Senior Associate, Tax Services

2 weeks ago

Minneapolis, United States NorthRock Partners Full time

Our Tax Services team is primarily responsible for providing tax advice, tax planning, and tax return preparation to our incredible clients. This service is a core component of our Personal Office approach and experience.

Essential Functions

  • Income tax return preparation, reviews and filings
  • Demonstrate a comprehensive understanding to a client’s situation and have a wholistic understanding of a clients financial situation
  • Manage clients relationships
  • Handles federal, state and local tax audits
  • Prepares research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authorities
  • Income tax strategy, research and analytics
  • Build and maintain income tax planning models
  • Facilitate special projects, as assigned by department President
  • Continuously improve client service and tax team standards
  • Work closely with other Associates to design and implement improved processes and operational policies
  • Collect data and documents for assigned clients
  • Interpret client documents to answer client questions
  • Participate in client calls and meetings
  • Keep all aspects of CRM (Salesforce) up-to-date
  • Create and maintain paper and online files for clients
  • Coordinate special requests and client projects
  • Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests
  • Ensure Service standards are being exceeded at all times when answering and responding to in-bound client requests
  • Learn and adapt to new software and technology, as rolled out by our innovation team
  • Expand professional development by pursuing CPA® certification shortly after start date, if not designated at time of hire
  • Actively engage in available training and education programs

Required Education & Experience

  • A bachelor’s degree from an accredited college or university
  • Successful candidates will combine rigorous service acumen across many of the following areas, along with impressive depth in one or two: tax law, tax return preparation, tax filing, tax review, tax preparation, accounting, or bookkeeping
  • Minimum of 3-5 years related experience being a high-achiever with a reputation for being a rockstar that gets things done
  • Record of success in improving processes
  • Excellent project management skills
  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards
  • Experience with an automated tax-processing systems (e.g., Prosystems)
  • Experience with a CRM database is appreciated (e.g., Salesforce)
  • Emotional maturity, professional mindset, and the utmost discretion
  • Strong communication skills, both written and verbal
  • Proficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy

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