Job Description
This is a remote position. About the Firm Our client is a $350M registered investment advisory (RIA) firm based in Minnesota, built around a simple but powerful philosophy: clients are owned by the firm, not any single partner. The team operates with genuine cohesion, high accountability, and a shared commitment to exceptional client service. Everyone has a voice. Heads are down getting the work done, but there's real camaraderie and a lightheartedness that makes the culture stand out. Their client base centers on equity compensation holders, founders, self-employed business owners, and high-net-worth individuals, including retirees navigating sudden wealth events and inheritance situations. The firm is growing intentionally, and they're now ready to bring tax services fully in-house as a natural extension of an already integrated financial planning offering. About the Role The firm is building its tax practice from scratch, and they're looking for the manager who will own it. The Tax ...