Senior Tax Advisor — Wealth Planning & Multi-State Expert

CFS; Saint Paul (MN); On-site; USD 83,000 - 124,000; Full time

Job summary

CFS is seeking a Senior Tax Advisor (EA or CPA) to join our wealth management team in Shoreview, MN. This role blends deep technical tax expertise with a client-facing advisory approach, handling complex individual and business tax returns and providing strategic planning guidance.

Ideal candidates have 5+ years of progressive tax experience, CPA or EA credentials, and proficiency with UltraTax, Drake, ProSeries, or Lacerte.

Qualifications

• CPA or EA credential required; PTIN in good standing.
• 5+ years of progressive tax prep and advisory experience.
• Experience handling complex individual and closely held business tax engagements.
• Strong knowledge of federal and Minnesota tax regulations.

Responsibilities

• Serve as primary tax advisor for a portfolio of individual and small business clients.
• Lead client meetings to review tax situations and planning opportunities.
• Collaborate with financial advisors on integrated wealth and tax planning strategies.
• Provide tax guidance on retirement distributions, business ownership, investments, and estates.

Skills

Client communications

Tax advisory experience

Multi-state tax

Education

CPA or EA credential

Active PTIN

Tools

UltraTax

Drake

ProSeries

Lacerte

Job description

CFS is seeking a Senior Tax Advisor (EA or CPA) to join our wealth management team in Shoreview, MN. This role blends deep technical tax expertise with a client-facing advisory approach, handling complex individual and business tax returns and providing strategic planning guidance.

Ideal candidates have 5+ years of progressive tax experience, CPA or EA credentials, and proficiency with UltraTax, Drake, ProSeries, or Lacerte.