Twin Cities Tax
Tax Preparer & Advisor
Prior Lake, MN
·
Full time
IN PERSON - NO REMOTE WORK: We’re looking for an experienced tax preparer who doesn’t just crunch numbers—someone who delivers excellence and strategic tax advice to small business owners and individuals. If you’re client-focused, thrive under pressure, and can embrace the long hours that come with a growing tax practice giving high quality, human service, we want you on our team!
About Twin Cities Tax
Twin Cities Tax provides personalized tax services nationwide with a commitment to first class, VIP service. Most of our clients are small business owners seeking year round bookkeeping, payroll, CFO services and tax prep and strategy.
If you are motivated to provide excellence and "know your client" well, you may be a candidate for our outstanding team.
Description
Twin Cities Tax is looking for a seasoned tax professional who thrives in a fast-paced, high-tech environment and loves solving complex problems for clients across five generations. If you’re ready for a role where there’s truly never a dull moment, this is your chance to shine! Must have strong Drake Tax and Drake Portal abilities.
What You’ll Do - Be a Tax Expert for our Clients / Build our Team
The successful hire will be able to seamlessly integrate into our practice and handle complex tax preparation as well as day to day operations such as:
- Onboard clients using modern tools like Drake Portal and Google Workspace Forms—both in person and virtually.
- Collect payments and schedule appointments.
- Assist clients with questionnaires and interviews.
- Interpret & review for accuracy entry & prep of returns.
- Enter & analysis of comparative data from past returns.
- Perform 3-year comparison analyses to uncover trends and opportunities.
- Communicate in a motivating, caring way with Clients.
- Spot weak or incorrect positions in prior filings and motivate clients (with a playful touch!) to upgrade to stronger strategies that reduce compliance risks and set them up for long-term success.
- Review Returns/Consult with Clients prior to signing.
What We’re Looking For
- Experience: Minimum 3 years in tax preparation.
- Tech Skills Sought:
- Drake Tax (or devotion to training yourself by Jan. 31)
- QuickBooks Online (QBO)
- Excel
- Google Workspace Apps
- Android & Apple Apps
- Microsoft Office Applications, Excel & Word
- Drake Portals
- Drake Document Manager Desktop
- Adobe DC / E-Sign
- MNUI Site - Paid Leave
- MN E-Services
- IRS Tax Pro Tools
- THS
- Co-Pilot 365, Google Gemini Workspace
- Gmail Workspace Tools
- Strong commitment to WISP and IRC 7216 compliance.
- Ability to serve five generations of clients—requires stamina, adaptability, and creative problem-solving.
- Attention to detail and a passion for staying updated on tax rules outside of the workplace to deliver strategies that fuel our growth.
- Collaborative mindset—you love working with a tight team and its clients.
- Comfort in a paperless, high-tech office environment.
- Commitment to continuous learning and staying current with IRS and state regulations.
Why Join Us?
This isn’t just a seasonal gig—it’s a career opportunity with room to grow into management and six-figure earnings. At Twin Cities Tax, no two clients are alike, which means your work will always be interesting and impactful. Both Individual and businesses are part of each day.
If this sounds like your kind of challenge, we want to hear from you!
Take your tax career to the next level—apply now and become a valuable member of our dynamic team.
Requirements
Must be available to work in our Prior Lake office MOST days, though we do work a hybrid schedule with one-two days in home offices once candidates meet criteria.
Limited time off during tax season.
Candidate must be willing to voluntarily comply with state & federal mandates, new regulations, and always changing rules.
Professional and politically neutral.
Sense of humor about our industry and how tax clients predictably behave. If they were super organized and understood everything they wouldn't need us!
Love that there is never a dull moment in our work and always more to learn.
MANDATORY:
PTIN (If you haven't had one, you'll need one)
Credit score 700+ (Walk the walk, not just talk the talk)
No criminal background. (We handle sensitive financial info)
Drug testing upon request.
All tax returns filed and taxes paid or in an installment agreement, this will be checked via e-services 8821 form.
US citizen & US location - no offshore work EVER due to 7216 req.
High attention to detail, accurate entry and speed.
Self-discipline.
Ability to track time accurately.
Be on time and ready to work at the right time.
No gender, racial, or age bias.
PREFERRED SKILLS/AUXILLIARY SOFTWARE EXPERIENCE:
Drake Tax Software
Drake Portals
Google Workspace
Ability to assist with both Android and iPhone
Google Chrome Browser Profiles
Dropbox Teams
Gusto Payroll
QBO
Quicken
Outlook/Gmail
Excel/Google Sheets
Word/Google Docs
Zoom
Adobe Acrobat
Salary
$25 - $40 per hour