Tax Manager, Private Wealth — Elite Benefits & Growth

The Bahnsen Group; Minnetonka (MN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Full benefits package including health

401(k) plan with 3% company match

Job summary

The Bahnsen Group, a leading private wealth management firm in Minnetonka, MN, seeks a Tax Manager to join its growing Tax Services Department. This full-time, in-office role focuses on proactive planning, thoughtful advisory services, and technically sound compliance for high-net-worth individuals and Family Office clients.

The Tax Manager will collaborate with Private Wealth Advisors, participate in meetings, and serve as a trusted tax advisory resource across the firm, reporting to the Tax

Qualifications

• Minimum 5 years of experience in public accounting or an RIA-based tax environment.
• Active CPA or JD strongly preferred; EA may be acceptable.
• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field.
• Experience with high-net-worth individuals and multi-entity family structures.

Responsibilities

• Provide tax planning, compliance, and advisory services to high-net-worth individuals, Family Office clients, and closely held business entities.
• Act as the primary day-to-day tax contact for assigned client relationships.
• Participate in client meetings to address tax matters, explain planning strategies, and respond to tax-related inquiries.
• Collaborate with Wealth Advisors and internal teams to align tax strategies with broader financial objectives.
• Perform technical research and prepare clear analyses and recommendations.

Skills

5+ years tax experience in public/RIAs

Detail oriented

Time management

Education

Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related field

Active CPA or JD preferred; minimum EA

Tools

CCH Axcess

CCH Workflow

BNA Tax Planner

Microsoft Office

Job description

The Bahnsen Group, a leading private wealth management firm in Minnetonka, MN, seeks a Tax Manager to join its growing Tax Services Department. This full-time, in-office role focuses on proactive planning, thoughtful advisory services, and technically sound compliance for high-net-worth individuals and Family Office clients.

The Tax Manager will collaborate with Private Wealth Advisors, participate in meetings, and serve as a trusted tax advisory resource across the firm, reporting to the Tax