Tax Planning Associate

8/28/2020
Accredited Investors Inc
Jeremy Heckman
5200 West 73rd St. Edina, MN 55439 Phone: 9528412216 Fax: Jeremy Heckman
jeremy@accredited.com
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Accredited Investors Wealth Management is currently seeking a client-focused, collaborative, and driven individual with a proven track record to serve in a part-time role as an income tax planning resource within an industry-leading and nationally-recognized Wealth Management firm. The Tax Planning Associate role is responsible for assisting in client tax planning in collaboration with the Wealth Management team. Individuals in the role must be a team player and seek out opportunities to support and collaborate with other team members. The Tax Planning Associate role is an opportunity that provides flexibility in both the work schedule and work environment to support tax planning discussions with clients and team members.


Primary Responsibilities:

• Further the Wealth Management team’s tax planning knowledge and be an available resource for day-to-day questions

• Average 30 hours a week annually with certain periods of higher demand as needed

• Ability to be an on-site resource for collaboration, education, and engagement

• Maintain the firm’s best practices for tax planning and comprehensive Wealth Management

• Play an active role in overseeing annual income tax projections and help to identify planning opportunities

• Train new Wealth Management team members on tax planning software and analysis

• Develop and maintain tax planning templates and resources while creating efficiencies

• Attend conferences and complete research on tax planning topics to stay current on tax law changes and planning opportunities

• Write client-facing and community-facing content on tax planning topics


Required Knowledge, Skills and Abilities:

• Capable to work successfully within the Accredited Investors culture while driving results

• Ability to gain rapport with and effectively engage Accredited’s outside advisors, and fellow team members

• Aptitude to oversee framing of client needs into analyses and solutions while balancing the goals of the client and Accredited

• Strong listening and communication skills within a complex matrix-structured organization

• Excellent organizational skills with a high level of ownership and responsibility to see work through to completion

• Creative problem solver, ability to anticipate needs and actively participate in a continuous improvement culture

• Personable and approachable with a positive attitude

• Self-disciplined with commitment to quality, attention to detail, and accuracy

• Willingness to receive and provide feedback in an effective way

• High personal and professional integrity


Education and Experience:

• 3+ years of tax planning related experience – business and individual taxation preferred, estate and gift taxation and fiduciary income taxation experience a plus

• Certified Public Accountant

• CERTIFIED FINANCIAL PLANNINGTM practitioner preferred

• Experience with CCH or similar tax projection/planning software for annual income tax projections

• Experience with Microsoft Dynamics CRM, Junxure, Salesforce, Redtail or similar CRM preferred

• Strong proficiency with Microsoft Office, including Excel, Word, and PowerPoint


Experience Accredited:

Accredited Investors Wealth Management®, based in Edina, Minnesota, is nationally acclaimed for the delivery of comprehensive fee-only Wealth Management services. We serve high net worth clients using an individualized service model. Our clients value our strong level of attention to detail, responsiveness to their needs and professional style.

As a firm, in addition to serving our clients, we are engaged in community outreach and various green initiatives. Our employees enjoy a beautifully appointed facility, including a fitness center, state-of-the-art technology, and amenities that enhance our work environment. Development and training of our firm’s talent is a top priority.

Accredited Investors Wealth Management® offers a competitive compensation and benefits package including medical; dental; disability coverage; a 401k plan with a generous employer match; life insurance; a marketplace-leading time-off allowance, including paid parental leave and paid volunteer time; and firm-wide profit sharing. Accredited was named one of the Top 150 Workplaces in Minnesota by the Star Tribune in 2020.


For more information about our firm, please visit our website at Accredited.com.


Please direct your cover letter and resume to: resumes@accredited.com.