Tax Manager - Trusts, Estates & Complex Returns

Join a leading Professional Services firm seeking an experienced Tax Manager to lead complex tax engagements and drive client success. Contract opportunity with competitive compensation.

About the Role:

You'll lead high-level tax preparation and planning for complex individual, trust, estate, and business returns while managing staff and developing strong client relationships. This role combines technical expertise with leadership responsibilities in a collaborative professional environment.

Key Responsibilities:

• Review and prepare complex individual, trust, estate, and business tax returns with precision
• Provide strategic tax planning and conduct technical research on complex tax issues
• Interpret estate planning documents and analyze financial statements
• Develop and manage client relationships, identifying opportunities and delivering solutions
• Support business development through client meetings and proposal preparation
• Train, supervise, and mentor junior and senior accounting staff
• Oversee project timelines, billing processes, and invoice follow-up
• Prepare IRS documentation, internal memoranda, and client correspondence
• Participate in firm marketing initiatives and community engagement

Requirements:

• Bachelor's degree in Accounting, Finance, or related field
• 4+ years tax and accounting experience (family business or trust company preferred)
• Strong technical skills in complex tax preparation and planning
• Microsoft Excel and Word proficiency
• Excellent analytical and organizational capabilities
• Superior written and verbal communication skills
• Proven ability to manage multiple priorities with attention to detail

Contract Details:

Contract Position | Golden Valley, MN | Competitive Rate | Professional Services Environment

What We Offer:

• Work with complex, high-value tax engagements
• Leadership opportunity managing and mentoring staff
• Client relationship development and business growth involvement
• Collaborative professional services firm environment
• Opportunity to impact firm-wide marketing and community initiatives

Next Steps:

Submit your resume highlighting your trust, estate, and complex tax return experience.

#TaxManager #TrustsAndEstates #ComplexTaxReturns #CPAFirm #TaxPlanning #ContractWork #ProfessionalServices #Minnesota