Senior Tax Services Manager: Strategic Leader

Northrock Financial Services LLC

Minneapolis (MN)

On-site

USD 119,000 - 164,000

Full time

4 days ago
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Benefits offered by this job

Company ESOP
Strong retirement plans
Tuition reimbursement
Healthcare coverage
Generous PTO

Job summary

NorthRock Partners is seeking a strategic Tax Services professional in Minneapolis to manage a client book, lead integrated planning and compliance, and deliver advisory services with high-quality client care.

The role emphasizes technical excellence, strong client relationships, and mentoring junior staff within a collaborative, fast-paced team. Base compensation reflects expertise and Minnesota location, with comprehensive benefits offered.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA or EA credential required.
  • 5–8 years of progressive tax experience in preparation, planning and compliance.

Responsibilities

  • Manage an assigned book of business and oversee client service, tax deliverables, workflow and deadlines.
  • Serve as primary Tax Services contact for assigned clients and coordinate services with advisors.
  • Review complex returns and supporting workpapers for accuracy and compliance.
  • Identify tax planning opportunities and provide direction to preparers.
  • Lead tax planning, research, and analysis to support clients' financial objectives.
  • Prepare and review tax research memoranda and responses to tax authorities.
  • Coach and develop Associates and Senior Associates through guidance.

Skills

Strategic thinking
Relationship management
Leadership

Education

Bachelor's degree in Accounting or Finance
CPA or EA credential

Tools

CCH
BNA

Job description

NorthRock Partners is seeking a strategic Tax Services professional in Minneapolis to manage a client book, lead integrated planning and compliance, and deliver advisory services with high-quality client care.

The role emphasizes technical excellence, strong client relationships, and mentoring junior staff within a collaborative, fast-paced team. Base compensation reflects expertise and Minnesota location, with comprehensive benefits offered.

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