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 in excess of $800 million. We are seeking a tax professional with three-plus years relevant experience to serve as a tax preparer and tax administration coordinator to serve the needs of our clients and those of Irwin Schaffer, LLC, an affiliated CPA firm.

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, you will manage the administrative 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 administrative support in connection with the preparation of 260-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 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 Tom@PrairieViewPartners.com. Please visit PrairieViewPartners.com to learn more about our organization.