Seasonal Tax Reviewer

Trinity Financial Advisors, LLC
Sarah Hinman
541 N Fairbanks Court, Suite 1060 CHICAGO, IL 60611 Phone: 3122451300 Fax: 3122459009
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• Bachelor’s degree in accounting or finance required.

• PTIN required and CPA preferred.

• Must be current with tax laws and have recent experience in the field. 3+ years in individual tax preparation/review required.

• Proficiency in using Microsoft Excel, Word, and Outlook required. Lacerte tax software knowledge preferred.

• Organized and detail-oriented.

• Ability to communicate by phone and email.

• Enthusiasm, open-mindedness, and willingness to learn.


• Accurately and efficiently review tax return forms, schedules and tax returns, primarily individual.

• Follow-up on outstanding issues with in-office financial advisor contact or possibly, with clients directly.

• Keep on top of outstanding tax returns not yet finalized.

Contact: Sarah Hinman

Firm/Company: Trinity Financial Advisors, LLC

About the Company: Trinity Financial Advisors is a fee-only Financial Planning and Investment Management firm. We provide comprehensive wealth management services to guide our clients into their financial future. As part of this comprehensive service, we provide tax compliance services for a number of our clients.

Application Procedure: Email resume and cover letter to:

Website Address: