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Associate Sureprep Jobs (NOW HIRING)

Tax Operations Associate Role Overview The Tax Operations Associate supports the tax team by ... Mandatory experience with Thomson Reuters software, including Practice CS, UltraTax, and SurePrep ...

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Tax Associate

Scottsdale, AZ · On-site

$75K - $900K/yr

... Associate to join our growing team. Since 1976, we have provided high-quality tax, audit ... Experience with Thomson Reuters UltraTax CS, SurePrep, Go File Room, Engagement Manager, or Karbon

Tax Senior Associate

Nashville, TN · Hybrid

$78.70K - $97.60K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Tax Senior Associate

Nashville, TN · Hybrid

$78.70K - $97.60K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Tax Senior Associate

Phoenix, AZ · On-site

$74.30K - $92K/yr

#LI-Onsite #LI-EM1 Responsibilities Tax Senior Associate | Generalist Essential Functions and ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

Tax Senior Associate

Phoenix, AZ

$80.90K - $100.30K/yr

Must be able to travel based on client and business needs Tax Senior Associate | Generalist ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

Tax Senior Associate

Phoenix, AZ

$80.90K - $100.30K/yr

Must be able to travel based on client and business needs Tax Senior Associate | Generalist ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

Tax Operations Associate

Raleigh, NC

$56.90K - $75.80K/yr

Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Senior Tax Associate

Raleigh, NC · On-site

$79.20K - $98.20K/yr

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Senior Tax Associate

Raleigh, NC

$79.20K - $98.20K/yr

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Tax Senior Associate

Boca Raton, FL · Hybrid

$77.10K - $95.60K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Senior Tax Associate

Cincinnati, OH

$78.20K - $96.90K/yr

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Tax Senior Associate

Coral Gables, FL · On-site

$78K - $96.60K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Tax Senior Associate

San Francisco, CA · Hybrid

$96K - $119K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Tax Senior Associate

San Francisco, CA · Hybrid

$96K - $119K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Tax Senior Associate

Boca Raton, FL · Hybrid

$77.30K - $95.80K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Tax Senior Associate

San Francisco, CA · On-site

$96K - $119K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Tax Senior Associate

Boca Raton, FL · Hybrid

$77.30K - $95.80K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

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Associate Sureprep information

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How much do associate sureprep jobs pay per hour?

As of May 31, 2026, the average hourly pay for associate sureprep in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Sureprep, and why are they important?

To excel as an Associate Sureprep, you typically need a background in accounting, attention to detail, and strong organizational skills, often supported by a relevant degree or coursework. Familiarity with tax preparation software such as SurePrep 1040SCAN, document management systems, and proficiency in Microsoft Excel are commonly required. Effective communication, reliability, and the ability to manage deadlines are essential soft skills for collaborating with team members and handling confidential information. These competencies are vital to ensure accurate, efficient tax document processing and high-quality client service during peak tax seasons.

What are the typical responsibilities of an Associate Sureprep in a tax preparation firm?

As an Associate Sureprep, your primary responsibilities revolve around organizing, scanning, and preparing client tax documents for efficient processing by senior tax professionals. You'll review financial statements, ensure data accuracy, and use specialized software to digitize and categorize documents according to firm protocols. Collaboration with tax preparers and accountants is common, especially when clarifying documentation or resolving discrepancies. This role provides a strong foundation in tax compliance processes and offers opportunities to learn advanced tax preparation skills over time.

What is an Associate Sureprep?

An Associate Sureprep is a professional who assists in the preparation and review of tax documents, primarily using SurePrep software, which streamlines and automates the tax preparation process. They typically work in accounting firms or tax departments, supporting senior accountants or tax preparers by organizing, entering, and verifying client financial information. Their responsibilities may include gathering necessary documentation, ensuring accuracy, and helping maintain compliance with tax laws. This role is ideal for individuals interested in developing their accounting skills and gaining experience in tax preparation.

What is the difference between Associate Sureprep vs Tax Preparer?

AspectAssociate SureprepTax Preparer
Required CredentialsHigh school diploma or equivalent; certification in tax software often preferredHigh school diploma or equivalent; often requires IRS PTIN registration
Work EnvironmentTypically in tax preparation firms, accounting departments, or remote settingsIn tax offices, accounting firms, or freelance settings
Employer & Industry UsageUsed by tax firms, accounting companies, and financial servicesUsed by tax preparation services, accounting firms, and independent preparers

The Associate Sureprep role primarily involves using tax software to prepare and review tax documents, often under supervision. A Tax Preparer may perform similar tasks but can also handle more direct client interactions and complex filings. While both roles require basic tax knowledge, Associate Sureprep positions focus more on software proficiency, whereas Tax Preparer roles may demand broader tax knowledge and client communication skills.

More about Associate Sureprep jobs
What cities are hiring for Associate Sureprep jobs? Cities with the most Associate Sureprep job openings:
What are the most commonly searched types of Sureprep jobs? The most popular types of Sureprep jobs are:
What states have the most Associate Sureprep jobs? States with the most job openings for Associate Sureprep jobs include:
What job categories do people searching Associate Sureprep jobs look for? The top searched job categories for Associate Sureprep jobs are:
Infographic showing various Associate Sureprep job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 91% Part Time, 3% Temporary, and 3% Contract. Highlights an 80% Physical, 15% Hybrid, and 5% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.
Senior Sales Executive - SafeSend & SurePrep

Senior Sales Executive - SafeSend & SurePrep

THOMSON REUTERS

Eagan, MN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Thomson Reuters rating

8.9

Company rating: 8.9 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

19th of 425 rated business services


Job description

We're seeking a high-performing SaaS seller to drive strategic growth for our award winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. As a Senior Sales Executive, you'll operate in an overlay sales role, partnering closely with our Tax Workflow sales representatives, who own the full sales bag. You'll lead complex sales cycles, build trusted relationships with accounting firms, and deliver integrated solutions that enhance client experience and operational efficiency. This role is ideal for a seasoned professional who thrives in a collaborative, fast-paced environment and is passionate about solving customer challenges through technology.

About the Role

  • Serve as a subject matter expert on SafeSend Returns (SSR) and SurePrep, articulating their value to accounting firms and their clients.

  • Operate in an overlay capacity, partnering with Tax Workflow sales reps to codevelop strategies, align on territory plans, and jointly drive sales success.

  • Lead the full sales cycle-from opportunity identification to close-including handling objections, negotiating terms, and addressing EULA concerns.

  • Prepare and present sales forecasts, territory insights, and performance metrics.

  • Generate and qualify leads through multiple channels including webinars, trade shows, firm lists, sales campaigns, and cross-selling within the existing SafeSend and SurePrep customer base.

  • Collaborate on pricing strategies, product quotes, and CRM best practices to ensure accurate and timely data capture.

  • Consistently meet or exceed monthly, quarterly, and annual sales goals.

  • Act as a mentor and resource to Associate and Sales Executives, contributing to team development and knowledge sharing.

About You

  • 5+ years of successful sales experience in software solutions, preferably in B2B or professional services environments.

  • A high school diploma (required); college degree (preferred).

  • Proven ability to lead complex sales cycles and build long-term client relationships.

  • Strong collaboration skills and experience working in matrixed sales environments.

  • Excellent communication, negotiation, and presentation skills with senior decision-makers.

  • A strategic mindset with the ability to align product solutions to customer business needs.

  • Familiarity with accounting and tax firm operations (preferred).

  • Strong organizational skills and responsiveness.

  • A positive, energetic attitude with a drive for results and continuous improvement.

  • Experience with Salesforce CRM or similar tools (preferred).

#LI-DM1

What's in it For You?

  • Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

  • Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

  • Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

  • Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

  • Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

  • Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations. For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $189,000 USD - $351,000 USD. Pay is positioned within the range based on several factors including an individual's knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. This is inclusive of both base pay and any target sales incentive. This job posting will close .

About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.

Learn more on how to protect yourself from fraudulent job postings here.

More information about Thomson Reuters can be found on thomsonreuters.com


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