Tax Manager

SR Staffing; Fargo (ND); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Short-Term Incentive Plan (STIP) Bonus

Medical and Vision Plans

100% of Dental covered

401(K) with Automatic Employer Contribution

Continuing Education Programs

Job summary

SR Staffing is seeking a Tax Manager (HNW expert) to join a nationally recognized advisory firm in Fargo, ND. This position offers a hybrid work schedule and involves providing comprehensive financial planning services.

The ideal candidate will possess a CPA or J.D and have over 5 years of experience in client interaction and management. The firm provides various benefits, including an annual bonus program and comprehensive healthcare coverage.

Qualifications

• 5+ years of experience including frequent client interaction and management experience.
• Good tenure coming from a reputable CPA Firm, RIA Firm, or Family Office.

Skills

Client interaction management

Holistic financial planning

Tax expertise

Education

CPA or J.D

Job description

Our client is a well-established (four decades) Nationally Recognized Fee-Only Registered Investment Advisor Firm who are performing a select search for a talented Tax Manger (HNW expert) to join their team on a Hybrid Schedule at their Fargo, ND headquarters.

The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients.

• Bonus: Short-Term Incentive Plan (STIP) Bonus Program paid on an annual schedule.
• Healthcare: Medical and Vision Plans w/ 100% of Dental covered by the firm.
• 401(K) w/ Automatic Employer Contribution
• Continuing Education Programs

Schedule:

• Flexible scheduling and hybrid work supported by advanced technologies
• Normal Season: 40 hours per week
• Busy Season: 50-60 hours per week

Qualifications:

• CPA or J.D Required
• 5+ years of experience including frequent client interaction and management experience
• Good Tenure coming from a reputable CPA Firm, RIA Firm, or Family Office