We are a local CPA and Wealth Management firm located in the southern Minneapolis area. We are about 20 employees strong and provide Tax, Accounting, Family Office, and Wealth Management services to a wide range of clients. We serve a lot of HNWI/UHNWIs, small businesses and families. We have a very connected family feel atmosphere with a very flexible schedule where most employees can "make their own schedule. " We offer the ability to work from home as long as employees are willing to be in office for major meetings and to meet with clients.
We have a director that is looking to retire in the upcoming years, so we are looking for someone to come in to take over the client book and manage a book consisting of a lot of HNWIs, Trust & Estate clients, and some closely held businesses. This role also comes with a quick transition to partnership for those interested, with a timeline of 1-3 years.
Requirements7+ years of Public Accounting exp. Active CPAExpert at Prep and Review of individual, partnerships, trust & estate returnsExpert at individual and fiduciary tax planningAbility to train and mentor junior associatesTeam player that enjoys collaborating with the teamAdept at tax research on new tax laws and guidelinesNice to HavePrior focus in High Net Worth individuals and Trust & Estate ClientsDesire to become partner in a CPA firm
Benefits
Base Salary: $120,000-$185,000
Medical, Dental, Vision401k w/ MatchFlex HoursHybrid-Remote ScheduleQuick path to Partner (1-3 years)State of the Art officeIn office GymFree ParkingCollaborative Work EnvironmentLimited Busy Season Hours (50-55hours)Applicants must be authorized to work in the U.S.
Additional ways to apply Preferred Skills CPA Tax Manager HNWI Public Accounting Tax Senior Manager High Net Worth trust High-Net-Worth High Net-Worth Individual Partnerships Corey Sanders is recruiting for this position and the positions below.
Email me to apply for this position