Tax Manager (Specialty Trust/Estate)

Location: Minneapolis
Posted on: June 23, 2025

Job Description:

Hybrid | Top-Growth CPA Firm | Autonomy | Paperless | Small-Firm Feel, Big-Firm Perks | Top Workplace This Jobot Job is hosted by: Carrie Powell Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $90,000 - $145,000 per year A bit about us: A well-established regional accounting firm is seeking an experienced Tax Manager to join their team. This role focuses on managing and reviewing complex individual, trust, estate, and business tax engagements. The firm offers flexible work arrangements, reduced summer hours, and a collaborative work environment. Why join us? Hybrid 95% satisfaction rating from clients 50 years in business Top workplace in Minnesota Job Details Review and oversee the preparation of individual, trust, estate, and business tax returns. Analyze financial documents and estate planning materials to ensure accurate tax reporting. Lead tax planning initiatives and research complex tax issues. Manage multiple tax engagements and supervise staff accountants and interns. Develop and maintain client relationships, assisting with business development efforts. Communicate effectively with clients, team members, and tax authorities. Provide training and mentorship to junior staff, fostering professional growth. Prepare client billings and follow up on outstanding invoices. Draft internal memoranda and correspondence related to tax matters. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. Minimum of 4 years of experience in tax and accounting, preferably with a focus on trusts and estates. Strong technical knowledge and analytical skills. Proficiency in Microsoft Excel and Word. Excellent verbal and written communication abilities. High level of organization and attention to detail. Preferred Qualifications: Over 5 years of experience in a CPA firm, specializing in trusts, estates, and complex tax returns. Familiarity with tax preparation software such as ProSystems or Access. Active CPA license. Demonstrated commitment to client service and professional excellence. Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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, 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.

Keywords: , Brooklyn Park , Tax Manager (Specialty Trust/Estate), Accounting, Auditing , Minneapolis, Minnesota