Tax Professional II

Thorlackson Tax & Consulting•Duluth, MN

16h

About The Position

We are seeking an experienced, client-focused Tax Professional II to prepare and review individual and small business tax returns, identify tax planning opportunities, and support clients with proactive tax strategies. The role involves communicating directly with clients and collaborating with team members while maintaining confidentiality and professional and ethical standards. The firm helps individuals and small business owners nationwide reduce their tax burden and make informed financial decisions through proactive tax planning and advisory services. It describes its workplace culture as collaborative and growth-oriented, with a commitment to exceptional client service.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
Minimum of 3–5 years of experience preparing and reviewing tax returns.
Strong understanding of federal and state tax laws and regulations.
Experience working with individual and business tax clients.
Proficiency with tax preparation software and Microsoft Office applications.
Excellent analytical, organizational, and problem-solving abilities.
Strong verbal and written communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Nice To Haves

Active CPA license is strongly preferred.
Enrolled Agent (EA) credential.
Experience serving small business owners and high-net-worth individuals.
Prior experience in a public accounting or tax advisory firm.
Client-service orientation and a passion for helping others.
Professional, ethical, and detail-oriented approach.
Self-motivation and ability to work independently and collaboratively.
Strong critical-thinking and decision-making skills.
Commitment to continuous learning and professional growth.

Responsibilities

Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and nonprofit organizations, as applicable.
Analyze client financial information and supporting documentation to ensure accurate tax reporting.
Identify opportunities for tax savings and provide strategic tax planning recommendations.
Assist clients with tax notices and amendments.
Communicate directly with clients to gather information, answer questions, and explain tax positions.
Review completed work for accuracy, completeness, and compliance with firm standards.
Collaborate with team members to achieve departmental and organizational goals.
Use tax preparation software effectively.
Maintain confidentiality and uphold professional and ethical standards.