Tax Manager High Net Worth Complex Entities

Caliber Recruiting Group; Minneapolis (MN); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401k employer matched

Dental HMO

Flexible schedule

Life Insurance

Medical Insurance employer subsidized

Reasonable hours

Job summary

Caliber Recruiting Group is seeking a Tax Manager in Minneapolis with experience across different business entities and high net worth clients. The role offers strong compensation and comprehensive benefits.

The candidate should have a Bachelor’s degree in accounting, 5-7 years in accounting, and CPA or EA is a plus. Tax prep and review experience with entities like C-Corps, S-Corps, trusts, and partnerships is required.

Qualifications

• Bachelor's degree in accounting or equivalent with accounting focus.
• 5-7 years of accounting experience in a firm / wealth management / public accounting / CPA firm environment.
• CPA license is a big plus; EA is also a plus, with 5-7+ years of tax prep and review work.

Responsibilities

• Prep and review experience with C-Corps, S-Corps, Trusts and Partnerships, as well as tax return work with high net worth individuals.
• 5-7 years of accounting experience in a firm / wealth management / public accounting / CPA firm environment.

Education

Bachelor's degree in accounting or equivalent with accounting focus

Tools

Tax software

Job description

A top locally owned CPA and advisory services firm in Minneapolis has engaged with us to find a Tax Manager with experience in various business entities and high net worth clients.

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Pay and Benefits of the Role:

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• $120,000-$150,000 annually
• 401 (k) employer matched
• Dental HMO
• Flexible Schedule
• Life Insurance
• Medical Insurance employer subsidized
• Hours capped at reasonable levels even during busy season

Responsibilities and Duties for the Role:

• Bachelors in accounting, (or equivalent, Business with accounting focus, econ, finance)
• 5-7 years of accounting experience in a firm / wealth management / public accounting / CPA firm environment
• CPA license is a big plus, but NOT required EA is also a plus, with 5-7 or more years of tax prep and review work
• Prep and Review experience with C-Corps, S-Corps, Trusts and Partnerships, as well as tax return work with high net worth individuals
• Substantial experience with various, well known tax software programs