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.
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.
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
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
$110,000 - 145,000 annually
Bonus opportunities available
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
Monday through Friday, 8:00 AM - 5:00 PM
Extended hours during tax season (60+ hours expected)
Full-time
Aberdeen, South Dakota