Tax Professional

Trueline•New Ulm, MN
•$75,000 - $120,000•Hybrid

About The Position

A long-established CPA firm in New Ulm, Minnesota, is hiring an experienced Tax Professional to prepare individual and business tax returns for a loyal and growing client base. Individual returns, including farm and agricultural returns, are the core of the role. Business returns include corporations, partnerships, and nonprofits, with training provided as needed. The role also involves reviewing returns and supporting documents, gathering information from clients, answering tax questions, building lasting client relationships, researching tax issues, and keeping current on federal and Minnesota tax changes. The firm is growing and offers the opportunity to take on new clients and develop toward leadership. It describes its team as close-knit, supportive, and family-oriented, with summer flexibility, including many afternoons and Fridays off. Hybrid flexibility is available in the first year for candidates relocating to the area.

Requirements

  • At least 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, Minnesota; hybrid flexibility is available for candidates relocating to the area.

Nice To Haves

  • 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.

Responsibilities

  • Prepare individual tax returns, including farm and agricultural returns.
  • Prepare business tax returns for corporations, partnerships, and nonprofits, with training provided as needed.
  • Review tax 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.

Benefits

  • 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.
  • Opportunity for growth and leadership.
  • Hybrid flexibility in the first year for candidates relocating to the area.
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