Detail-Oriented Tax Associate for Growth & Planning

NorthRock Partners, LLC.; Minneapolis (MN); On-site; USD 71,000 - 97,000; Full time

Benefits offered by this job

ESOP

Strong retirement plans

Tuition reimbursement

Healthcare/dental/vision

Generous PTO

Job summary

NorthRock Partners is seeking a detail-oriented tax services professional to join our team in Minneapolis, MN. You will support preparation, planning, and delivery of tax services integrated into client financial strategies, thriving in a collaborative, fast-paced environment with strong organization and client-service focus.

The role involves preparing returns, reviewing work for accuracy, supporting planning and research, and maintaining client information and CRM data.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 1–3 years of relevant experience in tax preparation, accounting, wealth management, or a related environment.
• Experience completing at least one full tax season.
• Experience using tax preparation software such as ProSystem, GoSystem, UltraTax, CCH, or similar platforms.
• CPA designation preferred; if not currently licensed, willingness to pursue CPA certification after hire.
• Strong organizational, time management, written, and verbal communication skills.
• Ability to exercise sound judgment while handling confidential information.
• Proficiency with Microsoft Office and the ability to learn new technologies.
• Must be authorized to work in the United States.
• Successful completion of a credit and criminal background check is required.

Responsibilities

• Prepare individual, business, trust, and other assigned income tax returns under the guidance of experienced team members.
• Review completed work for accuracy and completeness before submitting for review.
• Support tax planning, research, and analysis for assigned clients and projects.
• Assist with developing tax planning models, analyses, and supporting documentation.
• Collect, organize, and maintain client information, tax documentation, and CRM records.
• Communicate professionally with clients, internal partners, and external contacts to gather information and support client needs.
• Participate in client meetings and assist with follow-up activities.
• Develop proficiency with tax preparation, research, and workflow technology, including CCH and other tax software.
• Support special projects and contribute to continuous improvement initiatives across the Tax Services team.

Skills

Tax preparation

Quality review

Client communication

CRM management

Tax planning & research

Education

Bachelor's degree in Accounting/Finance

CPA certification preferred

Tools

ProSystem

GoSystem

UltraTax

CCH

Job description

NorthRock Partners is seeking a detail-oriented tax services professional to join our team in Minneapolis, MN. You will support preparation, planning, and delivery of tax services integrated into client financial strategies, thriving in a collaborative, fast-paced environment with strong organization and client-service focus.

The role involves preparing returns, reviewing work for accuracy, supporting planning and research, and maintaining client information and CRM data.