Tax Manager - Family Office

Carlson Inc•Minnetonka, MN

10h•$130,000 - $160,000•Hybrid

About The Position

This is a rare opportunity to step into a role with end-to-end ownership of complex tax planning and compliance for a single, multi-generational family. This is not a high-volume busy-season role—it’s a high-trust, high-accountability environment where you’ll gain deep, long-term insight into the client’s tax and financial landscape and play a meaningful role in supporting them over time. Carlson is a family-owned financial and investment company and single-family office serving three generations of family members. The Carlson Family Office provides comprehensive services across wealth planning, investment management, tax, insurance, and personal services, with a strong commitment to professionalism, confidentiality, and discretion. We are committed to fostering a workplace where team members feel respected, supported, and able to contribute their perspectives, experiences, and ideas. You’ll lead the full tax compliance and planning lifecycle for three generations of family members, spouses, and related entities, partnering with internal stakeholders and outside advisors to deliver excellent outcomes. This position reports to the Senior Director of Tax and includes review of, and guidance on, work prepared by the Senior Tax Accountant. We’re looking for someone who enjoys thinking deeply, exercising sound judgment, working independently, and knowing when to bring in the right expertise to solve complex issues. If you’re energized by technical complexity, planning strategy, and end-to-end ownership, this role offers a compelling long-term opportunity.

Requirements

6+ years of progressive tax experience in public accounting serving HNW clients and/or family offices
Bachelor’s degree in Accounting required
Active CPA license required
Strong knowledge of individual, trust, gift/estate, partnership, and foundation taxation
Proficiency with tax preparation software (e.g., OneSource/GoSystems)
Exceptional attention to detail
Strong client-service mindset
Excellent communication and organization skills
Discretion required in a family office environment

Nice To Haves

MBT or Master of Accountancy preferred

Responsibilities

Own preparation and review of complex federal and state filings, including Individual (1040), Trust (1041), Gift (709), Partnership (1065), and Private Foundation (990-PF) returns
Review work prepared by the Senior Tax Accountant to ensure accuracy and reduce risk
Calculate and timely file/pay quarterly estimates and extension payments
Execute proactive income and estate tax planning, including cash-tax management and wealth-transfer strategies
Prepare multi-year projections and planning analyses that support smart decisions over time
Research and advise on evolving tax law affecting HNW individuals, trusts, operating entities, and private foundations
Improve compliance workflow and leverage technology to manage a growing volume of returns
Respond to IRS and state notices and examinations in a timely manner