Tax Manager / Director - Self-Directed Retirement Accounts
Location : [Sioux Falls, SD]
Full-Time | Competitive Salary + Growth Potential
We're a growing financial services firm that helps clients take control of their retirement investing through self-directed IRAs and alternative assets - including real estate, private equity, and small business ventures. As our client base expands, we're looking for a hands-on Tax Manager or Director to take ownership of our tax function and help us build out a best-in-class process.
This is an excellent opportunity for someone who wants to step out of the traditional public accounting grind and into a role where your tax expertise directly impacts clients' financial freedom.
What You'll Do
- Oversee and manage all tax compliance, reporting, and planning related to self-directed IRA accounts and investment entities.
- Prepare and review returns (Forms 990-T, 1065, 1120-S , etc.) tied to IRA-owned entities and alternative asset investments.
- Advise on UBIT / UBTI issues , IRA-owned LLCs , and the tax implications of various investment structures.
- Work directly with clients and internal teams to ensure compliance with IRS rules while helping investors maximize their opportunities.
- Research unique or complex tax questions involving partnerships, trusts, and alternative investments.
- Help shape the firm's tax strategy, processes, and systems as we continue to grow.
- Mentor staff and contribute to a collaborative, forward-thinking culture.
What We're Looking For
Active CPA license required.4-7+ years of progressive tax experience - public accounting, financial services, or alternative investment background preferred.Strong understanding of partnership and corporate taxation .Knowledge of retirement account taxation, UBIT, or self-directed IRAs is a major plus.Entrepreneurial mindset - someone who enjoys building, improving, and wearing a few hats when needed.Excellent communicator who can explain complex concepts clearly to clients and teammates.Why Join Us
Be part of a tight-knit, growing firm where your ideas matter.Real work-life balance - not just lip service.Competitive pay, flexibility, and the chance to help shape a niche but fast-growing area of tax and financial services.If you're looking for something more entrepreneurial, more client-focused, and less bureaucratic , we'd love to talk.
Interested in learning more?
Send your resume confidentially to steve@solidrockrecruiting.com
Or call / text (605) 273-2108 to discuss the opportunity in more detail.