Wealth Tax Manager for High Net Worth Planning Advisory

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

Benefits offered by this job

Medical, dental, vision

401(k) plan with 3% contribution

Discretionary annual bonus

Job summary

The Bahnsen Group is seeking a Tax Manager to join our Minnetonka, MN office and support a low-volume, high-touch client experience for high-net-worth individuals and Family Office clients.

You will work closely with Private Wealth Advisors, providing proactive tax planning, detailed compliance work, and thoughtful advisory services while collaborating across teams and reporting to the Tax Director. This is a full-time, in-office role with growth potential.

Qualifications

• Minimum 5 years of experience in public accounting or an RIA-based tax environment.
• Senior Associate / Senior Accountant or Tax Manager experience required.
• CPA or JD strongly preferred; EA required.
• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related field.
• Strong working knowledge of individual taxation, S corporations, partnerships, trusts and estates.
• Experience serving high-net-worth individuals and multi-entity family structures.
• Detail-oriented with strong organizational, time management, and prioritization skills.
• Experience with CCH Axcess and CCH Workflow; BNA Tax Planner.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Provide tax planning, compliance, and advisory services to high-net-worth individuals and Family Office clients.
• Act as the primary day-to-day tax contact for assigned client relationships.
• Participate in client meetings to address tax matters and explain planning strategies.
• Collaborate with Wealth Advisors and internal teams to align tax strategies with financial objectives.
• Review and file a wide range of tax returns across federal and multi-state jurisdictions.
• Ensure accuracy, completeness, and timely filing; may sign returns with approval.
• Identify technical issues, planning opportunities, and compliance risks during reviews.
• Stay current on tax law developments impacting high-net-worth individuals, trusts, and multi-state filers.
• Provide guidance and mentoring to junior tax staff; contribute to workflow improvements.
• Continue developing technical expertise through learning and exposure to complex tax matters.

Skills

Public accounting

Tax planning

Attention to detail

Time management

Mentoring

Education

Bachelor's in Accounting/Finance

Active CPA or JD preferred

EA required

Tools

CCH Axcess

CCH Workflow

BNA Tax Planner

Microsoft Office

Job description

The Bahnsen Group is seeking a Tax Manager to join our Minnetonka, MN office and support a low-volume, high-touch client experience for high-net-worth individuals and Family Office clients.

You will work closely with Private Wealth Advisors, providing proactive tax planning, detailed compliance work, and thoughtful advisory services while collaborating across teams and reporting to the Tax Director. This is a full-time, in-office role with growth potential.