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NorthRock Partners

Tax Manager

NorthRock Partners, Minneapolis, Minnesota, United States, 55400

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3 days ago Be among the first 25 applicants

You are a technically skilled tax expert with deep knowledge of individual and business taxation, particularly for high-net-worth clients. You bring a precise, analytical approach to tax review, supported by strong research capabilities. You excel in collaborative, client-focused environments where you can manage multiple relationships and align tax strategies with broader financial objectives.

The Role We’re looking for a seasoned tax professional to join our Tax Services team. In this role, you’ll provide technical tax review, strategic tax guidance, and oversight of a growing client list. The ideal candidate thrives in a detail-driven, client-centric environment and is known for sound judgment and strong communication skills.

What You’ll Do

Review complex individual and business tax returns

Deliver tax planning and advisory support to clients and financial advisors

Assess client situations holistically to guide strategic decision-making

Collaborate across teams to align tax strategies with broader financial goals

Manage multiple client relationships and support audit responses

Prepare research memoranda, written correspondence, and IRS/tax authority submissions

Train, supervise, and evaluate staff

Support process improvements and contribute to department growth

What You Bring

Bachelor’s degree in Accounting, Business, Finance, Economics, or related field

CPA license

7+ years of public accounting and tax experience

Experience working in RIA environments or with financial advisors

Strong accounting, analytical, and research skills

Proficiency in CCH Axcess, BNA Income Planner, and MS Office

Excellent written, oral, and interpersonal communication skills

Ability to manage multiple priorities and meet deadlines

Experience supporting high-net-worth individuals and complex entities

Emotional maturity and strong presentation skills

Must be authorized to work in the United States

Successful completion of a credit and criminal background check is required

The estimated base salary range for this role is $120,000 – $155,000 per year. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.

Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

About NorthRock Partners At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.

We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact PeopleTeam@NorthRockPartners.com for assistance.

Seniority level Mid-Senior level

Employment type Full-time

Job function Accounting/Auditing and Finance

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