Tax Manager- High Net Worth, S-Corps

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

Benefits offered by this job

401(k) employer matched

Dental HMO

Flexible Schedule

Life Insurance

Medical Insurance employer subsidized

Hours capped at reasonable levels

Job summary

Caliber Recruiting Group is assisting a locally owned Minneapolis CPA firm in finding a Tax Manager with experience in various business entities and high net worth clients.

The role offers a $120,000-$150,000 salary, 401(k) employer matched, dental HMO, medical insurance with employer subsidy, and a flexible schedule. CPA license is a plus; EA is also beneficial, with 5-7 years of tax prep and review experience.

Qualifications

• Bachelor's degree in accounting or equivalent required.
• 5-7 years accounting experience in a firm/wealth management/public CPA setting.
• CPA license is a big plus, EA also a plus.
• Prep and review experience with C-Corps, S-Corps, Trusts and Partnerships, plus high net worth individuals.

Responsibilities

• Prepare and review tax returns for various business entities and high net worth clients.
• Ensure accuracy, compliance and timely filing for complex tax situations.
• Collaborate with clients and advisory teams to optimize tax strategies.

Skills

Attention to detail

Communication

CPA license a plus

Education

Bachelor's degree in accounting or equivalent

Tools

Tax software experience

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.

Caliber Recruiting Group partners with locally owned CPA and advisory firms that are progressive minded and employee focused. We don't work for the "Big 4" but we do work with growing and top-rated firms that do complex business tax work and also provide personal service for their clients.

Pay and Benefits of the Role:

• $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