Tax Associate

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

• Detail-Oriented: You take pride in producing accurate, high-quality work and reviewing details thoroughly before completion.
• Collaborative: You enjoy partnering with colleagues and clients to deliver exceptional service and contribute to team success.
• Growth-Oriented: You're eager to expand your tax knowledge, develop new technical skills, and continuously improve your expertise.

The Role

We’re looking for a detail-oriented professional to join our Tax Services team. In this role, you’ll support the preparation, planning, and delivery of tax services that are integrated into our clients’ broader financial strategies. The ideal candidate thrives in a collaborative, fast-paced environment and is known for strong organization, professionalism, and a commitment to delivering exceptional client service.

What You’ll Do

• 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.

What You Bring

• 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.

The estimated base salary range for this role is $71,000 – $97,000. Compensation is based on job-related knowledge, skills, experience, and geographical work location. This role may also be eligible for variable pay.

Benefits includes a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous PTO.

About NorthRock Partners

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model delivers integrated financial and lifestyle guidance tailored to each client’s unique goals.

NorthRock Partners is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

We are committed to providing reasonable accommodation throughout the application and employment process. For assistance, contact [e-mail].