Tax Manager

Company: Dahl Consulting
Location: Minnetonka
Posted on: May 11, 2022

Job Description:

Permanent Hybrid $120K Company Overview: This organization has been an innovative leader in the financial services industry for over 60 years. They provide the services and support independent financial advisors rely on to operate their firms efficiently and competitively. Over the years, we have developed a vast network that allows us to provide our 300 independent advisors access to the support services and industry partners that advisors in large institutions enjoy without being part of a large institution. Tax Manager Main Responsibilities Preparation of individual and small business income tax returns (partnerships and corporations), including necessary accounting, preparing, and processing estimates and extensions Manage and develop tax policy Build and implement operational procedures to help maintain an efficient and effective process for each tax season Assist with IRS audit support as needed Act as the primary point of contact for tax software Participate in income tax research and planning Work with Financial Planner and Client Service Administrator to produce required reports and tax planning recommendations upon request Additional research projects as needed Tax Manager Key Qualifications CPA certification 3 years of experience with tax software 3-5 years of experience in tax or accounting Financial industry experience People management experience is a plus An individual who can work well independently and also be a team player Ability to meet tight deadlines and effectively handle stressful situations; and to juggle multiple projects Knowledge and application of Business Software including Microsoft Office Suite, CRM Client Database, Ultra Tax, and other tax programs Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to manage confidential financial data in a professional manner

Keywords: Dahl Consulting, Minnetonka , Tax Manager, Executive , Minnetonka, Minnesota