Full-Time

Tax Manager

Confirmed live in the last 24 hours

North Star Resource Group

North Star Resource Group

11-50 employees

Wealth management and financial planning services

Consulting
Financial Services

Compensation Overview

$90k - $110kAnnually

Mid

Minneapolis, MN, USA

Flexible hybrid work environment.

Category
Tax Accounting
Accounting
Requirements
  • Bachelor’s in Accounting or Finance; CPA/EA preferred
  • 4+ years of tax experience with supervisory background
  • Strong computer skills
  • Excellent verbal and written communication skills
  • Excellent customer service skills
  • Maintains confidentiality of information
  • Ability to coordinate multiple tasks and priorities
  • High attention to detail
Responsibilities
  • manages a book of approximately 200-225 clients
  • handling tax planning, preparation, and final review
  • acting as the final reviewer and signing tax returns
  • managing complex tax strategies
  • mentoring team members
  • building strong client relationships
North Star Resource Group

North Star Resource Group

View

North Star Resource Group specializes in wealth management and financial planning, providing personalized investment strategies to individuals, families, and businesses. Their services include life insurance, investment management, and business solutions, all tailored to meet the unique needs of their clients. The firm operates on a business model that generates revenue through advisory fees, insurance commissions, and investment management fees. What sets North Star apart from its competitors is its unique organizational structure that connects clients with various specialists, ensuring comprehensive financial health and personalized advice. The company's goal is to prioritize client interests and navigate the complexities of financial planning while maintaining ethical practices, as evidenced by their multiple awards for ethics and recognition as one of the best companies to work for in Minnesota.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Growth & Insights
Headcount

6 month growth

16%

1 year growth

16%

2 year growth

16%
Simplify Jobs

Simplify's Take

What believers are saying

  • Working at North Star Resource Group offers the opportunity to be part of a forward-thinking firm that values innovation and client satisfaction.
  • The company's commitment to professional development and continuous learning ensures employees can grow their skills and advance their careers.
  • North Star Resource Group's focus on holistic financial wellness allows employees to make a meaningful impact on clients' lives.

What critics are saying

  • The highly competitive nature of the financial advisory industry means North Star Resource Group must continuously innovate to stay ahead.
  • Economic downturns and market volatility can impact the firm's revenue and growth prospects.

What makes North Star Resource Group unique

  • North Star Resource Group's unique approach to financial planning and wealth management sets it apart from traditional firms by focusing on personalized, client-centric strategies.
  • The company's emphasis on long-term relationships and holistic financial wellness distinguishes it from competitors who may prioritize short-term gains.
  • North Star Resource Group's integration of advanced technology and data analytics into their services provides a modern edge in the financial advisory landscape.

Help us improve and share your feedback! Did you find this helpful?