Tax Preparer and Tax Strategist

Thorlackson Tax & Consulting

Tax Preparer and Tax Strategist

Duluth, MN
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Competitive salary

    Health insurance

    Profit sharing

    Training & development

    Tuition assistance

    About the Role:

    Join Thorlackson Tax & Consulting as a Tax Preparer and Tax Strategist, where you will play a vital role in helping our clients navigate the complexities of tax season. We are looking for passionate individuals to provide expert tax preparation and strategic planning services in a supportive and collaborative environment.

    Responsibilities:

    Prepare and file federal and state tax returns for individuals and businesses.

    Conduct thorough tax research to identify potential deductions and credits.

    Provide strategic tax planning advice to optimize clients' financial situations.

    Review financial statements and documentation for accuracy and compliance.

    Maintain up-to-date knowledge of tax laws and regulations.

    Assist clients with tax-related inquiries and provide exceptional customer service.

    Collaborate with team members to streamline processes and improve efficiency.

    Prepare and present tax-related reports and recommendations to clients.

    Requirements:

    Bachelor’s degree in Accounting, Finance, or a related field preferred.

    Minimum of 2 years of experience in tax preparation and strategy.

    Current CPA or EA license is a plus.

    Strong knowledge of tax software and Microsoft Office Suite.

    Excellent analytical and problem-solving skills.

    Ability to communicate complex tax concepts in simple terms.

    Detail-oriented with a commitment to accuracy and compliance.

    Strong interpersonal skills and a client-focused attitude.

    About Us:

    Thorlackson Tax & Consulting has been serving the Duluth, MN community for over a decade, providing personalized tax solutions and consulting services. Our clients love our dedication to their financial success, while our employees appreciate our supportive culture and opportunities for professional growth.