Our Client, a growing tax and advisory firm, is seeking an experienced Tax Manager to join their team in the Minneapolis area. This role offers an excellent opportunity for a detail-oriented tax professional with experience in business development, client relations, and overseeing tax preparation projects. The position supports a hybrid work schedule—allowing for 2-3 remote workdays in the off-season and 1-2 remote days during tax season.
Key Responsibilities:
- Client and Project Management: Manage and execute tax projects and processes for a diverse client base, including S-Corporations, high-net-worth individuals, and estate and trust clients.
- Business Development: Actively identify and develop new client relationships to expand the firm’s service base.
- Tax Return Oversight: Lead tax preparation and review processes, ensuring accuracy, compliance, and timely completion of all deliverables.
- Team Collaboration: Work closely with team members and clients to provide high-quality, proactive advisory services.
- Technology Utilization: Use technology platforms, including QuickBooks and Excel, to streamline workflows and enhance client service.
Qualifications:
- Education: Associate's degree in Accounting or Finance required
- Experience: Minimum of 4 years experience in tax within a CPA firm setting
- Certification: CPA license or current progress toward CPA designation preferred
- Technical Skills: Proficient with Excel, QuickBooks, and other accounting software
