Job Description
LOCATION: ABERDEEN, SD
Schwan Financial Group was established in 1984 with clients in 45 states. A financial based company with experts in portfolio management, estate planning, insurance and tax planning. We help people understand, grow, secure, enjoy and distribute their family legacy.
Pay Range DOE: $90,000+ Annually
Benefits include:
- Wellmark Health Insurance - 100% Company Paid
- Delta Dental Insurance - 100% Compnay Paid
- Retirement Plan - up to 4% match
- Long Term Disability Insurance - Company Paid
- Paid Time Off (PTO) with up to 8 bonus days granted during the year.
- Holidays - 8 paid
- Extended Illness Bank
- Specified assistance with certifications
- Profit sharing bonus potential
Standard Office hours are 8:00 - 5:00 M - F. Weekends free for your personal and family enjoyment! Tax season will have a heightened requirement for this position.
Position Specifics:
Schwan Financial Group is seeking a full-time Tax Manager to join our expert team in our Aberdeen, SD office. Our family based culture is looking for the positive attitude that can enhance the ultimate customer experience and work together as a team. This person will play an important role with our tax and accounting team. Must have good communication skills and be willing to provide support for client inquiries with exceptional care and attention to details. We prefer you to work at our Aberdeen office for this manager position. Willing to discuss a hybrid remote scenario if with the right person. If you are this person, we have competitive pay, a family based culture and excellent benefit package.
If you prefer a confidential discussion just to inquire about the position, give us a call and ask for Scott.
Qualifications:
- CPA Certification required
- Bachelor’s degree in accounting, finance or related field - Master's preferred
- Minimum of 3-5 years’ experience in tax accounting.
- Experienced ability to manage and lead a great team of tax professionals overseeing complex engagements.
- Extensive knowledge of tax laws and regulations with the ability to interpret and apply them to clients situations.
- Strong analytical and problem solving skills, with the ability to identify tax planning opportunities and mitigate risks.
- Self-starter with a positive attitude
- Excellent verbal and written communication skills
- Strong work ethic, accountability, and professionalism
- Experience with CCH ProSystem FX preferred and/or strong QuickBooks skills.
- Proficient in Microsoft Word, Excel, and ProSytems Tax.
Responsibilities and Duties:
- Manage tax planning, compliance, and reporting.
- Maintain strict client confidentiality.
- Ability to multi-task and prioritize to meet internal and client deadlines.
- Lead and develop a team of tax professionals, providing guidance, training, and mentorship to ensure their growth and success.
- Review complex tax returns to ensure accuracy and compliance with all relevant laws and regulations.
- Provide strategic tax planning advice to clients, identifying opportunities for tax savings and efficiency.
- Stay abreast of changes in tax laws and regulations and ensure that the firm and its clients remain compliant.
- Build and maintain strong client relationships, serving as a trusted advisor on all tax-related matters.
- Collaborate with other departments within the firm, such as audit and consulting, to provide comprehensive financial solutions to clients.
- Participate in business development activities, including client meetings, presentations, and proposal preparation.