Tax Associate
Jobot
Richfield, MN0–2 yrs1d agovia LinkedIn
About the Role
- Supports the tax team by managing workflows, assembling tax returns, and ensuring accurate, timely delivery.
- Centered on execution, coordination, and quality control throughout the full tax return lifecycle.
- Hybrid Work Schedule - 2 Days WFH.
- Salary: $20 - $40 per hour.
Key Responsibilities
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 UltraTax 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 workpapers 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.
Qualifications & Tech Stack
- Experience with Thomson Reuters tax software suite, including UltraTax CS, Practice CS, Onvio, or similar platforms.