Confidential · 3 hours ago
Senior Tax Manager
Minneapolis, MN
Full-time
Onsite
Mid, Senior Level
3+ years expConfidential company is seeking a Senior Tax Manager who will play a key role within the firm’s tax practice. This individual will be responsible for preparing and reviewing complex tax returns and collaborating with clients to identify strategic tax planning opportunities.
Staffing & Recruiting
No H1B
Hiring Manager
Pravarakhya Bandela
Responsibilities
Prepare and review complex tax returns for individuals, partnerships, corporations, estates, and trusts
Analyze financial data and ensure accuracy and completeness of supporting documentation
Stay current with evolving tax codes, regulations, and compliance requirements
Identify opportunities for tax savings, credits, and deferrals through proactive analysis
Support internal team during tax season to ensure timely and accurate filing
Collaborate with clients to gather required tax information and clarify documentation needs
Assist in communicating complex tax concepts in a clear and practical manner
Participate in client meetings to discuss filings, planning strategies, and recommendations
Identify potential prospective clients and work with leaders to determine if our services are a fit for the clients need and onboard new clients
Work closely with other tax team members to deliver high-quality tax services
Review work prepared by other tax members, providing guidance and feedback
Collaborate with internal teams to ensure integrated client service
Work cross-functionally to identify additional services that clients may need
Assist in the development of firm tax policies, procedures, and internal training initiatives
Qualification
Required
In-depth knowledge of federal and state tax laws, regulations, and compliance requirements
Strong analytical and problem-solving skills with attention to detail
Proficiency with tax software (e.g., Thomson Reuters CS, UltraTax, SurePrep, TaxCaddy, SafeSend, and similar software) and Microsoft Office Suite
Excellent written and verbal communication skills with the ability to explain technical issues to clients
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Strong understanding of partnership, corporate, and individual taxation
Bachelor's degree from an accredited college or university in Accounting, Finance, or related field
3–5 years of experience in public accounting or tax preparation
Authorized to work in the United States on a permanent basis
Preferred
Active CPA license or CPA eligibility
Experience with high-net-worth individuals, trusts, and multi-entity structures
Strong background in tax research and planning for closely held businesses
Experience supporting high-net-worth clients with integrated tax and estate planning strategies
Company
Confidential
Centralizing All Types Of Next Opportunities For You In One Place.
Vancouver, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase