Senior Associate, Tax Services - Minneapolis, United States - NorthRock Partners

NorthRock Partners Minneapolis, United States

1 month ago

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Description

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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