Senior Tax Manager — Wealth Management

Job overview

The Senior Tax Manager role is listed in Minnetonka, MN, and is onsite. The posting lists a base salary up to $150,000 per year, plus bonus and commission potential. The role leads and expands an in-house tax practice within a growing wealth management firm. The manager oversees a client portfolio and tax team, delivers tax preparation and planning services, and collaborates with wealth management colleagues to deepen client relationships and grow the firm’s tax practice.

What you'll do

• Manage an existing book of business clients
• lead, mentor, and develop tax professionals
• review and prepare complex business and individual tax returns
• advise clients on tax planning and strategy
• manage office workflows
• collaborate with the Wealth Management team
• identify opportunities across tax and wealth services
• help scale the internal tax practice.

What we're looking for

Skills & competencies

senior tax manager

wealth management

tax planning

tax returns

client advisory

team leadership

minnetonka mn

levelociti

up to $150k base

bonus potential

commission potential

cpa required

ea required

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting highlights an established client base, leadership autonomy, upward mobility, referral-based earning potential, long-term career growth, and a supportive team environment.

Why this role

CPA or EA is required; the posting seeks 7+ years of public accounting or tax advisory experience and experience with business and high-net-worth individual tax clients.

About the employer

Levelociti is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.