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This is a remote position.
Our client is a $350M registered investment advisory (RIA) firm based in Minnesota, built around a simple but powerful philosophy: clients are owned by the firm, not any single partner. The team operates with genuine cohesion, high accountability, and a shared commitment to exceptional client service. Everyone has a voice. Heads are down getting the work done, but there's real camaraderie and a lightheartedness that makes the culture stand out.
Their client base centers on equity compensation holders, founders, self-employed business owners, and high-net-worth individuals, including retirees navigating sudden wealth events and inheritance situations. The firm is growing intentionally, and they're now ready to bring tax services fully in-house as a natural extension of an already integrated financial planning offering.
The firm is building its tax practice from scratch, and they're looking for the manager who will own it. The Tax Manager will serve as the senior tax voice at the firm — the primary point of contact for all tax compliance, advisory, and notice responses across the client base. The expectation is full ownership of the function: being able to walk into any client meeting, lead any conversation, and represent the tax practice the way the firm's advisors represent the planning function. Over time, this person will shape what tax services look like at the firm, with meaningful upside tied to what they help build.
Own the end-to-end tax function, including compliance, basic advisory, and IRS/state notice responses for individual and business clients
Serve as the firm's primary tax relationship manager — clients should feel they have a trusted tax advisor, not just a preparer
Collaborate closely with financial advisors and ownership to deliver a fully integrated client experience across planning and tax
Manage relationships with outside vendors for complex returns, ensuring seamless coordination and quality control
Build the internal infrastructure — processes, workflows, and standards — for a tax practice being stood up from the ground floor
Lead client meetings independently on all tax matters; step into any advisory conversation with confidence
Stay current on equity compensation taxation, including RSUs, PSUs, NQSOs, ISOs, and related planning considerations
Contribute meaningfully to leadership discussions as the practice scales; this person will be closely involved in decisions from early on
Mentor and develop junior staff as the team grows
CPA or EA required
5+ years of tax experience in a public accounting firm, with demonstrated strength in individual and business owner tax compliance
Experience managing client relationships at a senior level — comfortable being the face of the tax function
Strong background in equity compensation taxation strongly preferred (RSUs, PSUs, stock options)
Proven ability to build — processes, client relationships, and a practice — not just maintain existing ones
Experience supervising or mentoring staff, even informally
Strong communicator who can translate complex tax concepts for clients without financial backgrounds
Reasonably social and collaborative; "work hard, play hard" is a phrase the team would use to describe themselves
Intellectually honest — the firm deeply values people who ask questions over people who fake certainty
Comfortable operating with autonomy in a remote environment while staying closely connected to a tight-knit team
Competitive compensation
Significant upside potential — equity participation or performance-based compensation tied to the growth of the tax practice
Incredible quality of life
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