Tax Operations Associate

Nepsis, Inc.•Minneapolis, MN

About The Position

The Tax Operations Associate plays a critical role in supporting the tax team by managing the operational workflow, assembly, and delivery of tax returns. This position focuses on process execution, system management, quality control, and coordination to ensure tax returns are prepared efficiently, accurately, and delivered on time. The ideal candidate will have hands-on experience with the Thompson Reuters suite of tax products and thrives in a detailed-oriented, deadline-driven environment where operational excellence supports exceptional client service.

Requirements

Strong understanding of tax return assembly and filing processes.
High attention to detail and strong organizational skills.
Ability to manage multiple deadlines in a fast-paced environment.
Proficient with Microsoft Office and document management systems.
Familiar with tax workflow tools, portals, and e-signature processes.
Process-driven with a quality-control mindset, with a focus on operations excellence, following through on tasks, and continuous process improvement.
Strong communication and collaboration skills
Dependable, proactive, and deadline-oriented.
High school diploma or equivalent
2+ years of experience in tax operations, tax administration, or tax support roles
Direct experience using Thomson Reuters tax software suite
Authorization to work in the United States on a permanent basis

Nice To Haves

Bachelor’s degree from an accredited college or university in finance, accounting, business, or another closely related field
Experience supporting multiple tax entities (1040, 1065, 1120, 1041)
Experience in a CPA firm or professional services environment
Experience using tax workflow tools, portals, and e-signature processes

Responsibilities

Assemble, organize, and finalize federal, state, and local tax returns for individuals, businesses, and trusts.
Prepare returns for review, e-file, and delivery in accordance with firm standards.
Manage e-filing processes, acknowledgements, and follow-up on rejections or corrections.
Support the tax team throughout the full tax return lifecycle, from data intake to final delivery.
Monitor workflows and deadlines to ensure timely completion of returns.
Maintain checklists and standardized procedures for tax production.
Utilize and support the Thomson Reuters tax software suite, including UltraTax CS, Practice CS, Onvio, or similar software.
Assist with document management, file organization, and system data integrity.
Troubleshoot basic system or workflow issues and escalate when needed.
Performance completeness and accuracy checks prior to review and filing.
Ensure returns meet internal quality standards and regulatory requirements.
Maintain organized workpapers and supporting documentation.
Coordinate with tax professionals to gather missing information or resolve open items.
Support secure delivery of tax returns to clients via portal or approved delivery methods.
Assist with responding to client and internal operational inquiries related to tax filings.