Tax Senior

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

Benefits offered by this job

Hybrid work schedule

Medical insurance

Dental coverage

Vision plan

Life insurance

AD&D insurance

Disability insurance

Wellness program

401k Safe Harbor

Bonuses

Discretionary bonuses (10-15%)

Yearly raises

Unlimited PTO

Job summary

Leoforce, a Minneapolis-based financial services firm, is seeking a Tax Senior to prepare and review complex federal and state returns for individuals, partnerships, corporations, estates, and trusts. You will analyze financial data for accuracy, stay current on tax laws, and identify opportunities for tax savings while supporting peak-season workloads.

You will also engage directly with clients to gather information, explain complex concepts clearly, participate in planning meetings, and assist

Responsibilities

• 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
• 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
• 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

Job description

Tax Senior

Job Description

Experience: Mid Level
Salary: $80,000 - $110,000 per year

Job Details

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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

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A bit 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 places a strong emphasis on 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?

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• 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&AD 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

#accounting-finance #cpa #individual #ea #tier4