Tax Preparer - Work from Home

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Hybrid Work Schedule - 2 Days WFH
This Jobot Job is hosted by Kevin Shilney
Salary $20 - $40 per hour
We are a Minneapolis-based financial services organization that provides integrated tax, advisory, and wealth management support to individuals, families, and businesses. The firm operates within a family office-style framework, combining advanced tax solutions with coordinated planning to help clients achieve long-term financial clarity and efficiency.
The tax team plays a critical role in delivering accurate, timely, and high-quality work, supported by strong operational processes, modern systems, and a commitment to continuous improvement. Medical (firm covers 80%), Dental (firm covers 80%) and 100% vision plans available
Firm covers 100% for life insurance, AD&AD insurance, short/long term disability
New business development bonuses
Discretionary bonuses (usually 10-15%)
Job Details Role & Responsibilities The Tax Operations Associate supports the tax team by managing workflows, assembling tax returns, and ensuring accurate, timely delivery. This role is centered on execution, coordination, and quality control throughout the full tax return lifecycle.
Tax Return Assembly & Delivery
Assemble, organize, and finalize federal, state, and local tax returns for individuals, businesses, and trusts
Tax Operations & Workflow Support
Support the full tax return process from data intake through final delivery
Maintain checklists and standardized tax production procedures
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
Quality Control & Coordination
Ensure work meets internal quality standards and compliance requirements
Coordinate with tax professionals to resolve missing information or open items
Support secure delivery of tax returns through client portals or approved methods
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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