Tax Senior - Hybrid, High-Impact Wealth Planning

Leoforce; Richfield (MN); Hybrid; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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

Aufgaben

• 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

Jobbeschreibung

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