Senior Tax Accountant - SNI Financial

TAX SENIOR - MINNEAPOLIS

SNI Financial has partnered with our Minneapolis client searching for a Tax Senior to provide compliance, planning and strategy for over 20 family members and their businesses. Great opportunity to work for a well-known multi-generation family and its real estate businesses and charitable initiatives! The Head of Tax has a great reputation for developing strong teams and is looking for someone with experience in partnerships, closely held businesses, high wealth individuals, and trusts. 3-6 years of public accounting experience preferred from Big 4 or a large national/regional firm.

Responsibilities:

• Provide tax compliance, planning and strategy for a variety of returns for a family office
• Calculate federal and state quarterly estimated tax payments
• Assist with projecting, planning, and modeling of federal tax implications
• Maintain shareholder basis schedules
• Perform tax research for proposed transactions and other tax issues and provide documentation of conclusions
• Research and draft responses to audit requests and tax notices from federal, state and local taxing authorities

Qualifications:

• 3-6 years of public accounting experience, preferably Big4 or large national/regional firm
• CPA preferred
• Proven experience in partnerships, closely held businesses, high wealth individuals, and trusts
• High level of attention to detail and accuracy
• Strong organization skills, with ability to work independently
• Ability to maintain confidential information in an appropriate manner

Danielle Pelzel, CPA

Senior Associate Partner – Executive Tax Recruiter

SNI Financial Recruiting

214-545-6452

dpelzel@snifinancial.com