CPA Tax Manager

Company Overview

Schwan Financial Group was established in 1984 and has grown into a trusted financial services firm serving clients across 42 states. We specialize in Estate Planning, Insurance, Tax Planning & Preparation, and Portfolio Management, helping individuals and families understand, grow, secure, enjoy, and distribute their legacy with confidence.

Our team is committed to delivering personalized financial solutions and building long-term relationships rooted in trust, expertise, and exceptional service. At Schwan Financial Group, you’ll join a collaborative, client-focused environment where your expertise and leadership can make a meaningful impact.

Position Summary

Schwan Financial Group is seeking an experienced and detail-oriented CPA Tax Manager to lead tax compliance, planning, and advisory services for individuals and businesses. This role is responsible for managing client relationships, reviewing complex tax returns, ensuring regulatory compliance, and mentoring staff.

The ideal candidate brings strong technical tax expertise, leadership skills, and a client-first mindset. This is an excellent opportunity for a seasoned tax professional who thrives in a collaborative environment and enjoys helping clients navigate complex financial decisions.

What You’ll Do

• Manage and review federal, state, and local tax returns for individuals, partnerships, S-corporations, and C-corporations

• Build and maintain strong client relationships while serving as a trusted tax advisor

• Provide strategic tax planning guidance and identify opportunities for tax savings and efficiency

• Oversee tax planning and consulting engagements to help minimize client tax liabilities

• Ensure compliance with applicable federal and state tax laws and regulations

• Serve as the primary point of contact for clients on tax-related matters

• Maintain strict client confidentiality and professional standards

• Supervise, train, and mentor tax staff and senior accountants

• Review and improve internal tax processes for efficiency and accuracy

• Research complex tax issues and provide clear, actionable recommendations

• Coordinate with auditors, regulatory agencies, and external parties as needed

• Monitor changes in tax legislation and communicate impacts to clients and team members

• Support business development initiatives through networking and proposal assistance

Required Qualifications

• Certified Public Accountant (CPA) license required

• Bachelor’s degree in Accounting, Finance, or related field required (Master’s preferred)

• 5+ years of public accounting experience with a strong focus on tax

• Strong knowledge of federal and state tax regulations

• Proven leadership and team management experience

• Excellent analytical, organizational, and problem-solving skills

• Strong written and verbal communication skills

• Proficiency in tax and accounting software such as ProSystem fx

• Ability to regularly travel to the Aberdeen, SD headquarters

Compensation, Benefits & More

Compensation

• $110,000 - 145,000 annually

• Bonus opportunities available

Benefits

• Paid time off, sick days, and vacation time

• Health insurance

• Dental insurance

• Retirement benefits

• Long-term disability insurance

• Tuition reimbursement

• Extended Illness benefit for short-term disabilities

• Summer schedule with additional paid time off beyond PTO accruals

Schedule

• Monday through Friday, 8:00 AM - 5:00 PM

• Extended hours during tax season (60+ hours expected)

Job Type

• Full-time

Location: Fargo, ND, with regular travel to the Aberdeen, SD headquarters.

Work Arrangement: Hybrid schedule with a combination of remote work and in-office leadership presence in Aberdeen. Exact schedule can be tailored based on the candidate's location.