Tax Senior

Jobot; Richfield (MN); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical and dental insurance

401k Safe Harbor Contribution

Unlimited PTO

Bonuses for new business development

Year over year raises

Job summary

A financial services firm located in Richfield, Minnesota, is seeking an experienced tax professional. The role involves preparing and reviewing complex tax returns, advising clients on tax strategies, and collaborating with cross-functional teams. Candidates should have a relevant degree and excellent communication skills. This is a hybrid position offering a salary of $80,000 - $110,000 with comprehensive benefits including medical, dental, and unlimited PTO.

Qualifications

• Experience with federal and state tax returns.
• Strong understanding of evolving tax laws.
• Excellent communication skills for client interaction.

Responsibilities

• Prepare and review complex tax returns for various entities.
• Analyze financial data for accuracy and compliance.
• Work directly with clients to clarify tax documentation.
• Review work prepared by other team members.

Skills

Tax preparation

Client interaction

Analytical skills

Detail-oriented

Team leadership

Education

Relevant degree in accounting or finance

Job description

Overview

Full Service Accounting Firm with Wealth Management and Estate Planning. This Jobot Job is hosted by Kevin Shilney. Easy Apply by clicking the Easy Apply button and sending your resume.

Salary $80,000 - $110,000 per year.

About Us

We are a Minneapolis-based financial services organization that delivers integrated tax, financial planning, estate planning, and investment management solutions through a comprehensive family office–style approach. Our model is designed to provide high-net-worth individuals and families with clarity, confidence, and long-term financial alignment by coordinating advanced tax strategies with broader wealth planning initiatives. The firm emphasizes proactive tax planning, collaboration across advisory teams, and delivering thoughtful, customized solutions that help clients preserve and grow wealth over generations. In addition to client service, the organization is deeply committed to community impact and values integrity, education, and long-term relationships.

Why join us?

• Hybrid, 2 days WFH after initial ramp up
• Medical (firm covers 80%), Dental (firm covers 80%) and 100% vision plans available
• Firm covers 100% for life insurance, AD&D insurance, short/long term disability
• Health and wellness programs - first stop health membership
• 401k Safe Harbor Contribution
• New business development bonuses
• Discretionary bonuses (usually 10-15%)
• Year over year raises
• Unlimited PTO

Job Details

Tax Preparation & Review

• Prepare and review complex federal and state tax returns for individuals, partnerships, corporations, estates, and trusts
• Analyze financial data to ensure accuracy, completeness, and compliance
• Stay current on evolving tax laws and regulatory requirements
• Identify opportunities for tax savings, credits, and deferral strategies
• Support the tax team during peak season to ensure timely, accurate filings

Client Interaction & Advisory Support

• Work directly with clients to gather tax information and clarify documentation
• Communicate complex tax concepts in a clear, practical, and client-friendly manner
• Participate in client meetings related to filings, planning strategies, and recommendations
• Assist leadership in evaluating prospective clients and supporting onboarding efforts

Collaboration & Team Leadership

• Review work prepared by other tax team members, providing guidance and feedback
• Partner with cross-functional teams to deliver integrated client service
• Identify additional advisory or planning needs for existing clients
• Contribute to internal tax policies, procedures, and training initiatives

How to Apply

Interested in hearing more? Easy Apply now by clicking the Easy Apply button.

Equal Opportunity

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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