Senior Tax Associate

About You

• Experienced: You have a strong foundation in tax preparation and enjoy tackling increasingly complex tax engagements.
• Client-Focused: You build trusted relationships through proactive communication and exceptional service.
• Collaborative: You enjoy mentoring others, improving processes, and contributing to a high-performing team.

The Role

We’re looking for a knowledgeable and client-focused professional to join our Tax Services team. In this role, you’ll independently prepare complex tax returns, support tax planning initiatives, and help deliver integrated tax services as part of our Personal Office® approach. The ideal candidate thrives in a collaborative, fast-paced environment and is known for technical expertise, sound judgment, and a commitment to exceptional client service.

What You’ll Do

• Independently prepare individual, business, trust, and other assigned income tax returns, including increasingly complex filings.
• Perform an initial review of tax returns and supporting workpapers prepared by Associates, providing constructive feedback and identifying areas for improvement.
• Support tax planning, research, and analysis for assigned clients and projects.
• Build and maintain tax-planning models, analyses, and supporting documentation.
• Manage assigned client relationships by responding to routine requests, participating in client meetings, and coordinating deliverables.
• Communicate proactively with clients, internal partners, and external parties to gather information and keep work progressing efficiently.
• Own assigned CCH workflow processes, including establishing Workstream projects, rolling over returns, and maintaining workflow accuracy.
• Coordinate day-to-day workflow by monitoring assignments, tracking deadlines, communicating status updates, and escalating concerns as needed.
• Assist with notices, correspondence, and information requests from federal, state, and local tax authorities.
• Maintain accurate client documentation, online files, and CRM records.
• Support special projects and contribute to the continuous improvement of Tax Services processes, client service standards, and operational practices.

What You Bring

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of relevant experience in tax preparation, accounting, wealth management, or a related professional environment.
• Experience completing multiple full tax seasons.
• Demonstrated experience preparing individual, business, trust, and other tax returns.
• Experience with professional tax preparation, research, and workflow systems; working knowledge of CCH and BNA strongly preferred.
• CPA designation preferred; active pursuit of CPA certification expected if not currently licensed.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Experience reviewing the work of others and providing clear, constructive feedback.
• Strong written and verbal communication skills with the ability to explain tax concepts clearly to clients and colleagues.
• Proficiency with Microsoft Office and the ability to quickly learn new technologies.
• Must be authorized to work in the United States.
• Successful completion of a credit and criminal background check is required.

Compensation & Benefits

The estimated base salary range for this role is $91,000 – $125,000. Compensation is based on job-related knowledge, skills, experience, and geographical work location. This role may also be eligible for variable pay.

Benefits include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous PTO.

About NorthRock Partners

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model delivers integrated financial and lifestyle guidance tailored to each client’s unique goals.

NorthRock Partners is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

We are committed to providing reasonable accommodation throughout the application and employment process. For assistance, contact [email protected].