Talent.com
Senior Tax Associate (Wealth Advisory Services)

Senior Tax Associate (Wealth Advisory Services)

Redpath and CompanySaint Paul, MN, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

Why Redpath?

At Redpath, you’ll be valued for who you are and supported in where you’re going. We’ve created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You’ll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our team is proactive in all we do, taking initiative, clearing roadblocks, and staying ahead for our clients and each other. Here, your voice matters, your growth is a priority, and your work drives real impact. We’re driven to improve, grow, and deliver excellence together, personally and professionally. This isn’t just a job. It’s a place to build a career and a community.

Responsibilities :

  • Preparing complex Estate, Gift and Trust tax returns.
  • Reviewing mid level Estate, Gift and Trust tax returns.
  • Reviewing mid level individual income tax returns.
  • Providing estate planning and compliance advice to clients.
  • Performing / overseeing complex tax research projects.
  • Proposing solutions to clients on tax issues and suggesting appropriate trust vehicles.
  • Supervising and reviewing work of staff below manager level.
  • Fostering client relationships.

Qualifications :

  • Bachelor’s Degree in Accounting
  • Active CPA license and / or JD
  • 3-5 years of public accounting experience in Estate, Gift & Trust Tax
  • Ability to manage and mentor staff
  • Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
  • Ability to travel on-site to clients as needed
  • Live in the greater Minneapolis / St. Paul area
  • About Redpath and Company?

  • Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do.
  • Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients.
  • Positive - We cultivate a solution-oriented culture that embraces change, encourages collaboration, and thrives in the face of challenges.
  • Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects.
  • Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations. Core commercial industries served include manufacturing and distribution; construction, real estate, and engineering; and technology.

    Areas of service expertise include audit and assurance; personal, business, and international tax; state and local tax; sales and use tax; and succession and estate planning. Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory, including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations.

    The firm was founded in 1971. With offices located in St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA and advisory firms in Minnesota.

    Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit www.redpathcpas.com.

    Redpath and Company offers a comprehensive benefit package, including :

  • Medical, Dental, and Vision plans
  • HSA and FSA
  • Voluntary Long-Term Disability
  • Company paid Short-Term Disability
  • Paid parenting leave
  • 401k plan with company match after 6 months of service
  • Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.

    serp_jobs.job_alerts.create_a_job

    Tax Senior Associate • Saint Paul, MN, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    R&D Tax Associate - Remote Eligible

    R&D Tax Associate - Remote Eligible

    Eide BaillyMinneapolis, MN, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    All Locations in the United States.A typical day as an R&D Tax Associate might include the following : .Assisting in the execution of R&D tax credit engagements for clients in the manufacturing, tech...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Tax Associate

    Senior Tax Associate

    Solid Rock Recruiting LLCMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Tax Senior – Public Accounting | Hybrid | Growth-Focused CPA Firm.Are you ready to take the next step in your public accounting career with a firm that values flexibility, collaboration, and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    State & Local Tax Senior Associate Income / Franchise Focus - Remote Eligible

    State & Local Tax Senior Associate Income / Franchise Focus - Remote Eligible

    VeracityMinneapolis, MN, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    State & Local Tax Senior Associate Income / Franchise Focus.Remote Eligible Remote | Hybrid Denver, CO / Des Moines, IA / Fargo, ND / Minneapolis, MN / Phoenix, AZ / Rancho Cucamonga, CA / Salt La...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Block Advisor Tax Advisor

    Block Advisor Tax Advisor

    H&R BlockChamplin, MN, United States
    serp_jobs.job_card.full_time
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    BGM GroupMinneapolis, MN, US
    serp_jobs.job_card.full_time
    BGM is a nationally recognized collective of entrepreneurial-minded advisors, analysts, accountants, and auditors who leverage a full suite of financial services to provide present tense impact and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Policy & Advocacy Associate

    Policy & Advocacy Associate

    Coalition of Asian American LeadersSaint Paul, MN, US
    serp_jobs.job_card.full_time
    The Coalition of Asian American Leaders (CAAL) envisions a just and joyful future where all Minnesotans, regardless of background, have the power to shape decisions that affect us and can live with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Institutional Advisor

    Senior Institutional Advisor

    AlerusMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Alerus is a commercial wealth bank and national retirement provider with one core purpose : helping clients achieve their financial goals. We are driven by a shared commitment to always do the right ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Associate - Financial Services (Hybrid)

    Senior Tax Associate - Financial Services (Hybrid)

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitCedar, MN, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Program Associate

    Senior Program Associate

    Dakota CountyHastings, MN, US
    serp_jobs.job_card.full_time
    POSTING TYPE : Open, Competitive.DEPARTMENT : Community Corrections.PREFERRED HIRING RANGE : $50,194- $56,468 annually.FULL SALARY RANGE : $50,194- $78,428 annually (Grade 105).LOCATION : JDC, Hastings,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitCEDAR, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitCEDAR, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitCEDAR, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    International Tax Senior Associate

    International Tax Senior Associate

    Grant Thornton LLPMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior TAS Associate

    Senior TAS Associate

    Redpath and CompanySaint Paul, MN, US
    serp_jobs.job_card.full_time
    Redpath and Company is a leading mid-size CPA and Advisory professional services firm.We are rapidly growing and excel in problem solving and value creation. We believe in our employees and offer a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Nutrition Services Associate - Casual

    Nutrition Services Associate - Casual

    St. Croix HealthSaint Croix Falls, WI, US
    serp_jobs.job_card.full_time +1
    Nutrition Services Associate - Casual.Continue with Google Continue with Google.Be among the first 25 applicants.Nutrition Services Associate - Casual. Get AI-powered advice on this job and more exc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitCEDAR, MN, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Associate- Transaction Advisory Services- Healthcare

    Senior Associate- Transaction Advisory Services- Healthcare

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    HDG #1105- Business Tax Services- Tax Controversy- Senior

    HDG #1105- Business Tax Services- Tax Controversy- Senior

    EYMinneapolis, MN, US
    serp_jobs.job_card.full_time
    HDG #1105- Business Tax Services - Tax Controversy - Senior.Other locations : Anywhere in Country.At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitCEDAR, Minnesota, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days