Tax Associate

Jobot; Richfield (MN); Hybrid; USD 27,552 - 55,104; Full time

Benefits offered by this job

Medical (firm covers 80%)

Dental (firm covers 80%)

Vision plans (100% covered)

401k Safe Harbor Contribution

New business development bonuses

Discretionary bonuses (usually 10-15%)

Year over year raises

Unlimited PTO

Job summary

A financial services organization based in Minneapolis is seeking a Tax Operations Associate to manage workflows and support the tax team. The role involves assembling and delivering tax returns, ensuring accuracy, and maintaining quality standards throughout the process. Candidates should possess strong attention to detail and be proficient in tax software. This hybrid position offers competitive compensation, including various health plans, bonuses, and unlimited PTO.

Qualifications

• Strong attention to detail and accuracy in tax return preparation.
• Ability to manage multiple workflows effectively.
• Proficient in tax software and technology troubleshooting.

Responsibilities

• Support the tax team by managing workflows and assembling tax returns.
• Prepare returns for review, e-filing, and client delivery.
• Perform quality control throughout the tax return lifecycle.

Skills

Tax Return Assembly

Workflow Management

Quality Control

Software Proficiency

Tools

Thomson Reuters tax software suite

Job description

Overview

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Hybrid Work Schedule - 2 Days WFH

This Jobot Job is hosted by Kevin Shilney

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Salary $20 - $40 per hour

A Bit About Us

We are a Minneapolis-based financial services organization that provides integrated tax, advisory, and wealth management support to individuals, families, and businesses. The firm operates within a family office–style framework, combining advanced tax solutions with coordinated planning to help clients achieve long-term financial clarity and efficiency.

The tax team plays a critical role in delivering accurate, timely, and high-quality work, supported by strong operational processes, modern systems, and a commitment to continuous improvement. Collaboration, accountability, and operational excellence are core to how the organization serves its clients and supports its professionals.

Why join us?

• Medical (firm covers 80%), Dental (firm covers 80%) and 100% vision plans available
• Firm covers 100% for life insurance, AD&AD insurance, short/long term disability
• Health and wellness programs - first stop health membership
• 401k Safe Harbor Contribution
• New business development bonuses
• Discretionary bonuses (usually 10-15%)
• Year over year raises
• Unlimited PTO

Job Details

Role & Responsibilities

The Tax Operations Associate supports the tax team by managing workflows, assembling tax returns, and ensuring accurate, timely delivery. This role is centered on execution, coordination, and quality control throughout the full tax return lifecycle.

Tax Return Assembly & Delivery

• Assemble, organize, and finalize federal, state, and local tax returns for individuals, businesses, and trusts
• Prepare returns for review, e-filing, and client delivery in accordance with internal standards
• Manage e-filing submissions, acknowledgements, and follow-up on rejections or corrections
• Tax Operations & Workflow Support
• Support the full tax return process from data intake through final delivery
• Monitor workflows and deadlines to ensure timely completion
• Maintain checklists and standardized tax production procedures

Systems & Technology

• Utilize and support the Thomson Reuters tax software suite, including UltraTax CS, Practice CS, Onvio, or similar platforms
• Assist with document management, file organization, and data integrity
• Troubleshoot basic system or workflow issues and escalate when appropriate

Quality Control & Coordination

• Perform completeness and accuracy checks prior to review and filing
• Ensure work meets internal quality standards and compliance requirements
• Maintain organized workpapers and supporting documentation
• Coordinate with tax professionals to resolve missing information or open items
• Support secure delivery of tax returns through client portals or approved methods

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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