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Director of Tax Planning

Reference Number: HRJ5818
Location: Minneapolis, Minnesota

The Judson Group has partnered with a comprehensive fee-only wealth management firm in the search for a Director of Tax Planning. This individual will be responsible for overseeing various tax-related functions including client tax planning and leading identification and analysis of tax planning strategies. The ideal candidate will be passionate about connecting tax planning with wealth management and have a superior client service mindset.


• Lead and oversee tax planning initiatives, including best practices, objectives, and timelines.

• Be the expert on tax planning resources such as tax planning software for the firm.

• Participate in client meetings and lead tax planning discussions.

• Review all tax documents, ensuring accuracy and troubleshooting potential tax issues.

• Perform tax planning and review tax projections.

• Lead internal efforts to educate team members on tax planning.

• Develop relationships with outside tax preparers and other tax professionals.

• Attend conferences and stay current on tax planning topics and research.


• BA/BS preferably in Accounting or a related field; CPA in good standing required. CFP preferred.

• 5+ years of tax planning experience.

• Strong knowledge and passion for tax services and exceeding customer expectations.

• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

• Able to work under pressure and meet deadlines in a fast-paced, demanding environment.


Attractive compensation and benefits package.


Minneapolis, Minnesota

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