Senior Tax Manager - Wealth Management

Levelociti•Minnetonka, MN

22h

About The Position

A rapidly growing wealth management firm is seeking an experienced Senior Tax Manager to lead and expand its in-house tax practice. This leadership role combines technical tax expertise, team leadership, client relationship management, and practice growth within a collaborative financial services environment. The successful candidate will take responsibility for an established and growing client book while helping shape the firm’s expanding tax division. The Senior Tax Manager will lead the local tax office and oversee a small but growing team of tax professionals. The role includes providing high-quality service to business and individual clients, mentoring and developing staff, and collaborating with the Wealth Management team to deliver holistic financial solutions. The position is located in Minnetonka, Minnesota, and offers a competitive base salary of up to $150,000, bonus, and commission potential.

Requirements

CPA or EA credential required.
At least 7 years of public accounting or tax advisory experience.
Experience managing business and high-net-worth individual tax clients.
Prior leadership or team management experience.
Strong communication and client relationship skills.
Entrepreneurial mindset and interest in growing a practice.

Responsibilities

Manage and oversee an existing book of business clients.
Lead, mentor, and develop a team of tax professionals.
Review and prepare complex business and individual tax returns.
Advise clients on tax planning and strategy.
Drive operational excellence and workflow management within the office.
Collaborate with the Wealth Management team to deliver holistic financial solutions.
Identify opportunities to deepen client relationships across tax and wealth services.
Help scale and grow the internal tax practice.