Tax Services Lead — Strategic Client Partner

NorthRock Partners, LLC.; Minneapolis (MN); On-site; USD 119,000 - 164,000; Full time

Benefits offered by this job

Company-funded ESOP

Strong retirement plans

Tuition reimbursement

Healthcare/dental/vision coverage

Generous PTO

Job summary

NorthRock Partners, based in Minneapolis, MN, seeks a strategic Tax Services professional to manage an assigned book of business and lead integrated tax planning, compliance, and advisory services. You will coach junior staff and coordinate with internal and external advisers to ensure top‑tier client service.

The ideal candidate has CPA or EA credentials, 5–8 years of tax experience, and strong skills in research, planning, and communications.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA or Enrolled Agent (EA) credential required.
• 5–8 years of progressive experience in tax preparation, planning, and compliance; public accounting experience preferred.
• Demonstrated experience preparing and reviewing complex individual, business, trust, and other tax returns.
• Experience managing client relationships and an assigned book of business.
• Experience leading multiple tax engagements while balancing competing priorities and deadlines.
• Strong tax research skills and experience responding to federal, state, and local tax authority inquiries.
• Experience providing work direction, coaching, mentoring, and technical guidance to developing professionals.
• Advanced experience with professional tax preparation, research, and workflow systems; CCH and BNA experience strongly preferred.
• Exceptional analytical, organizational, leadership, and communication skills.
• Must be authorized to work in the United States.
• Successful completion of a credit and criminal background check is required.

Responsibilities

• Manage an assigned book of business, overseeing client service, tax deliverables, workflow, deadlines, and engagement coordination.
• Serve as the primary Tax Services contact for assigned clients, building trusted relationships and coordinating services with advisors and internal partners.
• Review individual, business, trust, and other complex tax returns and supporting workpapers for accuracy, completeness, and compliance.
• Identify tax planning opportunities, technical issues, and additional information needed while providing clear direction to preparers.
• Lead tax planning, research, and analysis to support clients' broader financial objectives.
• Prepare and review tax research memoranda, correspondence, and responses to IRS and other federal, state, and local tax authorities.
• Manage responses to tax notices, examinations, and information requests.
• Coordinate workflow across client engagements by delegating work, monitoring capacity, managing deadlines, and resolving workflow challenges.
• Communicate complex tax matters clearly and professionally with clients, colleagues, and external parties.
• Coach, mentor, and develop Associates and Senior Associates through work review, technical guidance, and knowledge sharing.
• Oversee the effective use of CCH, BNA, and other tax preparation, research, and workflow systems.
• Partner with advisors and internal teams to integrate tax planning into each client's overall financial strategy.
• Drive continuous improvement initiatives that enhance operational efficiency, client service, and team effectiveness.

Skills

Client relationship management

Leadership/mentoring

Tax planning

Communication skills

Project management

Education

Bachelor's degree in Accounting or related field

CPA or EA credential

Tools

CCH ProSystem fx

BNA

Tax research software

Job description

NorthRock Partners, based in Minneapolis, MN, seeks a strategic Tax Services professional to manage an assigned book of business and lead integrated tax planning, compliance, and advisory services. You will coach junior staff and coordinate with internal and external advisers to ensure top‑tier client service.

The ideal candidate has CPA or EA credentials, 5–8 years of tax experience, and strong skills in research, planning, and communications.