We are seeking talented professionals to provide our clients with cross-disciplinary financial advice
Individuals with net worths between $2 million and $15 million have many needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While certain professionals can help with one or two of these areas, we are able to meet our clients’ needs by prioritizing three key values.
Provide highly personalized, unbiased advice across multiple disciplines is at the core of PrairieView Partner’s business philosophy.
Serve as the central point of communication for our clients so we can understand their situation and objectives.
Make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.
Our mission is to develop a highly motivated and competent staff. We provide ample opportunities for growth and accomplishment, financial participation in firm success, and professional development. Here are just a few of the ways we help our staff thrive and provide exceptional service.
Be part of a talented and tight knit team of financial professionals who support one another.
Receive competitive pay based on experience, along with exciting benefits to meet your needs.
Serve over 350 interesting and appreciative clients with investment wealth in excess of $800 million.
Work remotely and in our newly renovated offices on the 22nd floor of the Town Square Tower in the business center of downtown St. Paul.
Apply your knowledge and strengthen your skills across multiple financial disciplines.
Explore opportunities to work with our team.
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.
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:
Desired Skills and Experience:
Proficiency with MS Office, including Excel is required.
Knowledge of accounting, experience with the tax return preparation process within a CPA or tax preparation firm
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
Competitive salary based on experience
Employer funded retirement plan
Quarterly profit participation program
A generous parking stipend
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.
We are seeking an experienced tax professional with an interest in personal financial planning to provide cross-disciplinary financial advice.
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.
Are you ready for a rewarding role in tax preparation, financial planning, and wealth advising, but don’t see a specific position that fits what you are looking for? Fill out the short form below, attach a cover letter and/or resume, and we’ll get back to you soon.