Senior Tax Manager – Wealth Management

Levelociti; Minnetonka (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

Levelociti in Minnetonka, MN seeks a Senior Tax Manager to lead and grow its in-house tax practice. The role combines technical tax leadership with staff development and client relationship management.

You will inherit an active book of business, manage a small team, and work closely with the Wealth Management division to deliver integrated financial solutions. Competitive base salary with bonus potential.

Qualifications

• CPA or EA designation required.
• 7 years of public accounting or tax advisory experience.
• Experience managing business and high-net-worth individual tax clients.
• Prior leadership or team management experience.
• Strong communication and client relationship skills.
• Entrepreneurial mindset with interest in growing a practice.

Responsibilities

• Lead the local tax office and oversee a growing team of tax professionals.
• Inherit an active portfolio of business and individual clients and mentor staff.
• Review and prepare complex business and individual tax returns.
• Serve as a trusted advisor to clients on tax planning and strategy.
• Drive workflow efficiency and operational excellence within the office.
• Collaborate with Wealth Management to deliver holistic financial solutions.
• Identify opportunities to deepen client relationships across tax and wealth services.
• Help scale and grow the internal tax practice as the firm expands.

Skills

Leadership

Client relationships

Tax advisory

Public accounting

Team management

Tax planning

Communication

Education

CPA or EA

Job description

Senior Tax Manager

Growing Wealth Management Firm | Minnetonka, MN

Competitive Base Salary (up to $150K) Bonus commission potential

A rapidly growing Wealth Management firm in the Winston-Salem area is seeking an experienced Senior Tax Manager to lead and expand its in-house tax practice. This is a unique leadership opportunity for a tax professional who wants to combine technical expertise, team leadership, client relationship management, and long-term growth potential within a collaborative financial services environment.

This role offers the opportunity to step into an established and growing book of business while helping shape the future of a thriving internal tax division that continues to expand year over year.

What You'll Do

As the Principal Tax Manager, you will lead the local tax office and oversee a small but growing team of tax professionals. You'll inherit an active portfolio of business and individual clients, ensuring high-quality service delivery while mentoring and developing staff.

Key responsibilities include:

• Manage and oversee an existing book of business clients
• Lead, mentor, and develop a team of tax professionals
• Review and prepare complex business and individual tax returns
• Serve as a trusted advisor to clients on tax planning and strategy
• Drive operational excellence and workflow management within the office
• Collaborate closely with the Wealth Management team to deliver holistic financial solutions
• Identify opportunities to deepen client relationships across tax and wealth services
• Help scale and grow the internal tax practice as the firm continues expanding

Why This Opportunity Stands Out

This is more than a traditional tax leadership role - it's an opportunity to build something meaningful within a highly collaborative and growth-oriented firm.

Highlights Include:

• Established and growing client base
• Leadership opportunity with autonomy and visibility
• Fast-growing internal tax team with significant upward mobility
• Collaborative culture between tax and wealth management divisions
• Additional earning potential through referrals to the Wealth Management team
• Long-term career growth and leadership expansion opportunities
• Strong work-life balance and supportive team environment

Ideal Background

We're looking for a confident and relationship-driven tax leader who enjoys mentoring others and building lasting client relationships.

Preferred qualifications:

• CPA or EA required
• 7 years of public accounting or tax advisory experience
• Experience managing business and high-net-worth individual tax clients
• Prior leadership or team management experience
• Strong communication and client relationship skills
• Entrepreneurial mindset with interest in growing a practice

Location

Minnetonka, MN