What are the responsibilities and job description for the Tax Professional position at Trueline?
A long-established and highly respected CPA firm in New Ulm, MN, is seeking an experienced Tax Professional to prepare individual and business returns for a loyal, growing client base. Pay is $75,000-$120,000 depending on experience and credentials, plus a bonus. CPA or EA credentials are a plus but not required, and the firm will train you on anything you need to grow.
This isn’t a stuffy, run-of-the-mill accounting firm. The team is close-knit with a great sense of humor, clients drop in just to say hello, and the firm gives its people real flexibility, including many summer afternoons and Fridays off. The firm is busy and growing, and there’s real opportunity to stand out and step into leadership.
What You’ll Do as the Tax Professional:
- Prepare individual tax returns, the core of the role, including farm and agricultural returns
- Prepare business returns, including corporations, partnerships, and nonprofits, with training provided as needed
- Review returns and supporting documents for accuracy and completeness
- Gather information from clients and answer their tax questions with clear, friendly communication
- Build lasting relationships with individual, farm, and business clients
- Research tax issues and stay current on federal and Minnesota tax changes
- Help the firm take on new clients during a period of strong growth
- Contribute to a supportive, team-oriented office culture
Must-Haves as the Tax Professional:
- 3 years of tax preparation experience
- Strong individual income tax return experience
- Exceptional attention to detail and accuracy
- Strong client communication and relationship-building skills
- Ability to manage a heavy workload during tax season
- Energetic, hardworking, and dedicated to doing great work
- Ability to work in New Ulm, MN, with hybrid flexibility for candidates relocating to the area
Nice-to-Haves as the Tax Professional:
- CPA or Enrolled Agent (EA) credential
- Farm and agricultural tax experience
- Business return experience, including corporations, partnerships, and nonprofits
- Tax review experience
- Experience with CCH ProSystem fx Tax
- Minnesota tax experience
The Company Offers:
- Base salary of $75,000-$120,000, depending on experience and credentials
- Bonus opportunity
- Health insurance and a 401(k)
- Summer flexibility, including afternoons and Fridays off
- A fun, family-oriented culture where people genuinely enjoy coming to work
- Strong, lasting relationships with clients and coworkers
- Training on business and specialty returns as you grow
- Real opportunity for growth and leadership
- A long-standing reputation as the top firm in its area
- Hybrid flexibility in the first year for candidates relocating to the area
Salary : $75,000 - $120,000