Tax Manager; Trust & Estate

About the Firm

We are a mid‑sized CPA firm headquartered in Minnesota with a 50+ year history of serving individuals, families, and businesses across the region. Our success is built on long‑term client relationships, deep technical expertise, and a collaborative “one firm” approach that puts people first.

With multiple offices across the state and more than 100 employees, we offer the resources of a larger firm with the culture and personal attention of a close‑knit team. We’re proud of our low turnover, approachable leadership, and emphasis on growth opportunities for our people. Employees enjoy flexible work arrangements, hybrid schedules, shorter summer hours, robust professional development, and fun company events.

$120,000 - $150,000 per year

Tax Manager

• Prepare and lead individual, trust, estate, and business tax returns; assist with planning
• Complete initial reviews and prepare complex tax returns
• Provide leadership and training for junior staff and interns
• Support tax planning efforts and lead assigned projects
• Prepare and review compiled financial statements
• Collaborate with managers and firm leadership in a team environment
• Use current tax and accounting software for engagements
• Handle sensitive and confidential information with discretion
• Begin identifying areas of specialization
• Research technical tax issues
• Support firm business development initiatives
• Professionally represent the firm at client and community functions
• Participate in industry niches and civic/professional organizations

• Bachelor’s degree in Accounting/Finance or related field
• CPA exam passed or in progress
• 4+ years of tax/accounting experience in a CPA firm, with trust, estate, gift, and complex return exposure
• Strong technical, analytical, and organizational skills
• Excellent verbal and written communication skills
• High level of focus, attention to detail, and ability to manage deadlines
• Experience with Pro Systems, Quick Books, and CCH Engagement

Not Applicable

Full‑time

Accounting/Auditing and Finance

Accounting, Financial Services, and Banking

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.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.