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Tax Service Jobs in Minnesota (NOW HIRING)

Position Summary Global Tax Services is responsible for supporting clients through complex international tax relief processes related to ADR and ordinary securities. The Relief at Source and Reclaim ...

Director of Tax

Arden Hills, MN · Hybrid

$95K - $150K/yr

Build a brand-new tax support offering from the ground up and become the go-to person for a fast ... Grow your career in a role that can expand quickly as the service line scales nationwide

Meets internal deadlines to match the client expectations for timely delivery of service; * Identifies book-to-tax differences. * Research * Identifies when research is needed; clearly and concisely ...

Meets internal deadlines to match the client expectations for timely delivery of service; * Identifies book-to-tax differences. * Research * Identifies when research is needed; clearly and concisely ...

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Tax Service information

What is tax service?

Tax services refer to professional assistance provided to individuals or businesses in preparing, filing, and managing their taxes. These services can include tax planning, tax return preparation, resolving tax issues, and ensuring compliance with local, state, and federal tax laws. Tax service providers may also offer advice on strategies to minimize tax liabilities and represent clients in case of audits or disputes with tax authorities.

What are the key skills and qualifications needed to thrive in tax service?

To thrive in Tax Service, you need a solid understanding of tax laws, accounting principles, and a relevant degree such as accounting or finance, often accompanied by certifications like CPA or EA. Familiarity with tax preparation software (e.g., TurboTax, QuickBooks), IRS systems, and spreadsheet tools is typically required. Strong analytical thinking, attention to detail, and excellent client communication are the soft skills that set top professionals apart. These skills ensure accurate filings, regulatory compliance, and strong client relationships in a complex, deadline-driven environment.

What are some common challenges faced by professionals working in tax service roles, and how can they be addressed?

Professionals in tax service roles often face challenges such as staying up-to-date with frequently changing tax laws and regulations, managing tight deadlines during tax season, and effectively communicating complex tax information to clients. These challenges can be addressed by participating in regular training sessions, utilizing tax software to streamline processes, and fostering strong collaboration with team members and other departments. Maintaining organized records and proactive client communication also help manage workload and ensure compliance.

What is the difference between Tax Service vs Tax Preparer?

AspectTax Service

AspectTax Service

Tax Service professionals typically provide comprehensive tax-related services, including planning, consulting, and preparation for individuals and businesses. Tax Preparers mainly focus on preparing and filing tax returns. While both roles require knowledge of tax laws, Tax Service providers often have broader responsibilities and may hold certifications like Enrolled Agent or CPA, whereas Tax Preparers may only need a preparer tax identification number (PTIN). The work environment for both is similar, often in office settings or remotely, serving clients during tax season. The main difference lies in the scope of services offered and the level of expertise required.

Are tax preparers still in demand?

Tax preparers are generally in steady demand, especially during tax season, as individuals and businesses seek assistance with filing their taxes. The role often requires knowledge of current tax laws and certification such as a Preparer Tax Identification Number (PTIN). Employment prospects can vary based on economic conditions and technological changes in tax software.
Infographic showing various Tax Service job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 3% Contract, and 1% Nights. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

TAX Relief - Tax Operations Analyst

Vish Consulting Services, Inc.

Saint Paul, MN • On-site

Other

Posted 4 days ago


Job description

Global Tax Services: Relief at Source and Reclaim Operations Teams

Position Summary

Global Tax Services is responsible for supporting clients through complex international tax relief processes related to ADR and ordinary securities. The Relief at Source and Reclaim Operations teams work together to help clients obtain the appropriate tax treatment under applicable market rules and Double Taxation Treaties while maintaining strong controls, accurate documentation, and timely execution.

The team member in this role will support both preventative tax relief activity before income payments are made and post-payment reclaim activity when excess withholding tax must be recovered. This position requires strong attention to detail, disciplined follow-up, market awareness, and the ability to partner with clients, internal business lines, custodians, and tax authorities to ensure accurate and timely tax servicing.

Relief at Source

  • Review client eligibility and documentation to support reduced withholding tax treatment at the time income is paid.
  • Prepare, validate, and track market-specific tax forms, certifications, and supporting documentation required for relief at source processing.
  • Monitor upcoming income events, market deadlines, and custodian requirements to ensure documentation is submitted timely and accurately.
  • Support onboarding documentation to ensure clients are properly established for future tax relief opportunities.
  • Respond to ad-hoc market-driven requests, urgent documentation escalations, and last-minute eligibility validations to help protect clients from negative tax impact.
  • Partner with internal teams, custodians, and external clients to resolve documentation gaps, missing information, or tax service coding issues.

Reclaim Operations

  • Review and validate reclaim eligibility after income payments have been made to recover excess withholding tax on behalf of clients.
  • Prepare, submit, and monitor reclaim packages in accordance with market rules, custodian requirements, and statute of limitation deadlines.
  • Coordinate with clients and business partners to obtain certificates of residency, tax forms, and other required supporting documentation.
  • Track reclaim inventory through filing, payment, rejection, resubmission, or closure while maintaining accurate status updates and audit trail documentation.
  • Research and resolve reclaim rejections by identifying root causes, coordinating corrective action, and escalating time-sensitive or high-value items as needed.
  • Partner with custodians, tax authorities, and internal stakeholders to support payment validation, exception resolution, and client communication.

Required Skills and Qualifications

  • Strong attention to detail with the ability to review complex tax documentation and identify missing or inconsistent information.
  • Ability to manage multiple deadlines in a fast-paced, time-sensitive operational environment.
  • Strong written and verbal communication skills, including the ability to follow up professionally with clients, business partners, and custodians.
  • Understanding of global custody, withholding tax, ADR and ordinary securities, Double Taxation Treaties, or securities operations preferred.
  • Ability to document work clearly, maintain accurate records, and support audit-ready processes.
  • Problem-solving mindset with the ability to identify trends, escalate risks, and contribute to process improvements.
  • Comfort working across systems, trackers, shared documentation repositories, and operational workflow tools.