Senior Tax Manager- Individual Tax Review & Compliance

BGM; BLOOMINGTON (MN); Hybrid; USD 190,000 - 230,000; Full time

Job summary

An established industry player is seeking a Senior Tax Manager to lead individual tax review and compliance. This role involves managing the tax preparation process, mentoring junior staff, and ensuring adherence to tax laws. With a focus on innovative solutions, the firm provides a supportive environment where your expertise will help clients minimize tax liabilities and achieve their financial goals. Enjoy a flexible work model, generous time off, and comprehensive health benefits, all while making a meaningful impact in the community. If you are a detail-oriented tax professional ready for your next challenge, this opportunity is tailored for you.

Benefits

18 days paid time off

Health benefits including medical, dental, and vision

401(k) with company contribution

Educational benefits for CPA and higher education

Flexible work models

Qualifications

• 10+ years of experience in individual tax preparation and review.
• Strong background in tax compliance and planning.
• Proficiency in tax software and Microsoft Office.

Responsibilities

• Review and sign individual income tax returns for accuracy.
• Manage the end-to-end tax preparation process for clients.
• Provide mentorship to junior tax staff and ensure quality control.

Skills

Individual Tax Preparation

Tax Compliance

Tax Planning

Analytical Skills

Communication Skills

Education

Enrolled Agent (EA) certification

CPA license

Tools

UltraTax

CCH ProSystem FX

Microsoft Excel

CCH Axcess Suite

Job description

Senior Tax Manager- Individual Tax Review & Compliance

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Senior Tax Manager- Individual Tax Review & Compliance

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BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.

We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more!

Primary Purpose

We are seeking an experienced Tax Professional to join our CPA firm. The ideal candidate will be responsible for reviewing, managing, and signing individual tax returns, ensuring accuracy and compliance with current tax laws and regulations. This role requires a detail-oriented professional with a strong background in individual tax preparation and review.

Responsibilities Include But Are Not Limited To

• Review and sign federal, state, and local individual income tax returns prepared by staff, ensuring accuracy and compliance with applicable laws.
• Manage the end-to-end tax preparation process for individual clients, including planning, execution, and final review.
• Provide guidance and mentorship to junior tax staff, fostering professional development and ensuring quality control.
• Conduct thorough tax planning and research to minimize client tax liabilities and identify tax-saving opportunities.
• Maintain up-to-date knowledge of tax laws and regulations, implementing changes as necessary to ensure compliance.
• Communicate effectively with clients to gather necessary information and provide updates on tax return status.
• Respond to inquiries from tax authorities and assist clients during audits or examinations.
  
  

Preferred Skills & Qualifications

• Minimum of 10 years of experience in preparing, reviewing, and signing individual tax returns.
• Enrolled Agent (EA) certification preferred.
• CPA license is a plus but not required.
• Proficiency in tax preparation software (e.g., UltraTax, CCH ProSystem FX) and Microsoft Office Suite, particularly Excel. Our firm uses the CCH Axcess Suite
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• High level of integrity and professionalism.
  
  

What You'll Love About Us

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 18 days paid time off, 8 paid holidays,
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
  
  

Not sure if you qualify? Think about applying anyway!

We understand that not everyone brings 100% of the skills and experience for the role. At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and background. We are excited to learn more about you and encourage you to apply!

BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

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