Tax Professional

Trueline • Ulm, MN

2d • Hybrid

About The Position

A long-established CPA firm in New Ulm, Minnesota, is seeking an experienced Tax Professional to prepare individual and business tax returns for a loyal, growing client base. Individual returns, including farm and agricultural returns, are the core of the role. Business returns may include corporations, partnerships, and nonprofits, with training available as needed. The position also involves reviewing returns and supporting documents, answering client questions, building lasting client relationships, researching tax issues, and staying current on federal and Minnesota tax changes.

The firm is busy and growing, offering the opportunity to help onboard new clients, stand out, and move into leadership. The close-knit, family-oriented team values a supportive office culture and strong relationships with clients and coworkers. The firm offers flexibility, including many summer afternoons and Fridays off, and hybrid flexibility during the first year for candidates relocating to the area.

Requirements

• At least 3 years of tax preparation experience.
• Strong experience preparing individual income tax returns.
• 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 high-quality 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, including returns for corporations, partnerships, and nonprofits, with training provided as needed.
• Review returns and supporting documents for accuracy and completeness.
• Gather information from clients and answer 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

• Bonus opportunity.
• Health insurance.
• 401(k).
• Summer flexibility, including afternoons and Fridays off.
• Training on business and specialty returns.
• Opportunity for growth and leadership.
• Hybrid flexibility in the first year for candidates relocating to the area.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed