Administrative Tax

Position: Administrative Tax Support
Description We are looking for a detail-oriented Administrative Tax Support team member to join a collaborative team in Minnesota. This Long-term Contract position will assist tax and advisory staff by managing client records, preparing documentation, and helping keep tax-related workflows accurate and on schedule. The ideal candidate is organized, comfortable working across multiple systems, and able to handle sensitive information with care.

Responsibilities:

- Maintain and update client records in internal platforms, ensuring information is accurate, complete, and current.

- Review tax and financial documents for completeness and proper formatting before they move forward in the preparation or filing process.

- Organize, scan, copy, and file client materials in both digital and physical formats so documents remain secure and easy to access.

- Prepare and assemble completed tax return packages for delivery, confirming that all supporting paperwork is included.

- Retrieve client details and documentation for advisors and other team members to support research, follow-up, and issue resolution.

- Perform accuracy checks on records and returns by comparing current information with prior-year data and applicable filing guidelines.

- Assist with researching client questions related to tax documentation, account information, or financial service requests.

- Support electronic client correspondence and help prepare administrative materials needed by wealth advisors and tax professionals. Requirements - Previous experience in an administrative, document processing, accounting, or tax support role is preferred.

- Familiarity with tax forms, financial records, and basic tax terminology is highly desirable.

- Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.

- Experience entering data with a high level of accuracy and managing multiple tasks in a deadline-driven environment.

- Strong organizational skills and close attention to detail when handling confidential client information.

- Ability to communicate professionally with colleagues and clients in person, by phone, and through written correspondence.

- Comfort learning and using business systems such as CRM or tax software; experience with Salesforce or tax preparation platforms is a plus.

- Associate's degree in business, accounting, or a related field is preferred. Talent Match®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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