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NorthRock Partners · 2 hours ago

Seasonal Tax Reviewer

United States

Full-time

Remote

Mid Level

$45/hr - $60/hr

3+ years exp

NorthRock Partners is a financial advisory firm that helps clients reach their potential through impactful advice. They are seeking a detail-oriented professional to join their Tax Services team, responsible for reviewing individual tax returns for high-net-worth clients and ensuring compliance with tax laws.

FinanceFinancial ServicesInsurance

Responsibilities

Review individual tax returns (1040) for accuracy, completeness, and compliance with federal, state, and local tax laws

Identify discrepancies and communicate required corrections to tax preparers

Collaborate with tax preparers and tax primary partners to ensure efficient processing

Maintain detailed review documentation while ensuring confidentiality of client information

Stay current on tax law changes and apply updated regulations to reviewed returns

Respond to client inquiries as needed with professionalism and timeliness

Support special projects and additional tasks as assigned by Tax Services leadership

Qualification

Tax preparation softwareIndividual tax returns (1040)Federal tax regulationsState tax regulationsLocal tax regulationsCPA designationEnrolled Agent designationAttention to detailCommunication skillsTime-management skills