Tax Senior

Overview

Full Service Accounting Firm with Wealth Management and Estate Planning. This Jobot Job is hosted by Kevin Shilney. Easy Apply by clicking the Easy Apply button and sending your resume.

Salary $80,000 - $110,000 per year.

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 emphasizes 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.

• 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&D 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

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

Interested in hearing more? Easy Apply now by clicking the Easy Apply button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

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