Job Posting for Tax Associate at Truepoint Wealth Counsel

Tax Associate Job Profile

The Tax Associate’s primary role is prepare tax returns and projections throughout the year. Working under the direct supervision of more senior tax professionals and advisors, the tax associate will also assist with tax research and special projects, ensuring outstanding client service and contributing to completing team and firmwide goals.

Core Responsibilities

Assist the Tax team to consistently deliver an efficient and superior client experience.
Develop competence in the use of all tax software and applications.
Interpret tax information to prepare federal, state, and local income tax returns and projections. Prepare other returns as needed including amended returns and simple trust and gift tax returns.
Continuously develop tax-related technical skills.
Perform and improve preparation processes.
Respond to tax notices and and research tax issues, work with tax authorities to resolve.
Use personal judgement to execute assigned projects, identify issues and deliver solutions to team members.
Contribute to the best practices and continuous improvement of the tax team by making recommendations to improve efficiency and the client experience.

Leadership, Culture & Core Values

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

Demonstrate Truepoint’s Core Values:

We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.

Requirements

Strong academic track record, including the achievement of a bachelor’s or advanced degree.
Strong computational and analytical skills, with a high attention to detail.
A positive mindset with the initiative and drive to exceed expectations.
Ability to coordinate across teams and manage internal processes.
Self-motivated to work both collaboratively and autonomously.
Demonstrate initiative to grow both personally and professionally as our industry and firm change.

Physical & Environmental Requirements:

Prolonged periods of working on a computer and occasional periods sitting.
May have to lift up to 15 pounds.
Minimal travel required. Frequent attendance at internal meetings required.
Occasional attendance at meeting with outside partners.
Travel outside the region may be required for business and/or professional development.

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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Salary.com Estimation for Tax Associate in Cincinnati, OH

$73,054 - $91,850

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Tax Associate

Job Posting for Tax Associate at Truepoint Wealth Counsel

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