Talent.com
Senior Tax Associate (Wealth Advisory Services)

Senior Tax Associate (Wealth Advisory Services)

Redpath and CompanySaint Paul, MN, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Why Redpath?

At Redpath, you’ll be valued for who you are and supported in where you’re going. We’ve created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You’ll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our team is proactive in all we do, taking initiative, clearing roadblocks, and staying ahead for our clients and each other. Here, your voice matters, your growth is a priority, and your work drives real impact. We’re driven to improve, grow, and deliver excellence together, personally and professionally. This isn’t just a job. It’s a place to build a career and a community.

Responsibilities :

  • Preparing complex Estate, Gift and Trust tax returns.
  • Reviewing mid level Estate, Gift and Trust tax returns.
  • Reviewing mid level individual income tax returns.
  • Providing estate planning and compliance advice to clients.
  • Performing / overseeing complex tax research projects.
  • Proposing solutions to clients on tax issues and suggesting appropriate trust vehicles.
  • Supervising and reviewing work of staff below manager level.
  • Fostering client relationships.

Qualifications :

  • Bachelor’s Degree in Accounting
  • Active CPA license and / or JD
  • 3-5 years of public accounting experience in Estate, Gift & Trust Tax
  • Ability to manage and mentor staff
  • Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
  • Ability to travel on-site to clients as needed
  • Live in the greater Minneapolis / St. Paul area
  • About Redpath and Company?

  • Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do.
  • Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients.
  • Positive - We cultivate a solution-oriented culture that embraces change, encourages collaboration, and thrives in the face of challenges.
  • Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects.
  • Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations. Core commercial industries served include manufacturing and distribution; construction, real estate, and engineering; and technology.

    Areas of service expertise include audit and assurance; personal, business, and international tax; state and local tax; sales and use tax; and succession and estate planning. Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory, including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations.

    The firm was founded in 1971. With offices located in St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA and advisory firms in Minnesota.

    Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit www.redpathcpas.com.

    Redpath and Company offers a comprehensive benefit package, including :

  • Medical, Dental, and Vision plans
  • HSA and FSA
  • Voluntary Long-Term Disability
  • Company paid Short-Term Disability
  • Paid parenting leave
  • 401k plan with company match after 6 months of service
  • Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.

    Create a job alert for this search

    Tax Senior Associate • Saint Paul, MN, US

    Related jobs
    • Promoted
    Transaction Advisory Services Senior Associate

    Transaction Advisory Services Senior Associate

    Eide BaillyMinneapolis, MN, United States
    Full-time
    A typical day as a Transaction Advisory Services Senior Associate might include : .Conduct company-specific due diligence efforts as our clients are looking at growing through acquisitions.Assist in ...Show moreLast updated: 30+ days ago
    • Promoted
    R&D Tax Associate - Remote Eligible

    R&D Tax Associate - Remote Eligible

    Eide BaillyMinneapolis, MN, United States
    Full-time
    All Locations in the United States.A typical day as an R&D Tax Associate might include the following : .Assisting in the execution of R&D tax credit engagements for clients in the manufacturing, tech...Show moreLast updated: 10 days ago
    • Promoted
    Associate Director of Actuarial Services - Remote

    Associate Director of Actuarial Services - Remote

    UnitedHealthcareHopkins, MN, US
    Remote
    Full-time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...Show moreLast updated: 2 days ago
    • Promoted
    Tax Senior, Private Equity

    Tax Senior, Private Equity

    DeloitteMinneapolis, MN, US
    Full-time
    Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If yo...Show moreLast updated: 30+ days ago
    • Promoted
    State & Local Tax Senior Associate Income / Franchise Focus - Remote Eligible

    State & Local Tax Senior Associate Income / Franchise Focus - Remote Eligible

    VeracityMinneapolis, MN, US
    Remote
    Full-time
    State & Local Tax Senior Associate Income / Franchise Focus.Remote Eligible Remote | Hybrid Denver, CO / Des Moines, IA / Fargo, ND / Minneapolis, MN / Phoenix, AZ / Rancho Cucamonga, CA / Salt La...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Associate Tax Summer 2026 | Minneapolis

    Associate Tax Summer 2026 | Minneapolis

    Forvis Mazars, LLPMinneapolis, MN, US
    Full-time
    Description & Requirements.This role will be located in Minneapolis, MN.Successful candidates will be expected to work in a hybrid setting once our physical office is established.Are you an acc...Show moreLast updated: 5 hours ago
    • Promoted
    Senior Tax Associate - Financial Services (Hybrid)

    Senior Tax Associate - Financial Services (Hybrid)

    EisnerAmperMinneapolis, MN, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 1 day ago
    • Promoted
    Block Advisor Tax Advisor

    Block Advisor Tax Advisor

    H&R BlockMinneapolis, MN, United States
    Full-time
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 25 days ago
    • Promoted
    Wealth Transition Services Senior Manager - 1041 Expert - Remote Eligible

    Wealth Transition Services Senior Manager - 1041 Expert - Remote Eligible

    Eide BaillyMinneapolis, MN, United States
    Remote
    Full-time
    All locations in the United States.A typical day as a Wealth Transition Services Senior Manager might include the following : . Reviewing ultra-high net worth 1041s and answering technical firmwide 10...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior

    Tax Senior

    Solid Rock Recruiting LLCMinneapolis, MN, US
    Full-time
    Tax Senior – Public Accounting | Hybrid or Remote.An established and nationally respected public accounting firm is seeking an experienced. This firm is committed to fostering a supportive, fl...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Implementation Advocate

    Associate Implementation Advocate

    Inovalon, Inc.Minneapolis, MN, United States
    Full-time
    Inovalon was founded in 1998 on the belief that technology, and data specifically, would empower the transformation of the entire healthcare ecosystem for the better, improving both outcomes and ec...Show moreLast updated: 1 day ago
    • Promoted
    Client Service Associate - Wealth Management

    Client Service Associate - Wealth Management

    Stevens Foster Financial AdvisorsMinneapolis, MN, US
    Full-time
    Stevens Foster Financial Advisors is seeking a Client Service Associate (CSA) to join our collaborative client services team. This role is ideal for a detail-oriented professional who thrives in a s...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Senior Program Associate

    Senior Program Associate

    Dakota CountyHastings, MN, US
    Full-time
    POSTING TYPE : Open, Competitive.DEPARTMENT : Community Corrections.PREFERRED HIRING RANGE : $50,194- $56,468 annually.FULL SALARY RANGE : $50,194- $78,428 annually (Grade 105).LOCATION : JDC, Hastings,...Show moreLast updated: 5 hours ago
    • Promoted
    International Tax Senior Associate

    International Tax Senior Associate

    Grant Thornton LLPMinneapolis, MN, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Senior Tax Associate - National Exempt Tax

    Senior Tax Associate - National Exempt Tax

    CliftonLarsonAllenMinneapolis, MN, US
    Full-time
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...Show moreLast updated: 22 hours ago
    • Promoted
    Income / Franchise Tax Senior Associate - Remote Eligible

    Income / Franchise Tax Senior Associate - Remote Eligible

    Eide BaillyMinneapolis, MN, United States
    Remote
    Full-time
    All Locations in the United States.As a member of the National Tax Office State & Local Team, you will have the opportunity to work on a variety of state and local income / franchise tax projects, in...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate- Transaction Advisory Services- Healthcare

    Senior Associate- Transaction Advisory Services- Healthcare

    EisnerAmperMinneapolis, MN, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior Associate Minneapolis

    Tax Senior Associate Minneapolis

    CliftonLarsonAllenMinneapolis, MN, US
    Full-time
    CLA Is a Top 10 National Professional Services Firm Where Our Purpose Is to Create Opportunities Every Day, for Our Clients, Our People, and Our Communities Through Industry-Focused Wealth Advisory...Show moreLast updated: 7 days ago
    • Promoted
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmperMinneapolis, MN, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    HDG #1105- Business Tax Services- Tax Controversy- Senior

    HDG #1105- Business Tax Services- Tax Controversy- Senior

    EYMinneapolis, MN, US
    Full-time
    HDG #1105- Business Tax Services - Tax Controversy - Senior.Other locations : Anywhere in Country.At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connec...Show moreLast updated: 30+ days ago