MinneapolisRecruiter Since 2001
the smart solution for Minneapolis jobs

WEALTH MANAGEMENT TAX MANAGER

Company: Boulay
Location: Minneapolis
Posted on: June 26, 2019

Job Description:

Boulay, one of Minnesota's largest regional accounting and financial consulting firms located in Eden Prairie and Minneapolis, is currently seeking a talented, enthusiastic individual to join our firm as a Tax Manager.Boulay offers a unique approach to wealth planning and retirement planning. Our WealthNAV--- process includes a detailed financial analysis combined with tax optimization, risk management, and estate planning to create a custom plan to help our clients reach their personal and business objectives.The Tax Manager is the key link between Boulay Tax Department and the Wealth Management Department (Boulay Financial Advisors). This position is responsible for creating an excellent client experience as it relates to their individual and corporate tax needs. They will act as the primary relationship manager for clients as they lead the review, communication and implementation process between departments. Success in this role will be defined by client satisfaction, client retention, and effective use of Boulay staff in order to accomplish client specific goals.Responsibilities:Primary relationship manager for some clientsCommunicate with prospects and clients on complex tax planning conceptsReview advanced tax computations and workpapersReview individual tax returnsManage year-end planning and quarterly tax estimatesAddress IRS or State Taxing Authority notices and provide a timely responseCoordinate, plan, and schedule work flow for effective engagement managementOrganize and coordinate clients' income tax data for accurate and timely completionDelegate and oversee the initial preparation and set-up of client filesIdentify and communicate issues and tax planning ideas with Partners and colleaguesCollaborate cross-departmentally to gather information and resolve client mattersReview WIP, invoices, and billing entriesManage budget to drive a profitable engagementFollow all regulations and ethical standards set forth by the Firm and other governing bodiesShare knowledge, train, educate, and serve as a role model for less experienced staffDelegate work to less experienced staff based on their knowledge and capabilitiesDevelop rapport and professional relationships with clients, colleagues, referral sources, and prospectsAssist Partners in proposal and cross-sell opportunities, as appropriateStay abreast of changes and new tax developmentsParticipate in various business development activities as appropriate for one's levelQualifications and/or Experience:Required:Bachelor's Degree in Accounting or Finance degree6+ years of progressively challenging Public Accounting tax experienceCPA LicensureSolid track record of career achievements and work qualityStrong written and interpersonal communication skillsIndividual tax preparation and review experienceStrong knowledge of Internal Revenue Code, tax law, and tax processesAbility to creatively solve problems and analyze client dataAbility to effectively delegate, supervise, and review work of less experienced staffAbility to be flexible to changing circumstances and client needsStrong attention to detailAbility to work independently, multitask, and prioritize work to meet deadlinesCommunicate feedback and constructive criticism to lesser experienced staff in a timely mannerStrong interpersonal skills, a team-based attitude, and a desire to collaboratePreferred:Proficiency with accounting software programs (CaseWare, BNA Tax Planner, Maconomy, CRM, T-Value, CCH Tax, and QuickBooks a plus)Familiarity with financial planning basics including budgeting, retirement planning, protection planning, and estate planningOur clients tell us that what separates Boulay from the rest is our thoughtful and comprehensive client service; how we work hard to develop honest, down-to-earth, long-term relationships by listening to and instigating dialogues, and finally, that we are proactive in helping them solve problems and reach their goals. To be considered for the Boulay team, forward your resume and salary requirements in confidence to:BoulayAttn: Human Resources7500 Flying Cloud Drive, Suite 800Minneapolis, MN 55344--WE OFFER:?------Open doors at all levels------------------------------------------------?------Collaborative work spaces?------Flexible hours------------------------------------------------------------------------------------------------------------------?------Competitive Base & Bonus Compensation?------Learning and Development--Programs----------------------------?------Dress for Your Day Culture?------Generous Vacation, Personal and Holiday--------------------------?------Boulay Buddies, Mentors and Primary Partners?------Comprehensive benefits package----------------------------------------------------?------Paid Volunteer Time?------Firm and team social events------------------------------------------------------------------?------Snacks, Pop and Ping Pong!www.boulaygroup.com

Keywords: Boulay, Minneapolis , WEALTH MANAGEMENT TAX MANAGER, Executive , Minneapolis, Minnesota

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Housekeeping Manager
Description: Housekeeping Manager SUMMARY: To plan, organize, and direct the activities of the casino Environmental Service operations ensuring the casino complex is clean and sanitary. Responsible for a high level (more...)
Company: Treasure Island Resort & Casino
Location: Cottage Grove
Posted on: 07/23/2019

11B Infantryman - Management Training
Description: 11B Infantryman - Management Training Job ID: 1084171 Job Views: 18 Location: RIVER FALLS, Wisconsin, United States ZIP Code: 54022 Job Category: Ground Forces Posted: 07.19.2019 Age Requirements: Must (more...)
Company: Army National Guard
Location: River Falls
Posted on: 07/23/2019

Construction Project Manager (Healthcare & Industrial)
Description: Job Description ul li Determine the scheduling of different phases of a project based on established deadlines. li Negotiate contracts with architects, vendors, contractors and other workers. li (more...)
Company: Michael Page
Location: Minneapolis
Posted on: 07/23/2019


Housekeeping Manager
Description: Housekeeping Manager SUMMARY: To plan, organize, and direct the activities of the casino Environmental Service operations ensuring the casino complex is clean and sanitary. Responsible for a high level (more...)
Company: Treasure Island Resort & Casino
Location: Red Wing
Posted on: 07/23/2019

11B Infantryman - Management Training
Description: 11B Infantryman - Management Training Job ID: 1079385 Job Views: 16 Location: EAST SAINT PAUL, Minnesota, United States ZIP Code: 55106 Job Category: Ground Forces Posted: 07.19.2019 Age Requirements: (more...)
Company: Army National Guard
Location: Saint Paul
Posted on: 07/23/2019

Program Manager 3 (Missile Products) with Security Clearance
Description: At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive (more...)
Company: Northrop Grumman
Location: Minneapolis
Posted on: 07/23/2019

Business Development Director
Description: Description: br Position Summary br The Business Development Director position is a key sales role within the Our Client's Life Sciences Unit sales team for North America, responsible for executing (more...)
Company: Tephra Inc.
Location: Minneapolis
Posted on: 07/23/2019

Assistant Manager-NEW Location
Description: Job Description Brand: Caribou Coffee At Coffee Bagel Brands, our team has a common set of values that we call our Purpose Heart. These are the behaviors that guide how we work, how we treat each (more...)
Company: Coffee and Bagel Brands
Location: Burnsville
Posted on: 07/23/2019

11B Infantryman - Management Training
Description: 11B Infantryman - Management Training Job ID: 1084138 Job Views: 31 Location: NEW RICHMOND, Wisconsin, United States ZIP Code: 54017 Job Category: Ground Forces Posted: 07.19.2019 Age Requirements: Must (more...)
Company: Army National Guard
Location: New Richmond
Posted on: 07/23/2019

Vice President - Client Services
Description: Do you love working with clients to identify marketing strategies that outsmart their competition Are you a senior leader who can win the heart of a client, understand their challenges and then leverage (more...)
Company: Marketing Architects
Location: Minneapolis
Posted on: 07/23/2019

Log In or Create An Account

Get the latest Minnesota jobs by following @recnetMN on Twitter!

Minneapolis RSS job feeds