What are the responsibilities and job description for the Tax Director (Wealth Advisory Services) position at Redpath and Company?
At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide incredible upward mobility and career opportunities while maintaining our close-knit, people-first culture. Voted a Top 150 Workplace by Star Tribune and the #5 midsize company out of 50 other honorees, our employees have spoken for themselves and agree that Redpath is the place to be!
To support our rapid growth, we are seeking a Tax Director to join our Wealth Advisory Services team. This role will work closely with the Wealth Advisory Services leader to provide consulting and compliance services for individuals, business owners, and high net worth families as they develop, implement, and administer complex estate and gift planning. We will take a vested interest in your personal and professional development - come grow your career with us!
As Tax Director, Wealth Advisory Services, you will:
- Review Estate, Gift, and Trust tax returns
- Provide estate planning and compliance advising to clients
- Perform/oversee complex tax research projects
- Propose solutions to clients on tax issues and suggest appropriate trust vehicles
- Supervise and review work of staff below Director level
- Foster client relationships
The successful candidate must have:
- Bachelor’s Degree in Accounting
- Active CPA license and/or JD
- At least 8 years of public accounting experience in Estate, Gift, Trust, and Individual tax
- Ability to manage and mentor staff
- Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
- Excellent communication skills
Who is Redpath and Company?
- Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do.
- Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients.
- Positive - We cultivate a solution-oriented culture that embraces change, encourages collaboration, and thrives in the face of challenges.
- Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects.
Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations. Core commercial industries served include manufacturing and distribution; construction, real estate, and engineering; and technology.
Areas of service expertise include audit and assurance; personal, business, and international tax; state and local tax; sales and use tax; and succession and estate planning. Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory, including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations.
The firm was founded in 1971. With offices located in St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA and advisory firms in Minnesota.
Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit www.redpathcpas.com.
Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.
