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NorthRock Partners

Associate, NorthRock Tax Services

NorthRock Tax Services – Minneapolis, Minnesota
Department NorthRock Tax Services
Employment Type Full-Time
Minimum Experience Mid-level


Our Tax Services team, currently comprised of a half dozen wildly talented humans, is primarily responsible for providing in-house tax preparation and consulting services to our incredible clients and their family members, as a core component of our Personal Office approach and experience.

This high-performing team consists of individuals who apply in-depth technical knowledge across all parts of the organization to to integrate tax and wealth management advice for our clients.  As a team, they partner with every department and every office location to drive scale, execute on client requests, and ignite client service integration across all parts of the organization.  Associate will be responsible for facilitating all tasks in a manner consistent with firm standards and developing an excellent working relationship with CPAs, clients and supporting advise teams as a trusted point of problem resolution.   

Working in partnership with other tax department team members, Advisors, and clients the selected candidate will support tax return preparation, reviews, and filings. 


This role is uniquely positioned to impact both our exceptional client list and internal colleagues year round. The best Associates develop profound client relationships, become experts at providing support whenever and wherever clients need it, and drive synchronization among technical experts across NorthRock. 


  • Obsess over Type A things, like formatting uniformity, consistency in design, and organization
  • Deliver “Wow!” through service to others
  • Address the smallest details others seem to gloss over
  • Harness scrappy resourcefulness and determination to get stuff done
  • Lend a hand beyond your job description – i.e., straightening a conference room when it doesn’t look neat or clean
  • Help others leverage their time and/or resources better
  • Solve puzzles, use critical thinking skills, re-arrange things to make greater sense
  • Give and receive feedback to increase professional growth
  • Influence others with a positive attitude
  • Invest in people around you
  • Own to the extreme - control the execution of projects to guarantee expectations are meet or exceeded
  • Leverage your tech prowess to find new efficiencies and innovation in administrative process
  • Ask questions on the front end of a task to avoid wasting time on unnecessary steps
  • Ruthlessly prioritize to be maximally efficient
  • Propose thoughtful solutions when faced with a challenge
  •  Achieve high-performance goals


  • An excellent communicator capable of explaining complex concepts to clients 
  • Analytical by nature
  • Able to convert complex data into meaningful strategic insights
  • Client-service driven to the core
  • Innovative, versatile, and adaptable 
  • A “doer” or "self starter" who can execute with immaculate detail
  • Relationship builder & team player
  • Entrepreneurial attitude
  • Adaptable, innovative, and versatile
  • Self-starter who activates and executes
  • Calm under pressure
  • Self-learner who is known for being ambitious and curious
  • Critical evaluator of information gathered from multiple sources, reconcile conflicts, and decompose high-level information into details
  • A good human with a strong code of ethics 


  • Income tax return preparation, reviews and filings
  • 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


  • 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 bookeeping 
  • Minimum of 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
  • United States work authorization
  • Criminal Background check is required


 Please visit our Careers Page for benefit information.

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  • Location
    Minneapolis, Minnesota
  • Department
    NorthRock Tax Services
  • Employment Type
  • Minimum Experience
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