Founding Tax Director — Wealth Strategy & Growth

Magellan Financial & Insurance Services, Inc.; Minneapolis (MN); On-site; USD 95,000 - 180,000; Full time

Job summary

A fast-growing wealth management firm in Minneapolis is seeking a Director of Acquisitions to build and lead the tax division. This role requires a CPA or CPA-track professional with 3-5 years of tax experience, focusing on high-impact tax strategies. Candidates will architect new tax services and enjoy elite mentorship towards future partnership opportunities. A strong entrepreneurial spirit and ability to communicate tax strategies effectively with clients are essential.

Qualifications

• 3-5+ years of meaningful tax preparation and planning experience.
• Actively pursuing CPA licensure, or currently a licensed CPA.
• An active Life & Health Insurance License (or ability to obtain).

Responsibilities

• Design and implement proactive, sophisticated tax mitigation strategies.
• Architect the firm's tax service delivery model.
• Prepare and review individual and business tax returns.
• Evaluate and integrate potential acquisitions of local CPA firms.

Skills

Tax mitigation strategies

Client communication

Strategic thinking

Entrepreneurial mindset

Education

Bachelor's or Master's in Accounting

Job description

A fast-growing wealth management firm in Minneapolis is seeking a Director of Acquisitions to build and lead the tax division. This role requires a CPA or CPA-track professional with 3-5 years of tax experience, focusing on high-impact tax strategies. Candidates will architect new tax services and enjoy elite mentorship towards future partnership opportunities. A strong entrepreneurial spirit and ability to communicate tax strategies effectively with clients are essential.