Tax Accountant

Tax Accountant (3 years or more experience)

Due to continued company growth, Tru North Tax is expanding our team! We are seeking a skilled and passionate Tax Advisor who thrives on delivering exceptional client service and making a meaningful impact. In this role, you’ll collaborate with financial advisors in a supportive, team-oriented culture where your expertise will directly shape clients' financial success.

If you’re detail-oriented, committed to driving tax efficiency, and eager to contribute to a firm that values integrity, collaboration, and client success, we want to hear from you. Join us and take your career to new heights in a firm that’s growing and focused on making a real difference!

Tru North Tax is dedicated to educating and guiding clients to improve their understanding of taxes and achieve true tax efficiency. We believe that taxes should be predictable and that tax planning is an integral part of completing each return. By collaborating closely with clients and their financial advisors, Tru North Tax delivers comprehensive tax strategies that empower clients to take control of their financial future.

Services include personal and small business tax returns, tax planning, bookkeeping, payroll, sales and use tax filings.

• Provide high-level tax planning and compliance services with an unwavering commitment to client satisfaction and trust.
• Work closely with financial advisors and other professionals to design holistic, personalized solutions for clients’ Tax situations.
• Foster deep, long-term client relationships through regular, personalized communication and transparent processes.
• Uphold best practices in all client interactions, ensuring ethical, fair, and clear guidance on tax matters.

• Prepare and review individual, business, and trust tax returns in compliance with all regulations.
• Advise clients on strategic tax planning and collaborate with in-house and partner with financial advisors to deliver integrated tax solutions.
• Maintain high standards of client communication, providing timely and accurate updates, educational guidance, and responsive service.
• Proactively identify tax-saving opportunities tailored to each client’s unique situation.
• Support clients and other team members during audits, reviews, and throughout the tax year.
• Utilize Drake, Quick Books, and Tax Dome; with training available for candidates with experience in similar tax software.

• Minimum of 3 years of professional experience in tax advisory, preparation, or related roles.
• Excellent interpersonal and communication skills, with a passion for team-driven results and outstanding client service.
• Familiarity with federal, state, and local tax laws, including tax codes, regulations, and changes.
• Ability to assist clients in tax planning to optimize financial strategies and reduce tax liabilities.
• Explaining tax issues and strategies in clear terms that clients can understand.
• Ability to work collaboratively with financial advisors and thrive in a client-focused environment.
• Strong time management skills with the ability to prioritize tasks effectively and meet deadlines, while maintaining a high level of attention to detail and accuracy.
• Excellent organizational abilities to maintain structure, streamline processes, and ensure efficient handling of multiple tasks simultaneously.
• Adherence to the highest ethical standards, including confidentiality and honesty.

• Experience a supportive team environment dedicated to professional development and work-life balance.
• Play a pivotal role in a client-centric firm where innovative client service and integrated advice set us apart.
• Growth opportunities as we expand, with clear pathways for career advancement.
• Competitive compensation based on experience and qualifications, benefits, ongoing training, and flexible work-life balance.

Salary 75, annually

If you’re passionate about advising clients, enjoy working as part of a dynamic team, and are eager to work with financial advisors to provide comprehensive solutions, we invite you to apply!