Tax Associate

Tax Associate

$20 - $40 per hour | Richfield, MN | On‑Site | Permanent

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.

• 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

• 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

• 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 elevate when appropriate

• 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

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.