Senior Tax Advisor (EA or CPA)

Location: Shoreview, MN (Onsite Preferred, Open to Hybrid Candidates or other work models)
Employment Type: Full-Time
Compensation: $60-$90/hour DOE (potentially higher for qualified candidates)

About the Opportunity

Our client, a highly regarded wealth management and financial planning firm, is seeking a seasoned Senior Tax Advisor to support a sophisticated client base comprised of business owners, retirees, high-net-worth individuals, and families with complex tax planning needs.

This role is ideal for an experienced tax professional who enjoys combining technical tax expertise with a consultative, client-facing approach. The Senior Tax Advisor will serve as a trusted resource to clients and advisors, providing both tax preparation and strategic tax guidance while managing a diverse portfolio of individual and business returns.

Key Responsibilities

Tax Advisory & Client Consultation

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• Serve as a primary tax advisor for a portfolio of individual and small business clients.
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• Conduct client meetings to review tax situations, identify planning opportunities, and address complex tax questions.
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• Collaborate with financial advisors to support integrated wealth, retirement, and tax planning strategies.
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• Provide guidance on tax-efficient strategies related to retirement distributions, business ownership, investments, estate planning, and other financial matters.
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Tax Preparation & Review

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• Prepare and review complex federal and state tax returns, including:
  
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  • Individual Returns (Form 1040)
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  • Partnerships (Form 1065)
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  • S-Corporations (Form 1120-S)
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  • Multi-Entity Business Structures
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  • Trust and Estate Returns
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  • K-1 Reporting
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• Identify deductions, credits, and advanced tax planning opportunities.
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• Manage filing deadlines, extensions, and tax correspondence.
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• Ensure accuracy, compliance, and adherence to current tax laws and regulations.
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Technical Leadership

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• Research and resolve complex tax issues.
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• Serve as a technical resource for advisors and internal team members.
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• Escalate and manage unique client situations involving multi-state taxation, business ownership, estates, trusts, and other advanced tax matters.
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• Stay current on federal and Minnesota tax law developments and communicate relevant changes to stakeholders.
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Qualifications

Required

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• Active CPA or Enrolled Agent (EA) credential.
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• Active PTIN in good standing.
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• 5+ years of progressive tax preparation and advisory experience.
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• Experience managing complex individual and closely held business tax engagements.
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• Strong understanding of federal and Minnesota tax regulations.
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• Proficiency with professional tax software such as UltraTax, Drake, ProSeries, Lacerte, or similar platforms.
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• Ability to work directly with clients and explain complex tax concepts in a professional and approachable manner.
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Preferred

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• 7+ years of public accounting, tax consulting, or wealth management tax experience.
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• Experience supporting high-net-worth individuals and business owners.
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• Multi-state tax expertise.
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• Trust and estate taxation experience.
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• Familiarity with tax planning strategies for retirees and investment portfolios.
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• Prior experience within a CPA firm, family office, or wealth management organization.
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Ideal Candidate

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• Trusted advisor mentality with strong relationship-building skills.
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• Confident presenting tax recommendations to clients and leadership.
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• Self-directed and capable of managing a substantial client portfolio.
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• Strong analytical and problem-solving abilities.
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• Passion for delivering an exceptional client experience.
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Why This Opportunity?

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• Work with a sophisticated, referral-driven client base.
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• Exposure to complex tax and financial planning situations.
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• High degree of client interaction and autonomy.
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• Collaborative wealth management environment.
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• Competitive compensation commensurate with experience and credentials.
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