Director of Tax Central

Gradient Financial Group•Arden Hills, MN

2d•Remote

About The Position

Are you an experienced CPA who loves helping clients but is tired of the busy season grind? If you thrive on building meaningful client relationships and being a trusted tax resource, this could be the perfect next step in your career. We’re seeking a CPA with strong tax expertise and an entrepreneurial mindset to partner with our Financial Services Professionals. In this role, you’ll provide tax guidance and planning strategies, helping advisors better serve their clients while positioning yourself as a key resource within the team. The benefit to you is that you will be working with established professionals who already have client relationships which will allow you to focus on delivering high-value tax insight. The real benefit to you is that you can enjoy a work life balance and have a career with unlimited growth opportunities.

Requirements

3–7 years of hands-on experience providing personal and/or business tax planning and preparation services to clients.
Certified Public Accountant (CPA) designation or Juris Doctor (JD) with relevant tax experience
Experience working with tax software (CCH preferred).
Leverage technology and automation to streamline workflows, enhance accuracy, and prioritize review and strategic analysis over manual data entry.
An ability to communicate with our Financial Services Professionals across the United States.

Responsibilities

Provide support to our Financial Services Professionals by being a tax resource for their questions
Analyze client tax returns to find errors, omissions and other planning opportunities
Prepare returns for Financial Services Professionals and their clients
Create clear, actionable tax guidance and resources to support Financial Services Professionals in advising their clients