Job summary
Job post source
This job is directly from Magellan Financial & Insurance Services, Inc.
Job overview
The Tax Accountant role at Magellan Financial & Insurance Services, Inc. involves providing strategic tax guidance and managing tax planning and preparation, contributing to the firm's growth and client success.
Responsibilities and impact
The candidate will manage tax planning and preparation for various clients, build long-term client relationships, grow their book of business with firm support, use tax software for efficiency, and participate in firm growth initiatives.
Compensation and benefits
The position offers a competitive base salary based on experience, performance-based bonuses, and opportunities for equity ownership.
Experience and skills
Candidates should have a CPA license or have attempted the exam, several years of public accounting experience, strong tax knowledge, excellent interpersonal skills, and an ambitious mindset.
Career development
The role offers professional mentoring and a clear path to equity ownership, supporting career and financial advancement.
Work environment and culture
The firm fosters a growth-driven environment with seasoned mentors supporting professional growth and client-focused service.
Company information
Magellan Financial & Insurance Services, Inc. is a respected CPA firm in the Western Twin Cities focused on serving entrepreneurs, businesses, and individuals with personalized tax services.
Job location and travel
The job is located at the firm's office in the Western Twin Cities area.
Unique job features
The position uniquely offers a direct path to equity ownership and involvement in strategic growth and internal improvement initiatives.
Company overview
Magellan Financial & Insurance Services, Inc. specializes in providing comprehensive financial planning and insurance solutions. They generate revenue through personalized financial advisory services, insurance products, and investment management. Founded in 1998, the company has built a reputation for tailored client strategies and a commitment to long-term financial health. They focus on integrating financial planning with risk management to offer holistic solutions for individuals and businesses.
How to land this job
Position your resume to highlight CPA licensure or progress toward it, emphasizing your public accounting experience and tax expertise relevant to individuals, businesses, estates, and trusts.
Emphasize your interpersonal skills and ability to build long-term client relationships, showcasing examples of proactive client service and strategic tax planning.
Highlight familiarity with tax software like Lacerte, UltraTax, and QuickBooks to demonstrate your technical proficiency and efficiency.
Apply through multiple channels including Magellan Financial & Insurance Services, Inc.'s corporate careers page and LinkedIn to maximize your application reach.
Connect on LinkedIn with current employees in Magellan's tax or accounting divisions, using ice breakers such as asking about their experience with the firm's mentorship programs or their approach to client relationship building.
Optimize your resume for ATS by incorporating keywords from the job description such as 'CPA,' 'tax planning,' 'client relationships,' 'Lacerte,' 'UltraTax,' and 'equity ownership path' to ensure it passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify the best platforms to apply through, and find LinkedIn contacts to network with, allowing you to focus more on interview preparation and career advancement.
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