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Senior Tax Accountant

SNI Financial
Minneapolis, MN, US
Full-time

TAX SENIOR - MINNEAPOLIS

SNI Financial has partnered with our Minneapolis client searching for a Tax Senior to provide compliance, planning and strategy for over 20 family members and their businesses.

Great opportunity to work for a well-known multi-generation family and its real estate businesses and charitable initiatives! The Head of Tax has a great reputation for developing strong teams and is looking for someone with experience in partnerships, closely held businesses, high wealth individuals, and trusts.

3-6 years of public accounting experience preferred from Big 4 or a large national / regional firm.

Responsibilities :

  • Provide tax compliance, planning and strategy for a variety of returns for a family office
  • Calculate federal and state quarterly estimated tax payments
  • Assist with projecting, planning, and modeling of federal tax implications
  • Maintain shareholder basis schedules
  • Perform tax research for proposed transactions and other tax issues and provide documentation of conclusions
  • Research and draft responses to audit requests and tax notices from federal, state and local taxing authorities

Qualifications :

  • 3-6 years of public accounting experience, preferably Big4 or large national / regional firm
  • CPA preferred
  • Proven experience in partnerships, closely held businesses, high wealth individuals, and trusts
  • High level of attention to detail and accuracy
  • Strong organization skills, with ability to work independently
  • Ability to maintain confidential information in an appropriate manner

Danielle Pelzel, CPA

Senior Associate Partner Executive Tax Recruiter

SNI Financial Recruiting

214-545-6452

[email protected]

4 days ago
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