HNWI Tax Manager - Quick Path to Partner (1-3 years)

Minneapolis, MNHybrid
Full-time $120,000.00 - $185,000.00
Posted 05/23/2024

We are a local CPA and Wealth Management firm located in the southern Minneapolis area. We are about 20 employees strong and provide Tax, Accounting, Family Office, and Wealth Management services to a wide range of clients. We serve a lot of HNWI/UHNWIs, small businesses and families. We have a very connected family feel atmosphere with a very flexible schedule where most employees can "make their own schedule. " We offer the ability to work from home as long as employees are willing to be in office for major meetings and to meet with clients. 

We have a director that is looking to retire in the upcoming years, so we are looking for someone to come in to take over the client book and manage a book consisting of a lot of HNWIs, Trust & Estate clients, and some closely held businesses. This role also comes with a quick transition to partnership for those interested, with a timeline of 1-3 years. 

Requirements

  • 7+ years of Public Accounting exp. 
  • Active CPA
  • Expert at Prep and Review of individual, partnerships, trust & estate returns
  • Expert at individual and fiduciary tax planning
  • Ability to train and mentor junior associates
  • Team player that enjoys collaborating with the team
  • Adept at tax research on new tax laws and guidelines

Nice to Have

  • Prior focus in High Net Worth individuals and Trust & Estate Clients
  • Desire to become partner in a CPA firm

Benefits

Base Salary: $120,000-$185,000

  • Medical, Dental, Vision
  • 401k w/ Match
  • Flex Hours
  • Hybrid-Remote Schedule
  • Quick path to Partner (1-3 years)
  • State of the Art office
  • In office Gym
  • Free Parking
  • Collaborative Work Environment
  • Limited Busy Season Hours (50-55hours)

Applicants must be authorized to work in the U.S.

Preferred Skills

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