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Senior Tax Advisor Wealth & Estate Planning

Job in Saint Paul, Ramsey County, Minnesota, 55199, USA
Listing for: CFS
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 83000 - 124000 USD Yearly USD 83000.00 124000.00 YEAR
Job Description & How to Apply Below
Position: Senior Tax Advisor for Wealth & Estate Planning

Senior Tax Advisor role in Shoreview, MN on-site preferred, with openness to hybrid arrangements. Join a wealth management firm delivering sophisticated tax planning for business owners, retirees, and high-net-worth families.

You will provide both tax preparation and strategic guidance across individuals, partnerships, S-Corps, trusts and estates, while collaborating with advisors on integrated wealth planning. The role includes managing a diverse client portfolio and staying current on tax laws.

We are looking to fill the Senior Tax Advisor for Wealth & Estate Planning position at CFS in Saint Paul, MN, United States.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Saint Paul, MN, United States.

Position Requirements
10+ Years work experience
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