About Nepsis

Nepsis Shared Services LLC, located in Minneapolis, Minnesota, is an independent financial advisory, investment management and tax services firm founded by Mark Pearson. Nepsis® employs a comprehensive Family Office Framework that integrates financial planning, estate planning, advanced tax solutions and in-house portfolio management, offering a holistic approach to wealth management.

Guided by the Power of Clarity®, Nepsis’ proprietary process empowers clients to achieve their financial goals by providing them with the knowledge and support needed to understand their financial lives. Nepsis is focused on maximizing wealth and minimizing taxes, with an emphasis on advanced tax planning to help clients achieve their long-term financial goals. In addition, Nepsis is dedicated to community impact through the Nepsis Foundation™, supporting community initiatives in the Minneapolis area.

Advisory services are offered through Nepsis Inc., an SEC-registered investment advisor and affiliate of Nepsis Shared Services LLC. Learn more at nepsis.com.

Role Overview

The Tax Operations Associate plays a critical role in supporting the tax team by managing the operational workflow, assembly, and delivery of tax returns. This position focuses on process execution, system management, quality control, and coordination to ensure tax returns are prepared efficiently, accurately, and delivered on time.

The ideal candidate will have hands-on experience with the Thompson Reuters suite of tax products and thrives in a detailed-oriented, deadline-driven environment where operational excellence supports exceptional client service.

Responsibilities

Tax Return Assembly & Delivery

• Assemble, organize, and finalize federal, state, and local tax returns for individuals, businesses, and trusts.
• Prepare returns for review, e-file, and delivery in accordance with firm standards.
• Manage e-filing processes, acknowledgements, and follow-up on rejections or corrections.

Tax Operations & Workflow Support

• Support the tax team throughout the full tax return lifecycle, from data intake to final delivery.
• Monitor workflows and deadlines to ensure timely completion of returns.
• Maintain checklists and standardized procedures for tax production.

Systems & Technology

• Utilize and support the Thomson Reuters tax software suite, including UltraTax CS, Practice CS, Onvio, or similar software.
• Assist with document management, file organization, and system data integrity.
• Troubleshoot basic system or workflow issues and escalate when needed.

Quality Control & Compliance

• Performance completeness and accuracy checks prior to review and filing.
• Ensure returns meet internal quality standards and regulatory requirements.
• Maintain organized workpapers and supporting documentation.

Client Support & Internal Coordination

• Coordinate with tax professionals to gather missing information or resolve open items.
• Support secure delivery of tax returns to clients via portal or approved delivery methods.
• Assist with responding to client and internal operational inquiries related to tax filings.

Necessary Skills & Abilities

• Strong understanding of tax return assembly and filing processes.
• High attention to detail and strong organizational skills.
• Ability to manage multiple deadlines in a fast-paced environment.
• Proficient with Microsoft Office and document management systems.
• Familiar with tax workflow tools, portals, and e-signature processes.
• Process-driven with a quality-control mindset, with a focus on operations excellence, following through on tasks, and continuous process improvement.
• Strong communication and collaboration skills
• Dependable, proactive, and deadline-oriented.

Minimum Qualifications

• High school diploma or equivalent
• 2+ years of experience in tax operations, tax administration, or tax support roles
• Direct experience using Thomson Reuters tax software suite
• Authorization to work in the United States on a permanent basis

Preferred Qualifications

• Bachelor’s degree from an accredited college or university in finance, accounting, business, or another closely related field
• Experience supporting multiple tax entities (1040, 1065, 1120, 1041)
• Experience in a CPA firm or professional services environment
• Experience using tax workflow tools, portals, and e-signature processes

Working Environment & Physical Demands

While performing the duties of this job, the employee is in an office environment. The noise level in the work environment is typically quiet to moderate. Client and internal company information is highly confidential.

The essential functions of the Tax Operations Associate role will require the employee to be able to communicate verbally with others. The employee will often be required to sit for extended periods of time and use a computer and other office equipment. The employee will occasionally be required to stand, move, reach, and lift up to 10 lbs.

Additional Information

This job description is intended to convey information essential to understanding the scope of the Tax Operations Associate’s role. It is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the role.

Consistent with the American’s with Disabilities Act and other applicable state laws, it is the policy of Nepsis to provide reasonable accommodations when requested by a qualified applicant or employee, unless such accommodation would cause an undue hardship. This policy applies to all aspects of employment, including the application process. If a reasonable accommodation is needed, please contact Human Resources at 952-746-2003.

Nepsis Benefits

• Medical
• Dental
• Vision
• Group & Voluntary Life
• Short- & Long-term Disability
• 401k & Roth 401k
• Unlimited PTO
• Company Holidays