Tax Manager

Job Description

Job Description

A highly regarded wealth management firm based in the Twin Cities is seeking a skilled and motivated Tax Manager with experience in Accounting and Tax, particularly focusing on High Net Worth Individuals and Business Owners. This permanent position offers a unique opportunity to thrive professionally in a dynamic, fast-paced environment.

Key Highlights :

Fast-Paced, Entrepreneurial Client Base :  Collaborate with an entrepreneurial and dynamic client portfolio that values innovation and growth.

Professional Collaboration :  Engage with investment professionals, business experts, and principals to provide sophisticated solutions.

Integrity and Professional Growth :  Join an organization committed to integrity, professionalism, and rewarding independent thinking and strong business judgment.

Summary of Responsibilities :

Streamline service delivery for client needs while maintaining responsiveness and efficiency.

Oversee tax and accounting processes for individual, partnership, and trust entities, alongside the business unit.

Perform in-depth research and analysis to address complex tax inquiries and financial planning challenges.

Collect and evaluate annual tax documentation, including tracking charitable contributions, deductible interest, and Schedule C income / expenses.

Prepare quarterly portfolio review reports reflecting comprehensive analytics.

Manage treasury operations for client entities and ensure proper accountability.

Coordinate property and casualty insurance renewals.

Foster relationships with external advisors such as tax professionals, estate attorneys, bankers, investment counselors, and insurance brokers.

Contribute with a "no task too big or too small" mindset on ad hoc projects.

Qualifications :

Experience :  5–8 years of combined experience in public accounting and / or the financial services sector.

Education :  Bachelor’s degree in Accounting, Finance, or related field (CPA certification considered a plus).

Technical Knowledge :  Expertise in individual, trust, and entity taxation is preferred, with strong analytical and critical thinking skills to navigate complex financial matters.

Soft Skills :  Demonstrated ability for effective time management, resourcefulness, independence, discipline, and problem resolution under tight deadlines.

Characteristics :  Must showcase initiative, professionalism, detail orientation, and strong interpersonal abilities to thrive in varied relationships and situations.

This role presents an exceptional chance to enhance your career with a firm that values smart thinking, integrity, and professional accountability.

Next Steps :

Interested applicants should apply through the provided link or contact Douglas Rickart at 612-249-0330 or message on LinkedIn for confidential consideration.

• A minimum of 5–8 years of experience in public accounting or financial services.
• Bachelor’s degree in Accounting, Finance, or a related field; relevant certifications are a plus.
• Strong expertise in individual, trust, and entity taxation, with the ability to handle complex financial scenarios.
• Excellent analytical and critical thinking skills to provide effective solutions.
• Proven ability to manage time efficiently and work independently under tight deadlines.
• Strong interpersonal and communication skills to build rapport with clients and team members.
• High level of attention to detail and commitment to integrity.
• A proactive, resourceful, and disciplined approach to handling responsibilities.