Tax Advisor

Job Description

Job Description

Build meaningful client relationships. Do tax work that matters.

TruNorth Tax is growing, and we are looking for an experienced Senior Tax Advisor who wants more than seasonal return production. This is an opportunity to build trusted, long-term relationships with individuals and business owners; deliver clear, practical tax advice; and help clients make better decisions throughout the year.

At TruNorth Tax, we believe great tax work combines technical accuracy with communication, accountability, and genuine care for people. Our clients need a professional who can do excellent work, explain it clearly, follow through, and identify opportunities before tax season becomes a crisis.

If you are an EA, CPA, or experienced signing preparer who enjoys both complex tax work and direct client relationships, we would like to meet you.

The opportunity

As a Senior Tax Advisor, you will manage a recurring portfolio of individual and business tax clients. You will lead client conversations; coordinate with advisors and internal staff; and identify tax-planning opportunities that create real value.

This is a hands-on senior individual-contributor position. You will have meaningful client responsibility and a voice in improving processes.

What you will do

• Complete federal and state tax returns for individuals and businesses.
• Manage a recurring client portfolio with strong organization, timely follow-through, and high-quality service.
• Lead client conversations from initial document collection through return delivery, including missing-information follow-up, estimated-tax discussions, balance-due conversations, and proactive planning.
• Work with individual clients, business owners, partnerships, S corporations, C corporations, trusts, estates, and multi-state issues as applicable to your experience and client portfolio.
• Identify and communicate planning opportunities involving estimated payments, retirement contributions, business deductions, entity structure, owner compensation, fringe benefits, charitable giving, and other appropriate strategies.
• Work collaboratively with financial advisors, bookkeepers, payroll providers, attorneys, tax preparers, administrative staff, and firm leadership.
• Maintain clear client notes, workflow status, supporting documentation, and next steps in the firm’s systems.
• Research technical issues, document conclusions, and use sound judgment about when to escalate complex matters.
• Help improve the client experience, workflow, documentation, and tax-planning process as the firm continues to grow.
• Share knowledge and support teammates when appropriate, without formal people-management responsibilities.

Required

• At least three years of recent experience as a signing tax-return preparer , with primary responsibility for return accuracy.
• Active PTIN and eligibility to sign returns as a paid preparer.
• Experience independently preparing and reviewing federal and state individual income-tax returns.
• Experience with business tax work, including Schedule C businesses and one or more of partnerships, S corporations, C corporations, trusts, estates, or related state filings.
• Experience communicating directly with clients about tax results, missing information, estimated taxes, balances due, deadlines, and next steps.
• Strong judgment, attention to detail, organization, client-service skills, and follow-through.

Preferred

• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential.
• Experience with business-owner planning, year-round advisory work, owner 1040s, retirement planning, charitable planning, entity structure, and estimated-tax strategy.
• Experience working with financial advisors or other professional advisors.
• Experience with tax software, document portals, workflow tools, CRM systems, QuickBooks, and tax research platforms.

What TruNorth offers

• A client-centered role where you can make a visible difference for business owners, individuals, and families.
• A collaborative team environment that values communication, quality, accountability, and practical ideas.
• The opportunity to grow advisory and planning work—not just prepare returns.
• A defined client portfolio and clear expectations, with workload adjusted for complexity and demonstrated capacity.
• No formal employee-management requirement.
• Professional development support, including approved CPE, EA/CPA renewal, professional memberships, and technical training.
• A full-time, primarily in-office role in Plymouth, Minnesota, with a team-oriented environment and client access.

Compensation and benefits

Base salary: $75,000–$110,000 annually, depending on credentials, signing-preparer experience, technical complexity, client-portfolio responsibility, planning capability, and demonstrated judgment.

Annual performance bonus: Eligible for an annual performance bonus based on measurable performance, including technical quality, client retention, timely delivery, client service, advisory contribution, teamwork, and collected revenue.

Benefits: Eligible for TruNorth Tax’s standard benefits package, subject to plan documents and eligibility requirements. Benefits may include:

·        401(k) plan and employer matching contribution

·        Paid time off and paid holidays

·        Approved CPE, EA/CPA renewal, professional memberships, and training

·        Tax research, technology, workflow, and software training

Work schedule and location

This is a full-time, in-office position based in Plymouth, Minnesota. The role requires reliable availability during tax season and flexibility to meet client and filing deadlines. Limited remote-work flexibility may be considered based on performance, client needs, and firm policy.