Sign upLog in

Tax Senior

Jobot

Richfield, MN

Apply
JOB DETAILS
SALARY
$80,000–$110,000 Per Year
SKILLS
Accounting, Business Development, Cross-Functional, Customer Relations, Customer Support/Service, Customer/Client Research, Documentation, Estate Planning, Federal Tax, Financial Analysis, Financial Planning, Financial Services, High Net Worth, Investment Management, Leadership, Legal, Onboarding, People Management, Regulatory Requirements, Sales Prospecting, State Tax, Strategic Planning, Tax Planning, Tax Regulations, Tax Returns, Team Lead/Manager, Time Management, Vision Plan, Wealth Management, Work From Home
LOCATION
Richfield, MN
POSTED
Today
Full Service Accounting Firm with Wealth Management and Estate Planning!

This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $80,000 - $110,000 per year

A bit about us:

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 places a strong emphasis on 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.

Why join us?
  • 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&AD 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


Job Details

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

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com

Resume Resources

Free Resume TemplatesFree Resume Builder