Tax Consultant & Preparer

Twin Cities Tax; Prior Lake (MN); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Twin Cities Tax in Prior Lake, MN is seeking a seasoned tax professional who thrives in a fast-paced, high-tech environment and loves solving complex tax problems for clients across generations. You’ll work closely with a tight team to deliver proactive tax planning and accurate returns.

Expect a hybrid work model with heavy focus during tax season, opportunities for advancement, and six-figure earnings potential for the right candidate who combines technical expertise with client service

Qualifications

• Minimum 3 years in tax preparation.
• Proficient with Drake Tax and Drake Portals, QBO, Excel, and Google Workspace.

Responsibilities

• Onboard clients using Drake Portal and Google Workspace Forms, in person and virtually.
• Collect payments and schedule appointments.
• Assist clients with questionnaires and interviews.
• Data entry and prep of returns.
• Enter past returns data for comparison.
• Perform 3-year comparison analyses to uncover trends and opportunities.
• Communicate in a motivating, caring way with clients.
• Review Returns/Consult with Clients prior to signing.

Skills

Experience in tax prep

Client service

Attention to detail

Time tracking

Team collaboration

Tools

Drake Tax

QuickBooks Online

Excel

Google Workspace

Android & iPhone apps

Microsoft Word

Drake Portals

Drake Document Manager

Adobe DC / E-Sign

MNUI Site

MN E-Services

IRS Tax Pro Tools

THS

Co-Pilot 365

Outlook/Gmail

Job description

We’re looking for an experienced tax preparer who doesn’t just crunch numbers—someone who delivers excellence and strategic tax advice to small business owners and individuals. If you’re client-focused, thrive under pressure, and can embrace the long hours that come with a growing tax practice, we want you on our team!

About Twin Cities Tax

Twin Cities Tax provides personalized tax services nationwide with a commitment to first class, VIP service. Most of our clients are small business owners seeking year round bookkeeping, payroll, CFO services and tax prep and strategy.If you are motivated to provide excellence and "know your client" well, you may be a candidate for our outstanding team.

Description

Twin Cities Tax is looking for a seasoned tax professional who thrives in a fast-paced, high-tech environment and loves solving complex problems for clients across five generations. If you’re ready for a role where there’s truly never a dull moment, this is your chance to shine!

What You’ll Do - Be a Tax Expert for our Clients / Build our Team

The successful hire will be able to seamlessly integrate into our practice and handle complex tax preparation as well as day to day operations such as:

• Onboard clients using modern tools like Drake Portal and Google Workspace Forms—both in person and virtually.
• Collect payments and schedule appointments.
• Assist clients with questionnaires and interviews.
• Handle data entry & prep of returns.
• Enter comparative data from past returns.
• Perform 3-year comparison analyses to uncover trends and opportunities.
• Communicate in a motivating, caring way with Clients.
• Spot weak or incorrect positions in prior filings and motivate clients (with a playful touch!) to upgrade to stronger strategies that reduce compliance risks and set them up for long-term success.
• Review Returns/Consult with Clients prior to signing.

What We’re Looking For

• Experience: Minimum 3 years in tax preparation.
• Tech Skills Sought:
  • Drake Tax (or devotion to training yourself by Jan. 31)
  • QuickBooks Online (QBO)
  • Excel
  • Google Workspace Apps
  • Android & Apple Apps
  • Microsoft Word
  • Drake Portals
  • Drake Document Manager
  • Adobe DC / E-Sign
  • MNUI Site
  • MN E-Services
  • IRS Tax Pro Tools
  • THS
  • Co-Pilot 365
  • Outlook/Gmail
• Strong commitment to WISP and IRC 7216 compliance.
• Ability to serve five generations of clients—requires stamina, adaptability, and creative problem-solving.
• Attention to detail and a passion for staying updated on tax rules outside of the workplace to deliver strategies that fuel our growth.
• Collaborative mindset—you love working with a tight team and its clients.
• Comfort in a paperless, high-tech office environment.
• Commitment to continuous learning and staying current with IRS and state regulations.

Why Join Us?

This isn’t just a seasonal gig—it’s a career opportunity with room to grow into management and six-figure earnings. At Twin Cities Tax, no two clients are alike, which means your work will always be interesting and impactful. Both Individual and businesses are part of each day.

If this sounds like your kind of challenge, we want to hear from you!

Requirements

Must be available to work in our Prior Lake office MOST days, though we do work a hybrid schedule with one-two days in home offices once candidates meet criteria.

Limited time off during tax season.

Candidate must be willing to voluntarily comply with state & federal mandates, new regulations, and always changing rules.

Professional and politically neutral.

Sense of humor about our industry and how tax clients predictably behave. If they were super organized and understood everything they wouldn't need us!

Love that there is never a dull moment in our work and always more to learn.

MANDATORY:

PTIN (If you haven't had one, you'll need one)

Credit score 700+ (Walk the walk, not just talk the walk)

Drug testing upon request.

All tax returns filed and taxes paid or in an installment agreement, this will be checked via e-services 8821 form.

US citizen & US location - no offshore work EVER due to 7216 req.

High attention to detail, accurate entry and speed.

Ability to track time accurately.

Be on time and ready to work at the right time.

No gender, racial, or age bias.

PREFERRED SKILLS/AUXILLIARY SOFTWARE EXPERIENCE:

Drake Tax Software

Drake Portals

Google Workspace

Ability to assist with both Android and iPhone