218-623-6050

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: