Associate, Tax Services

Northrock Partners - Minneapolis, MN

Full-time - Entry Level

Minneapolis, MN

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Associate in Tax Services will be responsible for providing tax advice, tax planning, and tax return preparation to clients. This role is integral to the Personal Office approach, ensuring high-quality service and client satisfaction through effective tax strategies and compliance.

Responsibilities

• Prepare income tax returns and filings.
• Conduct comprehensive tax planning and strategy development.
• Build and maintain income tax planning models.
• Facilitate special projects as needed.
• Continuously improve client service and tax team standards.
• Collaborate with other Associates to enhance processes and operational policies.
• Collect data and documents for assigned clients.
• Interpret client documents to address inquiries.
• Participate in client calls and meetings.
• Create and maintain online files for clients.
• Coordinate special requests and client projects.
• Work with clients' other professionals to resolve requests.
• Exceed service standards in client interactions.
• Learn and adapt to new software and technology.
• Engage in professional development and training programs.

Requirements

• Bachelor's degree in Business, Finance, Accounting, Mathematics, or a related field.
• Minimum of 1 year of experience in tax law, tax return preparation, or tax filing.
• Experience with automated tax-processing systems (e.g., Prosystem, GoSystem, Ultratax, CCH).
• Proficiency in Microsoft Office and Apple iOS mobile applications.
• 1-3 years of related experience with a strong performance record.
• Excellent project management skills.
• Demonstrated time management and prioritization abilities.
• Strong communication skills, both written and verbal.
• Ability to pass a background and credit check.

Nice-to-haves

• Interest in pursuing professional certification.
• Experience in a professional office environment.

Benefits

• Diverse and inclusive work environment.
• Professional development opportunities.