About the Tax Senior Role at Robert Half

Join Robert Half's dynamic tax team in Bloomington, Minnesota, as a Tax Senior. This pivotal role offers the chance to leverage your tax expertise in the financial services industry, handling complex tax matters for diverse entities including individuals, partnerships, corporations, estates, and trusts. Located in the heart of the Greater Minneapolis-St. Paul area, you'll ensure compliance with federal, state, and local regulations while delivering strategic tax planning guidance that drives client success. As a Tax Senior, you'll play a critical role in tax preparation, client advisory, and team collaboration, contributing to high-impact outcomes during peak seasons and beyond. Robert Half, a leader in finance and accounting staffing, provides the perfect platform for career growth in a supportive, innovative environment. If you're passionate about tax optimization, client relationships, and staying ahead of evolving tax laws, this position is your opportunity to excel.

Why This Role Stands Out

In this full-time Tax Senior position, you'll balance technical precision with client-focused service. Bloomington, MN offers an ideal setting with its proximity to major corporations and a thriving business community. Enjoy a competitive salary starting at $70,000, with room for growth based on experience, plus comprehensive benefits. Advance your career with Robert Half's renowned professional development resources, including CPA support and leadership training.

Key Responsibilities

Tax Preparation & Review

• Prepare and meticulously review advanced tax returns across multiple entity types, ensuring zero errors and full compliance.
• Conduct in-depth financial data analysis to validate supporting documentation accuracy.
• Stay current with rapidly changing tax codes, regulations, and compliance standards.
• Proactively hunt for tax savings opportunities, credits, deductions, and deferral strategies to maximize client benefits.
• Provide hands-on support to the tax team during high-volume periods, guaranteeing on-time filings and exceptional service delivery.

Client Relationship Management

• Partner with clients to efficiently collect necessary documents and resolve any ambiguities for seamless tax processing.
• Translate intricate tax concepts into clear, actionable insights for non-expert clients.
• Lead client meetings to present tax filings, discuss planning strategies, and deliver tailored recommendations.
• Spot potential new business opportunities and facilitate smooth client onboarding processes.

Collaboration & Team Support

• Foster strong partnerships within the tax team to maintain consistent, top-tier service quality.
• Mentor junior staff by reviewing their work, offering constructive feedback, and guiding professional development.
• Coordinate with internal departments for integrated client solutions and superior service experiences.
• Identify upsell opportunities for additional client services to enhance satisfaction and revenue.
• Contribute to the creation of internal tax policies, streamlined procedures, and comprehensive training programs.

Required Qualifications

To thrive as our Tax Senior, you need a proven track record in tax preparation and a commitment to excellence. Essential qualifications include:

• Bachelor's degree in Accounting, Taxation, Finance, or equivalent field.
• 3-5+ years of hands-on experience in tax preparation and review for diverse entities.
• CPA certification strongly preferred; EA or other relevant credentials a plus.
• Deep expertise in U.S. tax laws, including IRC, state regulations, and industry-specific rules.
• Advanced proficiency in tax software like CCH Axcess, Thomson Reuters UltraTax, or ProSeries.
• Exceptional analytical skills for dissecting complex financial data and spotting optimization opportunities.
• Outstanding communication abilities to explain technical tax matters simply and persuasively.
• Demonstrated ability to thrive under pressure, managing multiple deadlines in a fast-paced environment.
• Strong organizational skills with meticulous attention to detail.

Experience in the financial services sector is highly desirable, along with a collaborative mindset and passion for client success.

Why Join Robert Half?

Robert Half is more than a staffing firm—we're a career accelerator. As a Tax Senior in Bloomington, MN, you'll benefit from our industry-leading compensation package, including a $70,000+ base salary, performance bonuses, and profit-sharing. Our benefits suite features comprehensive medical, dental, and vision coverage; 401(k) with generous matching; unlimited PTO accrual; and hybrid work flexibility. Invest in your future with tuition reimbursement, CPA exam stipends, and access to exclusive training via Robert Half University. Join a culture that values work-life balance, diversity, and innovation. With 75+ years of excellence, Robert Half offers unparalleled stability and growth in the Twin Cities' booming economy. Apply now and elevate your tax career!