Tax Advisor

North Star Resource Group; Minneapolis (MN); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401K Match

Generous PTO

Job summary

North Star Resource Group is seeking a Tax Advisor to manage a book of approximately 200–225 clients, handling tax planning, preparation, and final review. This role includes signing returns, mentoring team members, and building strong client relationships in a flexible hybrid environment.

You will work with CCH and Canopy, partner with financial advisors on tax planning opportunities, and provide proactive guidance to help clients make informed financial decisions.

Qualifications

• 4+ years of progressive tax preparation and planning experience.
• CPA or EA designation.
• Strong knowledge of individual taxation and applicable business/entity returns.
• Experience reviewing returns and handling more complex tax situations.
• Ability to communicate tax concepts clearly to clients.
• Strong relationship-building and client-service skills.
• Ability to manage multiple priorities during tax season.
• Bachelor’s degree in accounting, Finance or related field.

Responsibilities

• Manage an established book of approximately 200–225 tax clients.
• Prepare and review individual and/or business tax returns.
• Provide proactive year-round tax planning and strategy.
• Serve as a trusted point of contact for clients.
• Partner with financial advisors on tax-related planning opportunities.
• Review and sign returns, as applicable to the position.
• Mentor and provide technical guidance to other tax team members.
• Identify opportunities to improve processes and client experience.

Skills

Tax planning

Client relations

Communication

Mentoring

Prioritization

Reviewing returns

Education

Bachelor’s degree in accounting/finance

CPA or EA designation

Tools

CCH tax software

Canopy

Job description

Position: Tax Advisor
Reports to: Director of Tax

COMPENSATION & BENEFITS

• $90,000-110,000 per year depending on qualifications and experience
• Generous PTO package
• Medical, Dental, Vision, Life Insurance, Short Term & Long-Term Disability
• 401K match

ORGANIZATION/BUSINESS OVERVIEW

Looking for a tax career that goes beyond preparing returns? Join a growing tax team where you'll build long-term client relationships, provide proactive tax planning and work alongside financial professionals contributing to clients making informed decisions about their financial lives.

North Star Resource Group is an independent financial services firm contributing to our clients starting and staying on the path to financial security. North Star Financial is expanding its tax planning resources and is seeking a talented addition to joining our firm. We have over 200 Financial Advisors, supported by 150 team members servicing over 40,000 clients nationwide.

North Star Resource Group founded in 1908 is one of the largest independently owned financial firms in America. We have received many accolades including recently: Inc 5000, American’s fastest growing private companies, Minneapolis Business Journal Largest Wealth Management Firms in the Twin Cities and Inc’s Best Workplaces for 2025.

As part of our support for our advisors and clients we provide tax preparation, guidance and consulting. Due to growth and demand we are expanding this support. We are interested in individuals with background and education in this area. Individuals must have a strong service orientation, sense of urgency and a desire for personal growth.

POSITION SUMMARY

The Tax Manager manages a book of approximately 200-225 clients, handling tax planning, preparation, and final review. This role includes acting as the final reviewer and signing tax returns, managing complex tax strategies, and mentoring team members while building strong client relationships. This position offers a flexible hybrid work environment. We use a suite of CCH products for our tax preparation software, and Canopy as our practice management tool.
A more sustainable approach to tax season: Our established client base consists largely of timely filers, with approximately 85% of returns completed during the spring filing season—allowing our team to spend more of the year focused on planning, client relationships and professional growth.

RESPONSIBILITIES

• Manage an established book of approximately 200–225 tax clients
• Prepare and review individual and/or business tax returns
• Provide proactive year-round tax planning and strategy
• Serve as a trusted point of contact for clients
• Partner with financial advisors on tax-related planning opportunities
• Review and sign returns, as applicable to the position
• Mentor and provide technical guidance to other tax team members
• Identify opportunities to improve processes and client experience

Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.

What We're Looking For

• 4+ years of progressive tax preparation and planning experience
• CPA or EA designation
• Strong knowledge of individual taxation and applicable business/entity returns
• Experience reviewing returns and handling more complex tax situations
• Ability to communicate tax concepts clearly to clients
• Strong relationship-building and client-service skills
• Ability to manage multiple priorities during tax season
• Bachelor’s degree in accounting, Finance or related field

Nice to Have

• Previous leadership, mentoring or supervisory experience
• Experience with CCH tax software
• Experience with Canopy
• Experience working with financial advisors, wealth management firms or high-net-worth clients

This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.