Top 136 Tax associate Jobs in Hudson, Wi

Tax Department Associate
First State Bank and Trust —Bayport, MN
- $65,000 - $75,000 a year
- Full-time
- CPA
- Bachelor of Science
- Research
Quick Apply
10d
Tax Associate
H&R Block —Hudson, WI
- Weekends as needed
- Office
- Finance
- High school diploma or GED
10d
Tax Associate
DSB Rock Island —Mendota Heights, MN
- $55,000 - $65,000 a year
- Full-time
- Communication skills
- Entry level
Quick Apply
Associate Advisor
Sanctuary Wealth Group LLC —Woodbury, MN
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
8d
Accountant, Business Services
DSB Rock Island —Mendota Heights, MN
- $55,000 - $60,000 a year
- Full-time
- Communication skills
- Entry level
Quick Apply
6d
Senior Accountant
Cedar Creek Energy —Minneapolis, MN
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- GAAP
- Health savings account
- Health insurance
Quick Apply
Payroll Specialist
Ahola, Mack & Associates, Ltd —Stillwater, MN
- $25 - $30 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Appeals Officer - Revenue Tax Specialist Principal
State of Minnesota - Revenue Dept —Saint Paul, MN
- $35.30 - $52.35 an hour
- Online Application
- Hybrid work
- Background check
- Office
- Master's degree
- Paid parental leave
- Paid holidays
8d
Financial Advisor
Edward Jones —Minneapolis, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Minneapolis, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Senior Accountant-Contributed Revenue
Equity Staffing Group —Minneapolis, MN
- $75 - $85 an hour
- Contract
- Bilingual
- Mid-level
- Bachelor's degree
Quick Apply
1d
Senior Associate, Tax Controversy
Aprio —Minneapolis, MN
- $70,000 - $133,500 a year
- Full-time
- Remote
- Mid-level
- Finance
- Analysis skills
- Profit sharing
- Wellness program
Accounting Technician - Accounting Technician
State of Minnesota - Animal Health Board —Saint Paul, MN
- $23.31 - $32.94 an hour
- Online Application
- Hybrid work
- Background check
- Word processing
- English
- Paid parental leave
- Paid holidays
6h
Pre-Season Tax Professional
H&R Block —Roseville, MN
- $11.41 - $80.00 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development
- Health insurance
- Employee assistance program
Compliance Associate - Rockford, IL
Savant Wealth Management —Saint Paul, MN
- $24 - $33 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health savings account
- AD&D insurance
Senior Tax Associate
DSB Rock Island —Mendota Heights, MN
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
Quick Apply
Accounting Officer Senior
State of Minnesota - Corrections Dept —Saint Paul, MN
- $29.76 - $43.69 an hour
- Online Application
- Hybrid work
- Microsoft Word
- Microsoft Access
- Current TB test
- Free parking
- Paid parental leave
8d
Senior Project Accountant – Financial Services
Securian Financial Group —Saint Paul, MN
- $73,700 - $136,800 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Children
- Paid holidays
- Disability insurance
Accounting Associate, Non Profit
CliftonLarsonAllen —Minneapolis, MN
- $53,700 - $93,000 a year
- Full-time
- Office
- Bachelor's degree
- Entry level
- Health insurance
- Dental insurance
Service Operations Specialist
Ameriprise Financial —Minneapolis, MN
- $26.15 - $35.96 an hour
- Full-time
- Hybrid work
- Microsoft Access
- Mid-level
- Office
- Dental insurance
- 401(k)

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Tax Department Associate

First State Bank and Trust -
Bayport, MN

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year
10 days ago

Qualifications

Spreadsheets
Research
Financial regulatory compliance
Productivity software
Technical Proficiency

Full Job Description

Description:

The Tax Department Associate supports the preparation, review, and filing of tax returns and related tax planning and reporting for individual, trust, fiduciary, and estate clients of First State Bank and Trust. This position also provides tax planning and advisory support to Trust Officers and clients to help optimize tax outcomes while ensuring compliance with fiduciary obligations, applicable tax laws, and regulatory requirements.

This position works closely with all members of the Trust Department to ensure accurate and timely tax compliance while maintaining high standards of fiduciary service.

Essential Duties and Responsibilities

Prepare fiduciary income tax returns (Form 1041) and related state tax returns for trusts and estates.
Assist with preparation and review of individual, gift, and charitable trust tax returns as assigned.
Monitor tax deadlines and ensure timely filing of federal, state, and local tax returns.
Gather, organize, and reconcile financial data required for tax reporting.
Serve as a technical tax resource to Trust Officers on individual and fiduciary income tax, estate tax, gift tax, and trust administration matters.
Support estate settlement activities, including valuation reporting, basis adjustments, funding distributions, and final tax return preparation.
Participate in fiduciary account reviews to identify tax risks, planning opportunities, and compliance concerns.
Support Trust Officers in client and beneficiary meetings involving tax matters.
Research tax regulations, rulings, and legislative changes that may impact trust and estate administration.
Maintain tax records, workpapers, and supporting documentation in accordance with company policies and regulatory requirements.
Respond to inquiries from clients, beneficiaries, trust officers, auditors, and taxing authorities.
Assist with tax notices, audits, examinations, and correspondence from federal and state agencies.
Support year-end tax processing and reporting activities.
Collaborate with trust administration staff to ensure accurate account coding and tax treatment of transactions.
Coordinate with the Operations department to ensure tax payments are made in a timely and accurate manner.
Participate in process improvement initiatives to enhance efficiency and accuracy within the tax department.
Maintain confidentiality of client financial and personal information.

Requirements:

Education

Bachelor's degree in Accounting, Finance, Taxation, or related field preferred.

Experience

2+ years of tax preparation, accounting, trust administration, or related experience preferred.
Experience with fiduciary tax returns and trust accounting strongly preferred.

Certifications (Preferred)

CPA, EA, CFP®, CTFA, or progress toward a professional designation is desirable.

Knowledge, Skills, and Abilities

Maintains current understanding of Federal and State tax laws and regulations, as well as industry best practices.
Technically proficient in fiduciary law, tax, estate, and trust administration processes.
Strong ability to interpret tax laws and regulations.
Demonstrated ability to work in a team environment.
Strong analytical and problem-solving skills.
Excellent attention to detail and organizational skills.
Excellent judgment and independent thinking skills.
Strong written and verbal communication skills.
Ability to function effectively in an environment with deadlines and shifting priorities.
Flexible, versatile, resilient, and able to work additional hours as needed.
Proficiency in Microsoft Office Suite, particularly Excel.
Experience with fiduciary accounting and tax preparation software (Axcess Tax Suite) preferred.

PI286363025

Quick Apply

Refine Your Search

tax associate jobs in hudson, wi

Tax Department Associate

Tax Associate

Tax Associate

Associate Advisor

Accountant, Business Services

Senior Accountant

Payroll Specialist

Appeals Officer - Revenue Tax Specialist Principal

Financial Advisor

Financial Advisor

Senior Accountant-Contributed Revenue

Senior Associate, Tax Controversy

Accounting Technician - Accounting Technician

Pre-Season Tax Professional

Compliance Associate - Rockford, IL

Senior Tax Associate

Accounting Officer Senior

Senior Project Accountant – Financial Services

Accounting Associate, Non Profit

Service Operations Specialist

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