About the Tax Manager Role at Robert Half

Robert Half is proud to partner with a highly regarded wealth management firm in the Twin Cities to find an exceptional Tax Manager for their Minneapolis, Minnesota office. This full-time permanent position is ideal for seasoned accounting and tax professionals with a passion for serving High Net Worth Individuals (HNWIs) and business owners. Located in the heart of Minneapolis, MN, United States, this role offers a competitive salary around $130,000, reflecting the market rate for Tax Managers in this vibrant financial hub.

In this fast-paced, entrepreneurial environment, you'll play a pivotal role in delivering sophisticated tax and accounting solutions. The firm values innovation, integrity, and professional growth, providing a platform for you to showcase your expertise in individual, trust, and entity taxation. As a Tax Manager, you'll collaborate with investment professionals, business experts, and principals to drive client success and streamline operations.

Why This Tax Manager Position Stands Out

Join a dynamic team that rewards independent thinking, strong business judgment, and a 'no task too big or too small' attitude. With Minneapolis's thriving economy and proximity to major financial centers, this role positions you for long-term career advancement in wealth management tax services.

Key Responsibilities

As Tax Manager, your responsibilities will span tax compliance, financial analysis, and client relationship management. Key duties include:

• Streamlining service delivery to meet client needs with maximum responsiveness and efficiency in a high-volume setting.
• Overseeing comprehensive tax and accounting processes for individuals, partnerships, trusts, and business units, ensuring accuracy and compliance.
• Conducting in-depth tax research and financial analysis to resolve complex inquiries and support strategic planning for HNWIs and business owners.
• Collecting and evaluating annual tax documentation, meticulously tracking charitable contributions, deductible interest, Schedule C income, and expenses.
• Preparing detailed quarterly portfolio review reports with advanced analytics to inform client decisions.
• Managing treasury operations for client entities, maintaining strict accountability and cash flow optimization.
• Coordinating property and casualty insurance renewals to mitigate risks effectively.
• Building and nurturing relationships with external advisors, including tax professionals, estate attorneys, bankers, investment counselors, and insurance brokers.
• Taking ownership of ad hoc projects, demonstrating resourcefulness and adaptability in a collaborative environment.

These responsibilities demand a proactive approach, leveraging your tax expertise to deliver high-impact results in Minneapolis's competitive wealth management landscape.

Required Qualifications

To excel as our Tax Manager, candidates must bring:

• 5–8 years of combined experience in public accounting and/or financial services, with a focus on HNWIs, business owners, trusts, and partnerships.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA certification is highly preferred.
• Deep technical knowledge in individual, trust, and entity taxation, paired with exceptional analytical and critical thinking skills for complex financial matters.
• Proven soft skills in time management, resourcefulness, independence, discipline, and problem-solving under tight deadlines.
• Key characteristics: initiative, professionalism, meticulous attention to detail, and outstanding interpersonal abilities to navigate diverse relationships.

SEO-optimized skills like tax compliance, financial reporting, and client advisory are essential for success in this Minneapolis Tax Manager role.

Why Join Us?

This Tax Manager position offers unparalleled professional growth in a firm committed to integrity and excellence. Enjoy a supportive culture that fosters innovation and rewards results, with benefits including competitive compensation near $130,000 annually, career development opportunities, and collaboration with top-tier professionals. Minneapolis, MN, provides an ideal backdrop with its robust job market for finance and tax experts—ranked highly for accounting careers.

Robert Half streamlines your career journey. Apply now or contact Douglas Rickart at 612-249-0330 or via LinkedIn for confidential discussions. Keywords: Tax Manager jobs Minneapolis MN, Wealth Management Tax, CPA roles Twin Cities, High Net Worth tax accounting.

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