Senior Tax Manager- Individual Tax Review & Compliance

This position is posted by Jobgether on behalf of BGM. We are currently looking for a Senior Tax Manager- Individual Tax Review & Compliance in Minnesota.

This role offers the opportunity to lead and oversee individual tax review and compliance, ensuring accuracy and adherence to federal, state, and local tax laws. You will play a key role in guiding the tax preparation process from start to finish, mentoring junior staff, and providing strategic insights to minimize client tax liabilities. The ideal candidate thrives in a detail-oriented environment, enjoys collaborating with clients, and has the expertise to translate complex tax regulations into actionable solutions. This position allows you to make a tangible impact on clients’ financial outcomes while fostering professional development within the tax team.

Accountabilities

·         Review and sign federal, state, and local individual income tax returns prepared by staff, ensuring accuracy and compliance.

·         Manage the end-to-end tax preparation process for individual clients, including planning, execution, and final review.

·         Provide guidance and mentorship to junior tax staff, fostering quality control and professional development.

·         Conduct tax planning and research to identify tax-saving opportunities and minimize client liabilities.

·         Maintain up-to-date knowledge of tax laws and regulations, implementing necessary changes for compliance.

·         Communicate with clients to gather information and provide updates on tax return status.

·         Assist clients during audits or examinations and respond to inquiries from tax authorities.

·         Minimum of 10 years of experience preparing, reviewing, and signing individual tax returns.

·         Enrolled Agent (EA) certification preferred; CPA license is a plus.

·         Proficiency with tax preparation software (e.g., UltraTax, CCH ProSystem FX, CCH Axcess Suite) and Microsoft Office, particularly Excel.

·         Strong analytical and problem-solving skills.

·         Excellent communication and interpersonal abilities.

·         High level of integrity and professionalism, with attention to detail and commitment to compliance.

·         Competitive salary range (based on experience).

·         18 days paid time off and 8 paid holidays.

·         Medical benefits with HSA and FSA options, dental, and vision coverage.

·         401(k) with generous company contribution and access to a personal financial planner.

·         Legal and life insurance benefits.

·         Paid community service opportunities.

·         Educational support for CPA preparation or higher education.

·         Flexible work arrangements: in-office, remote, or hybrid options depending on role and location.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps, such as interviews or additional assessments, are made by their internal hiring team.

Thank you for your interest!

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