Are You Passionate About Financial Planning and Wealth Management?

Overview

PrairieView Partners, LLC is an established downtown St. Paul-based “fee-only” financial planning/wealth management firm serving over 350 interesting, successful and appreciative clients with combined investment wealth approaching $1 billion. We are seeking a tax professional with three-plus years relevant experience to serve as a tax preparer and tax operations coordinator to serve the needs of our clients and those of Irwin Schaffer, LLC, an affiliated CPA firm.  We are interested in talking to CPAs, EAs, tax attorneys, and other experienced tax professionals.

Job Description

This can be a full-time position or full-time during tax season and part-time for the rest of the year. We are flexible about work location and hours, with both in-office and telecommuting options available. Currently, we are working mostly remotely but with the option to work in the office. Because of the nature of the job, this role will require an in-office presence at least 2 to 3 days a week during tax season. 

Responsibilities of Role:

1. You will prepare 75 – 100 individual tax returns from February 15th through April 15th for mid to high net worth individuals. These returns have varying levels of complexity but the information is normally quite organized as we only prepare returns for investment management clients and we have access to all the investment related data. These returns will be reviewed and signed by a partner of the firm or senior CPA.  
   
   
2. Outside of the tax return preparation season, you will work with the firm’s partners and other tax professionals on a variety of on-going tax related matters, including trust and estate administration, tax projections, estimated taxes, property tax refunds, IRA distribution planning, charitable giving, IRS audits, amended tax returns, and tax planning.  
   
   
3. Working with the firm’s CPAs and administrative personnel, you will be a key part of the operational aspects of the firm’s tax return preparation and planning function to ensure that the process runs smoothly and efficiently. This important role entails providing leadership support in connection with the preparation of 300-plus individual and trust tax returns.  
   
   
4. Working with a tax administrative assistant, you will handle file maintenance, flow of work coordination, tracking the status of returns on Excel, e-filing returns, updating tax software, billing, tax supply monitoring, and sending client notifications.   
   
   
5. You will also oversee one or two tax administrative employees in connection with printing and mailing tax organizers, logging in returns, copying data, assembling tax returns, mailing returns to clients, scanning returns and data, and related administrative tasks. 

Desired Skills and Experience:

1. Proficiency with MS Office, including Excel is required.  

2. Knowledge of accounting, experience with the tax return preparation process within a CPA or tax preparation firm

3. Familiarity with CCH ProSystem (or similar) tax software and BNA tax planning software is helpful but is not required for someone with transferable skills.

Salary and Benefits

1. Competitive salary based on experience

2. Employer funded retirement plan

3. Quarterly profit participation program

4. A generous parking stipend

5. Ability to work remotely and in our downtown St. Paul office, located on the 22nd floor of the Town Square Tower  

How to Apply:

Email your resume and letter of interest to PrairieViewHire@gmail.com. Please visit PrairieViewPartners.com to learn more about our organization.

If you are interested in a reasonably paced tax season where 95% of returns are complete by April 1st along with the opportunity to work with clients on a broad variety of financial matters throughout the year, we'd like to talk to you.  PrairieView Partners, LLC, an established downtown St. Paul-based financial planning and wealth management firm, and Irwin Schaffer, LLC, a commonly-owned CPA firm, seek an experienced tax professional with an interest in personal financial planning.  The successful candidate will have five or more years of individual tax return preparation and planning experience, familiarity with fiduciary taxation and estate administration, and a demonstrated ability to prepare returns, review returns prepared by others, and be responsible for the final product.

We are seeking a talented person to use his or her tax knowledge as a basis to provide cross-disciplinary financial advice which virtually always has a tax element.  As such, we envision that about half of this position will be dedicated to tax compliance and related planning and the balance will involve personal financial planning, usually with a tax focus, including retirement planning, cash flow forecasting, estate planning, executive compensation evaluation, and insurance analysis.  Experience in these areas will be considered favorably, but we’ve found that CPAs with tax knowledge have transferrable skills and can be successfully trained as financial planners. Possessing the CFP® designation is desirable, but non-CFP® candidates will be considered and we will coach such a person through the CFP Board’s accelerated/challenge path (available to CPAs and lawyers) to obtain the credential.

We are a collegial 17-person firm serving over 350 interesting, successful and appreciative clients with combined investment wealth in excess of $800 million and have been located downtown since 2007.  Our clients come to us through client and professional referrals and we are not sales oriented.  We are located in newly renovated modern offices on the 22nd floor of the Town Square Tower in the business center of downtown St. Paul. Compensation is very competitive and commensurate with experience and we offer a full spectrum of benefits.  Visit our website at PrairieViewPartners.com for more information about our organization.

Please submit your resume and letter of interest by email to PrairieViewHire@gmail.com.