Tax Manager - High Net Worth

Job Description

Job Description

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

BFJ is hiring! BFJ was founded in 2002 in Saint Paul, Minnesota. We are an accounting and advisory firm that provides consulting services to industries including construction, real estate, manufacturing, and franchise; and niche areas like professional services, trust and estate, and retail. Our growing firm has a modern office environment and culture of workplace well-being. We attract and retain talent with the approach that everyone should be excellent at what they do.

BFJ’s mission is to make public accounting the career of choice in the financial industry.

Tax Manager – High Net Worth

This individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting client and firm expectations. Tax managers should exhibit a high level of integrity and drive.

Job Responsibilities:

· Manage multiple client engagements simultaneously, ensuring overall success of each project

· Maintain relationships with executives at multiple family offices

· Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns

· Strong Trust Accounting skills

· Manage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviews

· Supervise and review team members’ work for accuracy and compliance with professional standards

· Review of Individual returns that include:

o Multiple, complex partnership K-1s

o Stock options

o Multi-state K-1s

· Ability to research, interpret, and apply tax code to unique circumstances.

· Ability to read, understand, and apply directions contained in trust documents prepared by others

· Ability to read, understand, and apply directions contained in estate plans.

· Maintain active communication with clients to manage expectations and ensure satisfaction

· Actively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firm

· Participate in firm wide initiatives including recruitment

· Work with partners on proposals and business development

Requirements Include:

· 5+ years of current or recent public accounting experience providing related tax experience

· Previous experience leading Trust and Estate tax teams preferred

· Minimum of a Bachelor’s Degree in Accounting or similar

· Current CPA license

· Experience leading teams and mentoring staff

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Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term & Short-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Compensation Range: $110K - $140K