Tax Manager; Trust & Estate

Position: Tax Manager (Trust & Estate)
A bit about us:

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.

Why join us?

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 here enjoy flexible work arrangements, hybrid schedules, shorter summer hours, robust professional development, and fun company events. Whether you're early in your career or stepping into leadership, you'll find real opportunities to learn, grow, and make an impact.

Job Details

The role:

• 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

What we are looking for:

• 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

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.