Tax Preparer Associate- Seasonal

About Truepoint Wealth Counsel

As a Seasonal Tax Preparer , you’ll provide personalized tax preparation services to our high-net-worth clients and their families. This role works closely with other tax team members to ensure all client tax filings are completed on time and in compliance with current tax laws and regulations, with a strong attention to detail, and a commitment to providing high-quality work in a fast-paced, client-focused environment.

Core Responsibilities

• Prepare federal, state, and local individual income tax returns
• Collaborate with wealth advisors, tax managers, and client service associates to gather necessary financial data and documentation
• Learn and develop competence in the use of all tax software and applications specific to tax workflow, including CCH Axcess, PDFlyer, Excel, Airtable, SurePrep, and TaxCaddy for return preparation
• Assist with electronic filing and respond to client inquiries as needed
• Protect sensitive client information and uphold the firm’s confidentiality standards

Work Schedule

Leadership, Culture & Core Values

We are a team of good people who put forth relentless effort to serve others

Demonstrate Truepoint’s Core Values :

Requirements

Physical & Environmental Requirements :

This position description in no manner neither states nor implies a contract of employment.  Job duties and responsibilities may be added, changed or deleted at managements’ discretion at any time.  This written description does not limit the duties and responsibilities by the assigned incumbent.

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