Tax Associate

Overview

Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page!

Hybrid Work Schedule - 2 Days WFH

This Jobot Job is hosted by Kevin Shilney

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

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.

• 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

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 Ultra Tax 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 work papers 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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our Linked In page!