- Reviews & finalizes tax returns for a large volume of tax clients, including individuals, trusts, and businesses
- Responsible for clear & concise communication with clients on all matters including delivery of income tax returns
- Responsible for timely & accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients
- Maintains accurate list of returns in CRM, including status, fee, collections, etc.
- Stays up to date on tax law changes and is able to communicate the effects of the law changes to clients
- All other duties as assigned
- 4 years of public accounting experience
- CPA License
- Master's Degree in income taxation
- Experience with high-net worth individuals and/or trusts
- Experience handling a large volume of returns/clients
- Understanding and previous use of Windows 10
- Proficiency in MS Excel and Word
- Ability to quickly learn and adapt to new systems and technology
- Previous use of ProSystem Fx or CCH Axcess Tax preferred, but not required
-
Tax Director
1 week ago
The Ladders Minneapolis, United States· Job Summary: · The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for an answer. · Creative ...
-
Tax Director
2 weeks ago
Jobot Minneapolis, United StatesJob Description · Job DescriptionTop 20 firm with balance + Partner track Employee owned + stock options · This Jobot Job is hosted by: Ruby Voight · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. · Salary: $160,000 - $225,000 per year ...
-
Tax Manager or Director, Partnership Tax
2 weeks ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Tax Manager or Director
6 days ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Tax Manager or Director
2 weeks ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Tax Director
2 weeks ago
BerganKDV Minneapolis, United StatesJob Summary: · The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for an answer. · Creative Pl ...
-
Director of Tax
3 weeks ago
Ryan Companies US Minneapolis, United StatesWith more than 80 years in business and 16 offices (and growing), Ryan offers comprehensive commercial real estate solutions to customers across the US. We bring a collaborative, relationship-driven approach to delivering spaces where people thrive and businesses succeed. Join a ...
-
Senior Tax Manager or Director
2 weeks ago
Jobot Minneapolis, United StatesJob Description · Job DescriptionTOP Accounting firm with stellar compensation, profit sharing + benefits · This Jobot Job is hosted by: Ruby Voight · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. · Salary: $110,000 - $250,000 per yea ...
-
Tax Manager or Director, Partnership Tax
1 week ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Manager/Director - Income Franchise/M&A Tax
3 weeks ago
CliftonLarsonAllen Minneapolis, United States Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ...
-
Tax Manager or Director, Partnership Tax
3 weeks ago
CliftonLarsonAllen Minneapolis, United States Regular, Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Tax Manager or Director
1 month ago
CliftonLarsonAllen Minneapolis, United States Regular, Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Manager/Director of Tax
1 week ago
Jobot Minneapolis, MN, United StatesGrowth opportunity + BEST stock offering in public accounting · This Jobot Job is hosted by: Ruby Voight · We are a TOP 30 accounting firm offering immense growth opportunity and the chance to work with the nations top clients within the Financial Services space We are recognize ...
-
Manager/Director - Income Franchise/M&A Tax
5 days ago
Clifton Larson Allen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Director, Tax
1 week ago
HelpSystems Eden Prairie, United StatesLocation field must contain 'city, state' or a zip code to perform a radius search (e.g., · Denver, CO · or · City and state must be separated by a comma followed by a space (e.g., · Houston, TX ) · HelpSystems LLC · Director, Tax · in · Eden Prairie , · Minnesota · Prob ...
-
Senior Tax Manager or Director
2 weeks ago
Jobot Minneapolis, United StatesJob Description · Job DescriptionTop 10 accounting firm with growth opportunity · This Jobot Job is hosted by: Ruby Voight · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. · Salary: $110,000 - $250,000 per year · A bit about us: · Base ...
-
Asset & Wealth Management Tax Director
3 weeks ago
PwC Minneapolis, United StatesIndustry/Sector · Asset and Wealth Management · Specialism · Industry Tax Practice · Management Level · Director · Job Description & Summary · A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our ...
-
Manager or Director Private Client Tax
3 weeks ago
CliftonLarsonAllen Minneapolis, United States Regular, Full time· CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than ...
-
Manager/Director - Income Franchise/M&A Tax
3 weeks ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Wealth Advisory Services, Tax Director
3 weeks ago
Redpath & Company Saint Paul, United StatesJob Description · Job Description Salary:At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly g ...
Tax Director - Bloomington, United States - BerganKDV
Description
Job Summary:
The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for an answer.
The Tax Director will work directly with clients to prepare and deliver income tax returns as well as consult on any questions or planning with the wealth managers.
They will be responsible for their own group of advisors to support as well as their own book of tax returns to prepare.
The tax department is a fun group of driven and dedicated professionals.We are looking for tax accountants who love client service but don't like the headaches of a traditional public accounting firm, such as hourly billing and tracking your time.
We offer a great work/life balance, autonomy, and the chance to work directly with a wide variety of clients.Job Duties:
Required Experience/ Qualifications:
Preferred Experience/ Qualifications:
Technical Skills: