Tax Associate
Hermantown, MN Office
$45,000 – $60,000 a year
Full-time position
SCOPE
A tax associate is responsible for providing tax preparation and assisting with tax planning. This is a client-facing position.
RESPONSIBILITIES
- Prepare personal and/or business tax returns
- Respond to client and firm associate requests in a timely, accurate, and professional manner
- Prepare client correspondence, letters, e-mail, etc.
- Assist with tax planning for business clients
- Communicate proactively with clients and other employees on important matters in a timely manner
- Participate in training, continuing education, direction, motivation, and feedback with other employees
- Participate in networking events and organizations
- Maintain confidentiality of all customer data
- Use of CRM to track all client contact and data
- Resolve accounting discrepancies and irregularities
REQUIRED QUALIFICATIONS
- Bachelor’s Degree in Accounting
- Proficient with cloud software use
- Excellent communication skills
- Excellent research skills
PREFERRED QUALIFICATIONS
- Accounting experience working with privately held businesses
- QuickBooks Online experience
BENEFITS
- Accruing PTO – 2 weeks plus 10 floating holidays
- 401K with match up to 4%
- Health Insurance
- Dental and Vision
- HSA
- Flexible Schedule
- Option to work remotely at times
- Salaried Position: $45,000 – $60,000
To apply, start by answering a few questions below:
