Tax Staff Accountant at Gradient Financial Group LLC

Arden Hills, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Aug, 26

Salary

0.0

Posted On

08 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Individual Income Tax Preparation, Entity Tax Returns, Tax Planning, High-Net-Worth Client Management, CCH Axcess Tax, Holistiplan, Professional Communication, Detail Oriented, CPA Licensure, Multi-state Filings, K-1 Preparation, Roth Conversion Analysis

Industry

Financial Services

Description

Tax Central is Gradient Financial Group's dedicated tax planning and preparation division built to be the CPA team behind a nationwide network of Financial Services Professionals. We are not a traditional accounting firm. We don't chase volume to cover overhead. We don't sacrifice service quality to survive April. We are designed, from the ground up, to deliver the kind of tax experience that financial advisors have been asking for and never getting. This is a foundational opportunity to join Tax Central at the beginning of its growth, preparing returns for some of the firm’s earliest advisor clients while helping shape a division that is already generating a significant pipeline. This role is ideal for a skilled preparer who wants to move beyond pure compliance work into meaningful tax planning and contribute to building something from the ground up. What You’ll Do * Prepare individual income tax returns (Form 1040) across a range of complexity — W-2 earners, retirees, investors, small business owners, and high-net-worth clients with K-1s, rental properties, multi-state filings, and equity compensation * Prepare entity returns (1065, 1120-S) for clients with business interests * Work inside CCH Axcess Tax, Axcess Engagement, and AutoFlow — Tax Central’s primary tax preparation, workpaper, and document automation platforms * Participate in tax planning engagements using Holistiplan and Tax Central’s proprietary planning programs — Roth conversion analysis, bracket management, RMD strategy, and estimated payment calculations * Communicate directly with financial advisors on return status, open items, and technical questions clearly and without jargon * Follow Tax Central’s onboarding and workflow SOPs: document intake, file organization, workpaper standards, and quality review processes * Help maintain real-time return status in Tax Central’s workflow tracker so advisors always know where their clients' returns stand * Contribute to refining Tax Central’s systems and processes as the team grows. This is a build phase, and your observations matter What you Bring Required * 2+ years of experience preparing individual income tax returns (Form 1040), including complex returns * Demonstrated experience with high-net-worth individuals — clients with investment income, K-1s, rental properties, business interests, or multi-state filings * CPA license or active progress toward CPA licensure. We are looking for people who take the credential seriously * Strong technical foundation in individual income tax — you can explain what's happening on a return, not just prepare it * Professional communication skills — you will interact directly with financial advisors who are sophisticated, relationship-oriented, and have high expectations * Comfortable working in a structured, SOP-driven environment with defined workflows and quality standards * Detail oriented — accuracy is non-negotiable at Tax Central Preferred * CPA license (active) * Experience with entity returns (1065, 1120-S) and business owner tax situations * Familiarity with CCH Axcess Tax, Axcess Engagement, or comparable tax software (ProSystem fx, UltraTax, Lacerte) * Exposure to tax planning concepts — Roth conversions, estimated payments, bracket management, RMD strategy * Experience in a firm or environment that served financial advisors or wealth management clients * Working knowledge of Holistiplan or similar planning tools Our Benefits * Competitive compensation and comprehensive benefits * 4 weeks of accrued PTO, plus 9 paid holidays * Medical, dental, vision, life insurance, and 401(k) * 8 hours of paid volunteer time off (VTO) * Ability to work in-office four days per week with one remote workday * Ongoing professional development support, including CPA exam preparation resources * A collaborative team that values expertise, initiative, and growth Who Thrives Here This role is a strong fit if you are a preparer who wants to do more than prepare returns. Tax Central's model is built around planning. Every planning-tier client gets two substantive engagements per year, and the preparer who works those files participates in the analysis, not just the filing. You should be the kind of person who takes ownership of a file. You read the prior year return before you open a blank one. You notice things. You flag issues before someone else has to. You communicate clearly when something is missing instead of waiting. You should also be comfortable talking to financial advisors. Advisors are Tax Central's clients — not their end clients — and they are professionals with high standards. The ability to have a clear, confident conversation about a return or a planning question is part of the job. Why You’ll Love Working Here Tax Central is built around a sustainable, planning-focused model designed to support both clients and employees long term. The firm maintains a manageable client load so team members can focus on high-quality tax planning work rather than endless return preparation. Performance is measured by output and judgment, not hours worked, with no timesheet culture or utilization targets. Work is intentionally distributed throughout the year to avoid the traditional compressed tax season, and employees are not expected to generate business. Backed by Gradient’s infrastructure and strong existing demand, Tax Central offers the opportunity to join a well-capitalized platform with both stability and long-term upside.

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Responsibilities

Prepare complex individual and entity tax returns for high-net-worth clients and business owners. Participate in strategic tax planning engagements and communicate technical findings directly to financial advisors.