Junior Tax Accountant

Job Description

Junior Tax Accountant | KWG Advisors

The Tone:
This is a hybrid role at KWG Advisors, located in Shakopee, Minnesota. KWG Advisors is a growing CPA firm that provides essential tax, accounting, bookkeeping, and advisory services to individuals and small businesses. This Junior Tax Accountant role is designed for individuals seeking to build a rewarding career in public accounting, regardless of their prior tax experience. It is a foundational position, supporting the core tax team and ensuring excellent service delivery to our diverse client base.

The TL;DR
• Role: Early Career
• Type: Hybrid
• Location: Hybrid Shakopee, MN
• Team: Work alongside experienced CPAs and tax professionals
• Mission: Prepare tax returns, organize client information, communicate with clients, and learn every aspect of the tax preparation process.
• Tech Stack: Microsoft Excel, Canopy client portal

What You’ll Actually Do
• Tax Return Preparation: Assist with the meticulous preparation of various individual and business income tax returns.
• Client Document Management: Systematically organize, review, and diligently maintain client tax documents, including requesting any missing information.
• Digital File Management: Scan, organize, and maintain electronic client files to ensure data integrity and accessibility.
• Financial Analysis Support: Prepare detailed workpapers using Microsoft Excel and provide assistance with tax projections and special client projects.
• Client Service & Learning: Deliver exceptional client service across multiple communication channels (in person, phone, email, Canopy portal) and continuously learn federal and state tax laws and firm procedures.

The Must-Haves
• Background: Entry-Level. This position is explicitly designed for individuals seeking to transition into the accounting or tax field, including recent accounting or business graduates eager to start their career. It also welcomes experienced office professionals seeking a new challenge, those returning to the workforce after an absence, or even retired/semi-retired professionals looking for flexible and meaningful work.
• Experience: No specific tax accounting experience is required, as comprehensive training and mentorship will be provided by KWG Advisors to build a successful career.
• Skills: A great attitude, strong organizational skills, and a proactive willingness to learn are essential. Candidates must be motivated and detail-oriented. Proficiency in Microsoft Excel is required for preparing workpapers, and the ability to interact effectively using the Canopy client portal for client service is a plus.