Minneapolis, Minnesota
Tax Accountant Job Opening in Minneapolis, Minnesota - SUMMARY
Burr Oak Group, Inc. is a single family, wealth management office providing investment management and other services to clientele.
The Tax Accountant will be responsible for preparing all individual, corporation, partnership, and private foundation returns. The Tax Accountant will work with investment consultant and cash manager to determine best use of cash for clientele. Good communication skills and willingness to learn and work in small company doing many tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Prepares business, individual, trust and estate, partnership, and foundation tax returns
Utilizing your research experience and technology to determine tax issues and conclusions
Performs 1099 and W2 preparation and performs other payroll reporting duties
Performs 1099 DIV, INT and B preparation with One-Source software
Assists in monitoring asset allocation on a monthly basis and provides suggestions when appropriate
Performs performance reporting and tracking to ensure data integrity
Manages the budget and cash flow needs for specific clients
Performs other duties as assigned by management
EDUCATION and/or EXPERIENCE
Bachelor's degree with an emphasis on Business, Economics, or Accounting
CPA License
3-5 years public accounting experience
Proficient in Microsoft Office Suite (specifically Word and Excel)
Strong client interaction skills
Experience working in Pro-System or some tax accounting software
Strong organizational skills and attentional to detail
Multi-tasking and managing multiple engagements
Must possess a high degree of integrity and ability to keep sensitive information confidential
Job Type: Full-time
Required education:
Bachelor's
Required experience:
accounting: 3 years
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