Tax Manager

Charles Joy Executive Search and Staffing; Minneapolis, Saint Paul (MN, MN); On-site; USD 90,000 - 170,000; Full time

Job summary

Charles Joy Executive Search and Staffing seeks a CPA (or JD) with 5+ years of client-facing tax experience for a role in private wealth advisory. The position is on-site in Minneapolis and involves advisory work, complex tax issues, and team leadership within a growing practice.

The candidate will partner with senior leaders, advise high net-worth clients, and help drive quality client service while upholding GAAP standards and firm values. Equal opportunity employer.

Qualifications

• CPA or JD strongly preferred.
• 5+ years of client facing tax experience with diverse tax and accounting issues.
• Strong professional communication, both verbal and written.
• Current or recent client facing tax experience.
• Bachelor's degree in accounting, finance, or a related field required.
• Ability to interview and work on-site.

Responsibilities

• Partner with CIO and Financial Advisors for client advisory purposes.
• Advise high net-worth individuals, small business owners and family office clients on tax issues and accounting best practices.
• Research complex federal and state tax issues and prepare analysis and recommendations.
• Review client files and general ledgers and deliver analysis to client.
• Prepare and present tax strategies to leadership and review annual tax filings.
• Manage and develop a team in tax and accounting duties.

Skills

Client-facing communication

Interviewing

Verbal and written communication

On-site presence

Education

Bachelor's degree in accounting/finance

CPA or JD preferred

Job description

We're looking for a talented CPA in the tax space who loves client interactions, helping others and the career advancement of public accounting firm space, but could go without the billable hours and long hours during busy season. Our client is in the private wealth advisory space and takes their \"quality over quantity,\" approach to work, seriously.

The culture is fantastic here with great employee retention consequently.

The right candidate will have a desire grow their career upward and knowledge outward. Our client enjoys over 20% YOY growth.

Duties/Responsibilities

• Partner with the Chief Investments Officer and Financial Advisors for client advisory purposes.
• Advise high net-worth individuals, small business owners and family office clients on important tax issues, as well as finance and accounting best practices.
• Research complex federal and state tax issues and prepare analysis and recommendations.
• Review of clients files and general ledgers and delivery of analysis to client.
• Complete accounting and bookkeeping with accordance to GAAP
• Prepare and present tax strategies to leadership
• Prepare and review annual tax filings
• Manage and develop a team of four people in tax and accounting related duties
• Maintain and organize digital and physical financial records
• Assess all business transactions and prepare accurate reports on your findings
• Provide development and guidance to junior tax staff
• Coordinate with employees on income tax research and planning.

Required Skills/Abilities:

• CPA or JD strongly preferred.
• 5+ years of client facing tax experience with a variety of tax and accounting issues, preferably handling increasingly complex tax issues over that time.
• Strong professional communication, both verbal and written.
• Current or recent client facing tax experience
• Bachelor's degree in accounting, finance, or a related field required
• Ability to interview and work on-site

Charles Joy is proud to be an equal opportunity workplace. Charles Joy does not discriminate on the basis of veteran status, age, color, sex, gender identity, sexual orientation, race, religion, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.