Job Description
Join our dynamic tax team at Minneapolis Financial Group, where precision meets innovation. As a Tax Associate, you'll be instrumental in delivering exceptional financial advisory services to high-net-worth individuals and corporate clients. Our collaborative environment fosters professional growth through mentorship from CPAs and exposure to cutting-edge tax technologies. Enjoy competitive compensation, comprehensive benefits, and flexible work arrangements in our downtown Minneapolis headquarters.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and provide strategic advice on complex compliance matters
- Assist in tax planning engagements including entity structuring and wealth transfer strategies
- Collaborate with audit teams to resolve discrepancies and ensure regulatory alignment
- Maintain accurate client documentation using ProSystem fx and CCH Axcess platforms
- Represent clients during IRS/state tax authority inquiries and audits
- Develop client relationships through proactive communication and value-added insights
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2-4 years of tax preparation experience with public accounting firm
- Proficiency in tax software (ProSystem fx, UltraTax, Lacerte)
- Strong knowledge of IRS regulations and state tax codes
- Excellent analytical and problem-solving abilities
- Exceptional written and verbal communication skills
- Ability to manage multiple deadlines in fast-paced environment
- Professional certification (CPA/EA) or actively pursuing