Tax Manager or Director

Minneapolis, MN - USA

Monthly Salary: $ 140 - 160

Posted on: 19 days ago

Vacancies: 1 Vacancy

Job Summary

Join a Premier Advisory Firm Serving High-Net-Worth Clients

Were partnering with a top-tier advisory firm that works closely with high-net-worth individuals and familiesmany of whom span multiple generations and have their own Family Offices. These clients count on the team for smart forward-thinking strategies around income tax estate planning charitable giving and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country.

About the Role

This is a great opportunity for an experienced Tax Manager or Directorwhos ready to move beyond compliance and into a more advisory-focused role. Youll work with sophisticated clients tackle complex planning structures and be part of a highly respected team. The position offers flexibilityremote hybrid or onsite arrangements are all possible.

What Youll Do

Be a trusted advisor to high-net-worth clients and family offices
Offer proactive guidance and custom planning solutions
Lead teams on tax returns financial statements and related deliverables
Oversee quality control and provide final reviews
Juggle multiple client relationships and special projects
Coach and mentor junior team members
Support business development effortsthink proposals meetings and collaborations
Stay sharp on tax law changes and industry trends

What Were Looking For

Must-Haves

Bachelors in Accounting (or similar field)
CPA or equivalent certification
6 years of tax/advisory experience
3 years in a supervisory or leadership role
Excellent communication and interpersonal skills
Comfort with modern tax and accounting software
Willingness to travel if needed

Nice-to-Haves

Masters in Taxation or Accounting
Experience working with high-net-worth clients trusts or Family Offices
Open to hybrid work (ideally 3 days per week in the office or at client sites)

Perks & Compensation

Remote or Hybrid
Competitive salary: $140K$160K depending on your background
Full benefits: medical dental life disability 401(k) match FSA/HSA and more
Generous PTO holidays and sick leave
Support for continuing education CPA exam and employee referrals

If youre looking for a role where you can make an impact build long-term relationships and grow your expertise with a collaborative and respected teamwed love to hear from you.

Apply today by sending your resume to or connect with me to learn more! Direct Phone:

Required Experience:

Director

Join a Premier Advisory Firm Serving High-Net-Worth ClientsWere partnering with a top-tier advisory firm that works closely with high-net-worth individuals and familiesmany of whom span multiple generations and have their own Family Offices. These clients count on the team for smart forward-thinking...