Careers
Welcome to #TeamTruepoint, where you’ll discover a team of lifelong learners, listeners, and advocate, all committed to offering peace of mind and possibility to every person we touch. If these ideals speak to you (and you also consider yourself to be a passionate, team-oriented self-starter), then you may be a good fit for the Truepoint Team!
Our Core Values
We are a team of good people who
put forth relentless effort to serve others.
- We are dependable and accountable to one another
- Embrace collaboration
- Get on the bus
- Proactively step-up and pitch-in
- Actively help our teammates grow and succeed
- Humble
- Genuine
- Compassionate
- Open-minded
- Positive and fun to be around
- Can-do spirit
- Take initiative
- Challenge status quo
- Go above and beyond
- Continually improve
- Listen first
- Build relationships
- Anticipate the needs of others
- Take ownership and resolve issues
- Strive to exceed expectations
career job
We love what we do and the difference we can make in our clients’ lives. Since day one, our focus has been on creating the best client experience in the industry by attracting professionals who are more focused on the client’s financial outcome than their own. The more people we help, the more satisfaction and fulfillment we feel.
Ask any team member what they value most about Truepoint and they’ll say “the people.” Working at Truepoint, you’ll know you’re part of something meaningful – a true team of good people who put forth relentless effort to serve others.
Ready to take the first step?
Apply Here!
Senior Tax Associate
Total Openings: 1
Job ID: 129
Job Profile
The Senior Tax Associate will be responsible for leading simple to moderately complex tax compliance and planning relationships. This will include review of tax returns and tax projections, as well as communication with clients. The Senior Tax Associate will also be responsible for tax compliance preparation and tax planning support for more complex tax relationships. The Senior Tax Associate will contribute to the training and development of less experienced associate team members and share responsibilities for the completion of firmwide and team goals.
Core Responsibilities
- Assist the Tax team to consistently deliver an efficient and superior client experience with a satisfaction-mean rating of 9.5 or better
- Interpret client tax information to successfully prepare tax returns and projections for more complex client relationships; ensuring accuracy with a high level of attention to detail while deepening technical skills
- Conduct final review of tax filings for clients and resolve issues with clients and the IRS and state/local taxing authorities
- Work cohesively with wealth advisors and specialist teams to seamlessly deliver integrated financial guidance, expert tax planning and compliance services to individuals and families
- Contribute to the tax planning and preparation processes and training of new associates, accordingly, including the explanation and interpretation of tax law
- Display the competence, autonomy, and strategic perspective necessary to earn the confidence of team members
- Proactively leverage resources and use independent judgment when problem-solving. Investigate and research more complex tax-related issues and concerns while preparing or reviewing tax filings or in completing special projects
- Contribute to the best practices and continuous improvement of the tax team by making recommendations to improve efficiency and the client experience
- Performs other related duties to benefit the mission of the firm
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
- 3 years tax experience required, including the achievement of a bachelor’s or advanced degree
- A CPA designation is required
- A technical understanding of individual income tax planning strategies and compliance
- Strong computational and analytical skills, with a high attention to detail
- A positive, client-centric 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 changes
We’d love to stay in touch.
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