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Senior Tax Advisor; CPA​/EA) Wealth Planning

Job in Shoreview, Ramsey County, Minnesota, USA
Listing for: Creative Financial Staffing, LLC
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Tax Advisor, Tax Manager
  • Accounting
    Tax Advisor, Tax Manager
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 (CPA/EA) for Wealth Planning

Creative Financial Staffing, LLC is seeking a Senior Tax Advisor (EA or CPA) in Shoreview, MN, onsite with hybrid options. The role combines technical tax expertise with client-facing advisory, handling complex federal/state returns and planning for business owners, retirees, and high-net-worth individuals.

Ideal candidates hold an active CPA or EA, maintain PTIN, and have 5+ years of progressive tax experience with familiarity in Ultra Tax, Drake, Pro Series or Lacerte.

We are currently recruiting a Senior Tax Advisor (CPA/EA) for Wealth Planning for our team in Shoreview, MN, United States.

Join us at Creative Financial Staffing, LLC as our next Senior Tax Advisor (CPA/EA) for Wealth Planning in Shoreview, MN, United States.

This is a great position to take on the Senior Tax Advisor (CPA/EA) for Wealth Planning role at Creative Financial Staffing, LLC.

Position Requirements
10+ Years work experience
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