Tax Senior

A bit about us:

We are a Minneapolis-based financial services organization that delivers integrated tax, financial planning, estate planning, and investment management solutions through a comprehensive family office–style approach. Our model is designed to provide high-net-worth individuals and families with clarity, confidence, and long-term financial alignment by coordinating advanced tax strategies with broader wealth planning initiatives. The firm places a strong emphasis on proactive tax planning, collaboration across advisory teams, and delivering thoughtful, customized solutions that help clients preserve and grow wealth over generations. In addition to client service, the organization is deeply committed to community impact and values integrity, education, and long-term relationships.

About the role

• Hybrid, 2 days WFH after initial ramp up
• Medical (firm covers 80%), Dental (firm covers 80%) and 100% vision plans available
• Firm covers 100% for life insurance, AD&AD insurance, short/long term disability
• Health and wellness programs - first stop health membership
• 401k Safe Harbor Contribution
• New business development bonuses
• Discretionary bonuses (usually 10-15%)
• Year over year raises
• Unlimited PTO

Responsibilities

• Prepare and review complex federal and state tax returns for individuals, partnerships, corporations, estates, and trusts
• Analyze financial data to ensure accuracy, completeness, and compliance
• Stay current on evolving tax laws and regulatory requirements
• Identify opportunities for tax savings, credits, and deferral strategies
• Support the tax team during peak season to ensure timely, accurate filings
• Work directly with clients to gather tax information and clarify documentation
• Communicate complex tax concepts in a clear, practical, and client-friendly manner
• Participate in client meetings related to filings, planning strategies, and recommendations
• Aid in evaluating prospective clients and supporting onboarding efforts
• Review work prepared by other tax team members, providing guidance and feedback
• Partner with cross-functional teams to deliver integrated client service
• Identify additional advisory or planning needs for existing clients
• Contribute to internal tax policies, procedures, and training initiatives

Qualifications

Not specified

Skills

Not specified

Benefits

• Medical (firm covers 80%), Dental (firm covers 80%) and 100% vision plans available
• Firm covers 100% for life insurance, AD&AD insurance, short/long term disability
• Health and wellness programs - first stop health membership
• 401k Safe Harbor Contribution
• New business development bonuses
• Discretionary bonuses (usually 10-15%)
• Year over year raises
• Unlimited PTO

Pay

Not specified

Schedule

Hybrid, 2 days WFH after initial ramp up