Seasonal Tax Reviewer
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.
• 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.