What are the responsibilities and job description for the Wealth Advisory Services, Tax Senior Associate (Estate, Gift & Trust) position at Redpath & 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 upward mobility and career opportunities while maintaining our close-knit, people-first culture. Voted 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 Sr. Associate to join our Wealth Advisory Services team in our St. Paul office. We will take a vested interest in your personal and professional development -- come grow your career with us!
As a Tax Sr. Associate, your role includes:
- Preparing complex Estate, Gift and Trust tax returns
- Reviewing mid level Estate, Gift and Trust tax returns
- Reviewing mid level individual income tax returns
- Providing estate planning and compliance advice to clients
- Performing/overseeing complex tax research projects
- Proposing solutions to clients on tax issues and suggesting appropriate trust vehicles
- Supervising and reviewing work of staff below manager level
- Fostering client relationships
The successful candidate must have:
- Bachelor’s Degree in Accounting
- Active CPA license and/or JD
- 3-5 years of public accounting experience in Estate, Gift & Trust Tax
- Ability to manage and mentor staff
- Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
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, supportive 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 certified public accounting services for closely-held businesses, government entities, and not-for-profit organizations. The firm started operations in 1971. With offices located in downtown St. Paul (headquarters) and White Bear Lake, Minnesota, the firm ranks as one of the top CPA firms in the Minneapolis/St. Paul metro area with over 200 employees. Redpath and Company is a member of HLB International, a global network of independent advisory and accounting firms. For more information and benefits summary, 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. Pay range $73,000-$102,500/year.
Salary : $73,000 - $102,500
