Overview
This role oversees day-to-day operations and client-facing work for the tax compliance team. Responsibilities include reviewing complex tax returns (primarily individual, plus S Corporation and Partnership engagements), ensuring accuracy, completeness, and compliance with applicable regulations. The position also includes serving as a primary client point of contact and having return-signing responsibility.
Responsibilities
Tax Compliance & Client Advisory
- Perform final preparation and review of complex federal, state, and local tax returns (individual, corporate, S corporation, and partnership), ensuring accuracy and compliance with tax laws and firm standards.
- Communicate tax results, implications, and planning strategies clearly and effectively with clients.
Workflow Management
- Manage workflow across assigned tax engagements, ensuring deadlines are met and deliverables are completed efficiently, particularly during peak seasons.
- Coordinate resources and prioritize tasks to support timely and high-quality client service.
Technical Expertise & Research
- Serve as a technical resource on complex tax matters.
- Conduct and oversee tax research, documenting conclusions and recommendations for internal and client-facing use.
Team Leadership & Development
- Supervise, mentor, and develop staff and senior accountants; provide guidance, feedback, and support for professional growth.
- Promote adherence to firm standards, best practices, and quality expectations.
Accounting for Income Taxes (ASC 740)
- Oversee quarterly and annual tax provision calculations, ensuring accurate financial reporting and related disclosures.
Process Improvement & Operational Impact
- Identify and implement opportunities to improve tax processes, workflows, and technology utilization.
- Support operational efficiency initiatives and contribute to continuous improvement efforts.
Requirements
- Education: Bachelor’s degree in Accounting, Finance, or a related field (required).
- Credentialing: CPA certification is preferred or in progress/actively pursuing; or Enrolled Agent status is required.
- Additional Education: Master’s in Taxation (Mtax) is a plus.
- Experience: Minimum of 4-6 years of progressive tax accounting experience, including 1-2 years in a supervisory, senior, or team lead capacity.
- Must have managed client engagements and signed tax returns in the past.
- Technical Skills: Strong proficiency with tax preparation software (e.g., Drake, CCH Axcess, UltraTax, GoSystem) and tax research platforms.
- Software Skills: Advanced Excel skills are essential.
Preferred Qualifications
- Demonstrated leadership capability with the ability to lead, delegate tasks, and provide effective guidance to junior staff.
- Strong analytical and critical-thinking skills to interpret complex tax codes and resolve challenging tax scenarios.
- Excellent written and verbal communication skills for managing a team and interacting with managers, clients, or tax authorities.
Compensation & Benefits
- Base salary: $100,000-$120,000 plus discretionary bonus (exact base salary dependent on experience).
- Medical, Dental & Vision Insurance (coverage begins on the first of the month following your start date.)
- Paid Parental Leave
- 401(k) Matching Program
- Pre-Tax Commuter Benefits
- Pet Insurance
- Unlimited Flexible Time Off
- 7 Company‑Paid Holidays
- Employee Assistance Program (EAP)
Location
Minneapolis-based. This role serves a client base across the country.
Work Authorization
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.