Administrative Tax Minnetonka, MN | Robert Half

Position: Administrative Tax Support Job in Minnetonka, MN | Robert Half

Administrative Tax Support Team Member

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.