Tax Manager - High Net Worth

The role

This individual manages client assignments and projects while coaching and directing team members. They handle the preparation and review of various tax returns for high net worth clients.

What you will do

• Manage multiple client engagements simultaneously
• Maintain relationships with executives at multiple family offices
• Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns
• Manage, develop, train, and mentor team members
• Supervise and review team members work for accuracy and compliance
• Review Individual returns including complex partnership K-1s, stock options, and multi-state K-1s
• Research, interpret, and apply tax code to unique circumstances
• Read, understand, and apply directions in trust documents and estate plans
• Maintain active communication with clients
• Participate in firm wide initiatives including recruitment and business development

Required qualifications

• 5+ years of current or recent public accounting experience providing related tax experience
• Minimum of a Bachelor’s Degree in Accounting or similar
• Current CPA license
• Experience leading teams and mentoring staff

Nice to have

• Previous experience leading Trust and Estate tax teams

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

BFJ was founded in 2002 in Saint Paul, Minnesota. It is an accounting and advisory firm providing consulting services to industries including construction, real estate, manufacturing, and franchise.