Senior Tax Advisor
Fiduciary Counselling, Inc., Saint Paul, MN, United States
Fiduciary Counselling Inc. is a St. Paul, MN-based family office dedicated to serving the diverse and evolving needs of approximately 500 family members spanning roughly 250 households. Through a professional team of 100 employees, we deliver a wide range of services including financial management, legacy planning, estate planning, tax compliance and advisory, trust administration, investing, philanthropy, and education. We are committed to excellence, discretion, and cultivating a thriving culture of service, family unity, and stewardship.
PRIMARY OBJECTIVES OF POSITION Fiduciary Counselling, Inc. (FCI) is seeking an accomplished
Senior Tax Advisor
to join our private family wealth management office. In this role, you will deliver sophisticated tax compliance, planning, and advisory across a wide range of complex clients. You will work closely with Client Advisors and Financial Managers to support longterm client objectives while contributing to a collaborative, highstandards environment focused on accuracy, integrity, and exceptional service.
Confidentiality is central to our mission,
FCI does not maintain a public facing website . Our work model emphasizes trust-based client relationships, discretion, and deeply personalized attention.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
Provide tax planning services that analyze tax-minimizing opportunities and deliver tax advisory guidance on complex tax matters aligned with clients’ broader financial goals; collaborate closely with Client Advisors.
Review complex tax filings and projections, including individual, fiduciary, partnership, transfer, and foundation returns, as well as quarterly and annual tax liability projections.
Research, analyze and document complex tax issues; prepare wellsupported analyses and share actionable recommendations.
Communicate clearly and professionally with clients, internal partners, outside professionals, and tax authorities to obtain information, resolve issues, execute tax work, and support examinations and audits as needed.
Represent client interests during tax audits, inquiries, and correspondence with tax authorities.
Mentor and provide day-to-day support to Tax Advisors and Tax Assistants.
Identify opportunities to streamline tax processes and workflows, championing automation, data tools, and evolving technologies.
Serve as an integral member of client service teams, contributing to meeting planning and taking part in client meetings as requested.
Stay current on federal, state, and local tax law developments, pending legislation, industry best practices, and evolving technology trends, applying relevant updates to client work and internal processes.
QUALIFICATIONS
Bachelor’s degree in accounting, business, or related field.
5–7+ years of tax experience, including extensive work with complex partnerships.
Active CPA, EA, or Attorney license required.
Excellent written and verbal communication skills, with the ability to explain complex topics clearly.
Highly organized, detail oriented, and consistent in following through commitments.
Demonstrated ability to work effectively in a confidential, relationship-driven environment.
WHAT WE OFFER
A private, mission-driven work environment rooted in confidentiality, trust, and long-term client relationships.
A role with impact, visibility, and leadership opportunities within the Tax Group.
Support for ongoing professional development and technical learning.
A culture grounded in integrity, accountability, collaboration, and thoughtful innovation.
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PRIMARY OBJECTIVES OF POSITION Fiduciary Counselling, Inc. (FCI) is seeking an accomplished
Senior Tax Advisor
to join our private family wealth management office. In this role, you will deliver sophisticated tax compliance, planning, and advisory across a wide range of complex clients. You will work closely with Client Advisors and Financial Managers to support longterm client objectives while contributing to a collaborative, highstandards environment focused on accuracy, integrity, and exceptional service.
Confidentiality is central to our mission,
FCI does not maintain a public facing website . Our work model emphasizes trust-based client relationships, discretion, and deeply personalized attention.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
Provide tax planning services that analyze tax-minimizing opportunities and deliver tax advisory guidance on complex tax matters aligned with clients’ broader financial goals; collaborate closely with Client Advisors.
Review complex tax filings and projections, including individual, fiduciary, partnership, transfer, and foundation returns, as well as quarterly and annual tax liability projections.
Research, analyze and document complex tax issues; prepare wellsupported analyses and share actionable recommendations.
Communicate clearly and professionally with clients, internal partners, outside professionals, and tax authorities to obtain information, resolve issues, execute tax work, and support examinations and audits as needed.
Represent client interests during tax audits, inquiries, and correspondence with tax authorities.
Mentor and provide day-to-day support to Tax Advisors and Tax Assistants.
Identify opportunities to streamline tax processes and workflows, championing automation, data tools, and evolving technologies.
Serve as an integral member of client service teams, contributing to meeting planning and taking part in client meetings as requested.
Stay current on federal, state, and local tax law developments, pending legislation, industry best practices, and evolving technology trends, applying relevant updates to client work and internal processes.
QUALIFICATIONS
Bachelor’s degree in accounting, business, or related field.
5–7+ years of tax experience, including extensive work with complex partnerships.
Active CPA, EA, or Attorney license required.
Excellent written and verbal communication skills, with the ability to explain complex topics clearly.
Highly organized, detail oriented, and consistent in following through commitments.
Demonstrated ability to work effectively in a confidential, relationship-driven environment.
WHAT WE OFFER
A private, mission-driven work environment rooted in confidentiality, trust, and long-term client relationships.
A role with impact, visibility, and leadership opportunities within the Tax Group.
Support for ongoing professional development and technical learning.
A culture grounded in integrity, accountability, collaboration, and thoughtful innovation.
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