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W3Global Inc.

Tax Operations Associate

Minneapolis, MN

$20 - $40/hr

Mandatory experience with Thomson Reuters software, including Practice CS, UltraTax, and SurePrep Preferred: * Bachelor's degree in Accounting, Finance, or related field * Experience with tax forms ...

THOMSON REUTERS

Product Marketing Manager

Frisco, TX · Hybrid

$144.10K/yr

Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...

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How much do sureprep jobs pay per hour?

As of Jun 3, 2026, the average hourly pay for sureprep in the United States is $15.43, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $15.87 per hour, depending on experience, location, and employer.

What is a Sureprep job?

A Sureprep job typically refers to roles related to SurePrep, a company specializing in tax automation software and services. These jobs often involve tasks such as preparing and reviewing tax documents, using AI-driven technology to streamline tax workflows, and assisting tax professionals in improving efficiency. Common positions include tax preparers, quality reviewers, and software specialists. Employees in these roles work with accounting firms to optimize tax document processing and compliance.

What are the key skills and qualifications needed to thrive in the Sureprep position, and why are they important?

To thrive in a Sureprep role, strong tax preparation knowledge, attention to detail, and familiarity with tax documentation are essential, typically demonstrated by experience in accounting or tax services. Proficiency with SurePrep software, tax preparation platforms, and document management systems is commonly required. Excellent organizational skills, client communication, and the ability to work well under tight deadlines set standout professionals apart in this field. These capabilities ensure accurate and efficient processing of tax documents and contribute to a smooth client experience during busy tax seasons.

What does a typical day look like for someone working in a Sureprep position?

In a typical day as a Sureprep professional, you will review and organize client tax documents, input data into specialized software, and collaborate with tax preparers and accountants to ensure accuracy and completeness. Tasks may involve communicating directly with clients to request missing information and resolve discrepancies, as well as following up on pending items. You can expect to work both independently and as part of a team, especially during peak tax season when deadlines are critical. The role offers the opportunity to develop specialized tax knowledge and can serve as a stepping stone to more advanced positions within the accounting or tax preparation field.
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Sureprep jobs near you
Infographic showing various Sureprep job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 88% Physical, 10% Hybrid, and 2% Remote job distribution, with an average salary of $32,089 per year, or $15.4 per hour.
Tax Operations Associate

Tax Operations Associate

W3Global Inc.

Minneapolis, MN

$20 - $40/hr

Full-time

Posted 8 days ago

Job description

Job Title: Tax Operations AssociateRole Overview

The Tax Operations Associate supports the tax team by managing the preparation, assembly, and delivery of tax returns. This role focuses on ensuring accuracy, meeting deadlines, and maintaining smooth workflow throughout the tax return process.

Key ResponsibilitiesTax Return Preparation & Filing

  • Assemble and organize federal, state, and local tax returns (individuals, businesses, trusts)

  • Prepare returns for review, e-filing, and final delivery

  • Manage e-filing, track acknowledgements, and resolve any rejections or errors

Workflow & Operations Support

  • Support the full tax return lifecycle from data collection to final submission

  • Track deadlines and ensure timely completion of tasks

  • Maintain checklists and follow standardized processes

Systems & Tools

  • Use Thomson Reuters tax software (UltraTax CS, Practice CS, Onvio, etc.)

  • Manage documents and maintain accurate system records

  • Troubleshoot basic issues and escalate when needed

Quality Control & Compliance

  • Perform accuracy and completeness checks before submission

  • Ensure all returns meet internal standards and compliance requirements

  • Maintain organized documentation and workpapers

Coordination & Support

  • Work with tax professionals to gather missing information

  • Assist in secure delivery of returns to clients

  • Respond to internal and client queries related to tax operations

Required Skills

  • Good understanding of tax return processes and filing

  • Strong attention to detail and organizational skills

  • Ability to handle multiple deadlines in a fast-paced environment

  • Proficiency in Microsoft Office and document management tools

  • Familiarity with tax software, workflows, and e-signature tools

  • Strong communication and teamwork skills

  • Reliable, proactive, and deadline-driven

Qualifications

Minimum:

  • High school diploma or equivalent

  • 2+ years of experience in tax operations or support roles

  • Mandatory experience with Thomson Reuters software, including Practice CS, UltraTax, and SurePrep

Preferred:

  • Bachelor's degree in Accounting, Finance, or related field

  • Experience with tax forms (1040, 1065, 1120, 1041)

  • Experience in a CPA firm or professional services environment

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About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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