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Tax Associate

Deephaven, MN 55391

Industry: Accounting / Finance Job Number: 2075

Job Description

Tax Associate 



Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s character. The truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out.  We aim to help people live fulfilled, prosperous lives by being one of those inspired firms. 


Come grow with us! a dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families. We are one of top ranked independent investment advisers and repeatedly on the list of Top Companies to Work for.  Our team approach focuses on providing excellent client service in a well reputed, fast paced environment.


The Tax Associate is an exempt client support position providing administrative, tax compliance, and fiduciary support.  The Tax Associate’s primary responsibility is to coordinate and participate in client services within a team concept.

This Tax Associate position will work in our Minnesota office


Duties and Responsibilities:

  • Coordinates tax services for clients as part of a team model

  • Analyzes and resolves basic client issues using sound judgment based on experience

  • Updates client files and records as appropriate

  • Prepares quarterly and annual tax income reports and provisions



  • Bachelor’s degree in Accountancy from an accredited university

  • Master’s degree in Tax preferred

  • 1-3 years current public accounting experience including individual and trust taxation

  • Actively working towards CPA certification

  • Working knowledge of federal, state, and local income tax laws

  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM and tax preparation and research software.

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About Deephaven, MN

Ready to take the next step in your career? Explore job opportunities in the vibrant and picturesque area of Deephaven, Minnesota! Nestled in the heart of the Land of 10,000 Lakes, Deephaven offers a perfect blend of natural beauty and urban amenities. With renowned art galleries like the Bakken Museum and charming theaters like the Old Log Theatre, this region is a cultural gem waiting to be discovered. Indulge in local delicacies at Lake Minnetonka's waterfront restaurants or catch a game at the nearby Target Field, home to the Minnesota Twins. Embrace the endless opportunities for growth and fulfillment in Deephaven - the perfect place to thrive both personally and professionally.