Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Senior: High-Net-Worth & Estate Planning

$50k - $110k

Nepsis, Inc.

Nepsis, Inc. in Minneapolis is seeking a Tax Senior to oversee the preparation and review of intricate tax returns, focusing on compliance with federal, state, and local laws. The ideal candidate will have a deep understanding of tax regulations, excellent analytical skills, and a background in public accounting or tax preparation. Responsibilities include collaborating with clients, identifying tax planning opportunities, and supporting internal teams during tax season. The role offers competitive benefits and a salary range of $50,000 to $110,000 per year. #J-18808-Ljbffr Nepsis, Inc.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Senior: High-Net-Worth & Estate Planning in Minneapolis, MN vacancy
  • $50k - $110k

    Nepsis, a financial advisory firm in Minneapolis, is hiring a Tax Senior responsible for preparing and reviewing complex tax returns and ensuring compliance with tax laws. The ideal candidate will possess a Bachelor's degree in Accounting or Finance and have 3-5 years... 
    Senior
    Tax
    High net worth

    Nepsis

    Minneapolis, MN
    3 days ago
  • $50k - $110k

     ...investment management and tax services firm founded...  ...integrates financial planning, estate planning, advanced tax...  ...Role Overview The Tax Senior plays a key role...  ...team members to deliver high‑quality tax services....  ...Experience with high‑net‑worth individuals, trusts, and... 
    Senior
    Tax
    High net worth
    Permanent employment
    Temporary work
    Work at office
    Local area

    Nepsis

    Minneapolis, MN
    2 days ago
  • $90k - $125k

    Senior Associate - Wealth Management Full Time Milwaukee...  ...to deliver financial plans, investment advice and potentially basic estate planning to clients of...  ...management firm serving ultra‑high‑net‑worth individuals, families,...  ..., investment strategy, tax‑aware planning, estate... 
    Senior
    Tax
    High net worth
    Full time
    Work at office

    ASPIRIANT LLC

    Minnetonka, MN
    2 days ago
  •  ...partnering with a long-standing, highly respected law firm in the...  ...metro to identify an experienced Estate Planning Attorney to join their...  ...will work closely with high-net-worth individuals and families, providing...  ...Advise clients on tax-efficient wealth transfer, business... 
    Tax
    High net worth
    Temporary work
    Local area

    Robert Half

    Minneapolis, MN
    27 days ago
  •  ...Senior Wealth Advisor About the Company Expanding registered...  ...role in managing and deepening high-net-worth client relationships. The...  ...responsible for providing holistic, tax-aware advice that encompasses investment, estate, and tax planning. This role involves leading... 
    Senior
    Tax
    High net worth
    Work at office

    Confidential

    Minneapolis, MN
    1 day ago
  •  ...MN. This role involves leading client trust and tax matters, engaging with high net worth clients, and overseeing planning strategies. Candidates must possess a bachelor'...  ...or accounting and substantial experience in estate and multi-generational planning. This hybrid position... 
    Tax
    High net worth

    U.S. Bank

    Minneapolis, MN
    2 days ago
  •  ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity...  ...work with a strong middle-market and high-net-worth client base while playing a key role in...  ...relationships Provide strategic tax planning and consulting recommendations... 
    Senior
    Tax
    High net worth

    Solid Rock Recruiting LLC

    Minneapolis, MN
    16 days ago
  •  ...leading global professional services firm is seeking a tax professional for their St. Paul office. In this...  ...will prepare and review complex tax returns for high-net-worth individuals and develop comprehensive tax planning strategies. The position requires a bachelor's degree... 
    Senior
    Tax
    High net worth
    Work at office

    Ernst & Young Oman

    Saint Paul, MN
    9 hours ago
  • $72k - $102k

    Boulay is seeking a Senior Associate to join the Estate & Trust team in Eden Prairie, Minnesota. Responsibilities include preparing complex tax returns and assisting with estate planning. Candidates should have a Bachelor's degree in Accounting and 2+ years of relevant... 
    Senior
    Tax
    Flexible hours

    Boulay

    Eden Prairie, MN
    3 days ago
  • $105.6k - $181k

    Tax Manager or Director Individuals, Trusts & Estates page is loaded## Tax Manager or Director Individuals, Trusts & Estateslocations...  .../Director role:*** Review high net worth individual income tax returns...  ...in trusts and individual tax planning and compliance.* CPA license... 
    Tax
    High net worth
    Flexible hours

    CliftonLarsonAllen LLP

    Minneapolis, MN
    19 hours ago
  •  ...Senior Tax Associate CAPTRUST is seeking a Senior Tax Associate to work with team members to provide high net worth families, individuals, and their related entities with tax compliance...  ...in all client relations including planning, directing, and executing all tax projects... 
    Senior
    Tax
    High net worth
    Local area

    CAPTRUST

    Wayzata, MN
    19 hours ago
  • Ernst & Young Oman is seeking a Real Estate Tax Senior Manager based in Saint Paul, Minnesota. In this role, you'll lead diverse tax planning projects and teams, providing reliable tax advice to clients in real estate, hospitality, and construction. Required qualifications... 
    Senior
    Tax
    Flexible hours

    Ernst & Young Oman

    Saint Paul, MN
    9 hours ago
  • $167k - $213k

     ...Wipfli Tax Compliance And Advisory Role At Wipfli, people count. Our people are...  ...disciplined client service teams for account planning Prepare and review client...  ...10+ years of job related experience High Net Worth tax experience required Requires prior... 
    Senior
    Tax
    High net worth
    Temporary work
    Local area
    Flexible hours

    Wipfli

    Minneapolis, MN
    19 hours ago
  • $92k - $160k

     ...Wealth Transition Services Tax Manager might include the following...  ...and consulting on the estate planning process to create plans based...  ...services to the firm's high net worth and ultra-high net worth clients...  ...Wealth Transition Services Senior Manager will interact with clients... 
    Tax
    High net worth
    Work at office
    Local area
    Remote work
    Visa sponsorship

    Eide Bailly

    Minneapolis, MN
    4 days ago
  •  ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time...  ...for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance services , identifying opportunities... 
    Senior
    Tax
    High net worth
    Full time
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Saint Paul, MN
    24 days ago
  •  ...Description Job Description Tax Senior– Remote | Public Accounting Firm...  ...growth while working with a high-caliber client portfolio. Key...  ...corporations, partnerships, and high-net-worth individuals. Provide strategic tax planning and compliance services,... 
    Senior
    Tax
    High net worth
    Remote job
    Full time
    Flexible hours

    Solid Rock Recruiting LLC

    Minneapolis, MN
    16 days ago
  • $72k - $102k

    We are currently seeking a Senior Associate to join our Estate & Trust team! The Senior Associate is responsible...  ...a variety of advanced accounting and tax assignments. Tasks are conducted...  ...returns Assist with drafting estate plans Assist with probate and estate administration... 
    Senior
    Tax
    Work at office
    Flexible hours

    Boulay

    Eden Prairie, MN
    4 days ago
  • Tax Senior Associate page is loaded## Tax Senior Associatelocations...  ...Responsible For:* Coordinate, plan, and supervise multiple...  ...returns for individuals, trust/estates, and or entities## ## Preferred...  ...closely held businesses and high net worth individuals with the... 
    Senior
    Tax
    High net worth
    Temporary work
    Work at office
    Local area

    EisnerAmper LLP

    Minneapolis, MN
    4 days ago
  • $170.26k - $200.3k

     ...Description**Serves as client lead for trust, tax and planning matters and as primary liaison between...  ...families as a subject area expert in estate planning, multi-generational planning,...  ...of planning/strategy experience with high net worth clients Preferred Skills/Experience -... 
    Tax
    High net worth
    Temporary work
    Local area
    3 days per week

    U.S. Bank

    Minneapolis, MN
    3 days ago
  • $120 - $150 per hour

    Seasonal Tax Senior Manager - Private Client Services Location: Anywhere...  ...owned companies, all high‑growth private companies....  ...individual tax returns, income tax planning for high‑net‑worth individuals and families,...  ...thorough understanding of estate and wealth planning... 
    Senior
    Tax
    High net worth
    Hourly pay
    Seasonal work
    Remote work
    Flexible hours

    Ernst & Young Oman

    Minneapolis, MN
    2 days ago
  • $70k - $130k

    What is the opportunity? The Senior Associate Wealth Strategist...  ...focus on making wealth transfer planning a primary component of the...  ...experience at RBC for its high net worth ("HNW") and ultra‑high net worth...  ...Wealth Strategists on tax and estate planning, business succession... 
    Senior
    Tax
    High net worth
    Full time
    Temporary work
    Flexible hours

    RBC

    Minneapolis, MN
    2 days ago
  •  ...EisnerAmper is seeking a Senior Consultant - CDBG-DR in our...  ...consulting engagements, including planning, execution, and delivery...  ...one of the largest accounting, tax, and business advisory firms,...  ...market companies, as well as high net worth individuals, family offices,... 
    Senior
    Tax
    High net worth
    Work at office
    Local area
    Remote work

    EisnerAmper

    Minneapolis, MN
    2 hours ago
  • $122k - $170k

     ...office or Hybrid A Day in the Life As a Senior Tax Manager, you will be responsible for...  ...include the following: Reviewing gift, estate and fiduciary tax returns. Working with...  ...relation to estate and business succession planning. Assisting clients who may have varied... 
    Senior
    Tax
    Work at office
    Local area
    Visa sponsorship

    Colorado Railroad Museum

    Minneapolis, MN
    3 days ago
  •  ...forward‑thinking approach to financial planning to translate wealth into fulfillment. With...  ...various roles, serving a client base of high‑net‑worth families and business owners. In this...  ...assignments Basic knowledge of income taxes and the effects of portfolio transactions... 
    Senior
    Tax
    High net worth
    Work at office

    Choreo

    Minneapolis, MN
    19 hours ago
  • $89.25k - $105k

     ...their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team...  ...Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of... 
    Tax
    High net worth
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Minneapolis, MN
    2 days ago
  • $76k - $125.3k

     ...most technically demanding tax planning and compliance projects around...  ...planning and advising of high net worth individuals and families, allowing...  ...A thorough understanding of estate and wealth planning...  ...the confidence to challenge senior colleagues and stakeholders... 
    Senior
    Tax
    High net worth
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Minneapolis, MN
    4 days ago
  • $147.4k - $336.8k

     ...Country The opportunity Our tax function is constantly evolving...  ...'t an average day for a Real Estate Tax Senior Manager - so you're likely to...  ...time on a variety of tax planning projects, responsibilities and...  ...leading teams and working in a highly collaborative culture, where... 
    Senior
    Tax
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Saint Paul, MN
    19 hours ago
  • $110k - $150k

    Description Description Senior Financial Planner &...  ...by shifting day-to-day planning execution and project...  ...is focused on serving highly successful women, often...  ...per year with $3-15M in net worth. They value thoughtful...  .... Explain complex tax, estate, insurance, and investment... 
    Senior
    Tax
    High net worth
    Work at office
    Shift work
    3 days per week

    Sanctuary Wealth

    Minnetonka, MN
    2 days ago
  • $175k - $250k

    Banking & Finance Senior Associate/Lateral Attorney Minneapolis Overview...  ...Litigation, Corporate and Estate Planning, Commercial Real Estate and...  .... Requirements A highly motivated individual with significant...  ...understanding of banking and finance/tax laws. You must have excellent... 
    Senior
    Tax
    Work at office

    MESSERLI & KRAMER

    Minneapolis, MN
    19 hours ago
  • $163.8k - $280.8k

     ...on all new hires.***The Senior Wealth Advisor leads relationships with high net worth and ultra-high net worth...  ...investments, banking, trust, and planning. This role acts as the...  ...client needs including estate planning, business succession, and tax-aware strategies. The... 
    Senior
    Tax
    High net worth

    Associated Trust Company, NA

    Minneapolis, MN
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Senior: High-Net-Worth & Estate Planning. Be the first to apply!