We are looking for a detail-oriented Trust Accountant to support financial operations. This Long-term Contract position is ideal for someone with strong experience managing trust accounts, maintaining accurate records, and ensuring account activity is properly reconciled. The role will focus on preserving financial accuracy, supporting reporting processes, and handling accounting entries in a controlled and organized environment. This part time position is estimated to work 15-20 hours per month. Responsibilities:• Maintain and oversee trust account activity to ensure transactions are recorded accurately and in accordance with established accounting practices.• Perform regular bank and cash reconciliations, researching discrepancies and resolving variances in a timely manner.• Prepare and post journal entries that support daily, monthly, and period-end accounting activity.• Review and update general ledger records to promote completeness, accuracy, and proper financial reporting.• Monitor account balances and transaction details to help safeguard funds and support audit readiness.• Collaborate with internal stakeholders to gather supporting documentation and clarify account activity when needed. *Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment. Please submit your resume and call 651-293-3973 for review and consideration.
2026-08-03T00:00:00Z