Senior Tax Consultant

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

Senior Tax Advisor (EA or CPA)

Location: Shoreview, MN (Onsite Preferred, Open to Hybrid Candidates or other work models)

Employment Type: Full-Time

Compensation: $60-$90/hour DOE (potentially higher for qualified candidates)

About The Opportunity

Our client, a highly regarded wealth management and financial planning firm, is seeking a seasoned Senior Tax Advisor to support a sophisticated client base comprised of business owners, retirees, high-net-worth individuals, and families with complex tax planning needs.

This role is ideal for an experienced tax professional who enjoys combining technical tax expertise with a consultative, client-facing approach. The Senior Tax Advisor will serve as a trusted resource to clients and advisors, providing both tax preparation and strategic tax guidance while managing a diverse portfolio of individual and business returns.

Key Responsibilities

• Serve as a primary tax advisor for a portfolio of individual and small business clients.
• Conduct client meetings to review tax situations, identify planning opportunities, and address complex tax questions.
• Collaborate with financial advisors to support integrated wealth, retirement, and tax planning strategies.
• Provide guidance on tax-efficient strategies related to retirement distributions, business ownership, investments, estate planning, and other financial matters.

Tax Preparation & Review

• Prepare and review complex federal and state tax returns, including:
  • Individual Returns (Form 1040)
  • Partnerships (Form 1065)
  • S-Corporations (Form 1120-S)
  • Multi-Entity Business Structures
  • Trust and Estate Returns
  • K-1 Reporting
• Identify deductions, credits, and advanced tax planning opportunities.
• Manage filing deadlines, extensions, and tax correspondence.
• Ensure accuracy, compliance, and adherence to current tax laws and regulations.

Technical Leadership

• Research and resolve complex tax issues.
• Serve as a technical resource for advisors and internal team members.
• Escalate and manage unique client situations involving multi-state taxation, business ownership, estates, trusts, and other advanced tax matters.
• Stay current on federal and Minnesota tax law developments and communicate relevant changes to stakeholders.

Qualifications

Required

• Active CPA or Enrolled Agent (EA) credential.
• Active PTIN in good standing.
• 5+ years of progressive tax preparation and advisory experience.
• Experience managing complex individual and closely held business tax engagements.
• Strong understanding of federal and Minnesota tax regulations.
• Proficiency with professional tax software such as UltraTax, Drake, ProSeries, Lacerte, or similar platforms.
• Ability to work directly with clients and explain complex tax concepts in a professional and approachable manner.

Preferred

• 7+ years of public accounting, tax consulting, or wealth management tax experience.
• Experience supporting high-net-worth individuals and business owners.
• Multi-state tax expertise.
• Trust and estate taxation experience.
• Familiarity with tax planning strategies for retirees and investment portfolios.
• Prior experience within a CPA firm, family office, or wealth management organization.

Ideal Candidate

• Trusted advisor mentality with strong relationship-building skills.
• Confident presenting tax recommendations to clients and leadership.
• Self-directed and capable of managing a substantial client portfolio.
• Strong analytical and problem-solving abilities.
• Passion for delivering an exceptional client experience.

Why This Opportunity?

• Work with a sophisticated, referral-driven client base.
• Exposure to complex tax and financial planning situations.
• High degree of client interaction and autonomy.
• Collaborative wealth management environment.
• Competitive compensation commensurate with experience and credentials.

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