Tax Senior

JobotRichfield, MN

$80,000 - $110,000 / year

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Overview

Remote

On-site

Compensation

$80,000-$110,000/year

Job Description

Full Service Accounting Firm with Wealth Management and Estate Planning!This Jobot Job is hosted by: Kevin ShilneyAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $80,000 - $110,000 per yearA 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 DetailsTax 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}

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FAQs About Tax Senior Jobs at Jobot

What is the work location for this position at Jobot?

This job at Jobot is located in Richfield, MN, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Jobot?

Candidates can expect a pay range of $80,000 and $110,000 per year.

What employment applies to this position at Jobot?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Jobot?

You can apply for this role at Jobot either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.