Tax Manager - High Net Worth

BFJ; Saint Paul (MN); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health insurance

Life insurance

401(k) plan

Learning resources

Résumé du poste

BFJ, a trusted accounting and advisory firm based in Saint Paul, Minnesota, seeks a Tax Manager – High Net Worth to organize client assignments, coach staff, and direct engagements with affluent client portfolios.

You will oversee complex returns, supervise team members, and collaborate with partners on proposals and business development while maintaining strong client relationships.

Qualifications

• 5+ years of current or recent public accounting experience providing related tax experience.
• Experience leading Trust and Estate tax teams preferred.
• Experience leading teams and mentoring staff.

Responsabilités

• Manage multiple client engagements with high net worth considerations.
• Lead and mentor team members on Trust and Estate engagements and annual reviews.
• Prepare and review Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns.

Formation

Bachelor’s Degree in Accounting or similar

CPA license

Description du poste

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

BFJ is hiring! BFJ was founded in 2002 in Saint Paul, Minnesota. We are an accounting and advisory firm that provides consulting services to industries including construction, real estate, manufacturing, and franchise; and niche areas like professional services, trust and estate, and retail. Our growing firm has a modern office environment and culture of workplace well-being. We attract and retain talent with the approach that everyone should be excellent at what they do.

BFJ’s mission is to make public accounting the career of choice in the financial industry.

Tax Manager – High Net Worth

This individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting client and firm expectations. Tax managers should exhibit a high level of integrity and drive.

Job Responsibilities

• Manage multiple client engagements simultaneously, ensuring overall success of each project
• Maintain relationships with executives at multiple family offices
• Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns
• Strong Trust Accounting skills
• Manage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviews
• Supervise and review team members’ work for accuracy and compliance with professional standards
• Review of Individual returns that include:
• Multiple, complex partnership K-1s
• Stock options
• Multi-state K-1s
• Ability to research, interpret, and apply tax code to unique circumstances.
• Ability to read, understand, and apply directions contained in trust documents prepared by others
• Ability to read, understand, and apply directions contained in estate plans.
• Maintain active communication with clients to manage expectations and ensure satisfaction
• Actively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firm
• Participate in firm wide initiatives including recruitment
• Work with partners on proposals and business development

Requirements Include

• 5+ years of current or recent public accounting experience providing related tax experience
• Previous experience leading Trust and Estate tax teams preferred
• Minimum of a Bachelor’s Degree in Accounting or similar
• Current CPA license
• Experience leading teams and mentoring staff

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

We Provide a Robust Benefits Package, Including

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.