Tax Specialist

TruNorth Advisors, LLC; United States; On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Health, dental, vision, and life insur

401(k) with employer matching

Job summary

TruNorth Advisors, LLC is seeking a Tax Specialist to lead client tax filings and deliver integrated tax and wealth management solutions. You will partner with financial advisors to guide retirement-focused strategies and deliver proactive planning in a client-first environment.

The ideal candidate brings 2+ years of tax experience, active CPA/EA credentials, and strong communication skills to explain complex tax matters in plain language. A collaborative, growth-minded firm culture awaits.

Qualifications

• Active CPA license (SC/NC or reciprocal) or IRS Enrolled Agent (EA) designation — preferred but not required.
• Minimum 2 years of tax preparation and planning experience.
• Strong expertise in individual tax planning, including retirement-related issues (RMDs, Roth conversions, Social Security taxation, IRMAA surcharges).
• Solid knowledge of business entity taxation (S-Corps, partnerships, LLCs).
• Proficiency in professional tax software (Drake, UltraTax, Lacerte, or similar).
• Exceptional interpersonal and communication skills — ability to explain complex tax matters to clients in plain language.
• Highly organized, detail-oriented, and able to manage multiple priorities and deadlines with ease.
• Articulate, pleasant, dependable, and committed to maintaining an exceptional work culture.

Responsibilities

• Establishing quality standards and a client-first culture with tax filings.
• Oversee and review complex individual (Form 1040), business (1120, 1120-S, 1065), trust, and estate tax returns.
• Develop and implement proactive, personalized tax planning strategies — with particular expertise serving pre-retirees and retirees.
• Serve as a trusted advisor to clients, providing clear guidance on the tax implications of investments, income, distributions, estate planning, and major life events.
• Partner closely with financial advisors to create cohesive, integrated wealth and tax strategies.
• Onboard, and train others as the tax team grows.
• Maintain exceptional client relationships by being responsive, approachable, and proactive — consistently delivering that "wow" client experience.
• Ensure all work-product meets the firm's standards for accuracy, timeliness, and professionalism.
• Assist with onboarding new tax clients and identifying opportunities to expand services to existing financial planning clients.

Skills

Client communication

Tax knowledge

Interpersonal skills

Detail-oriented

Team collaboration

Education

CPA or EA license

Tools

Drake

UltraTax

Lacerte

Job description

Are you a caring and energetic individual with exceptional attention to detail who loves customer service and creating a \"wow\" factor for every client you serve? Do you enjoy interacting with people and bring a great sense of humor to the workplace? Would you thrive working for a growing, prestigious financial advisory firm in a fun, team-oriented environment?

At our firm, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. As a Tax Specialist, you will be more than a numbers expert — you will be a trusted advisor to our clients and a key resource for the entire team! We desire an experienced, patient, organized, and efficient professional who is willing to exceed expectations at every level and is driven to develop strong working relationships with our growing team.

Our ideal candidate is articulate, pleasant, dependable, and desires an exceptional work culture. You must have a strong capacity to handle a variety of responsibilities, including working with our clients who are in or near retirement — helping them navigate tax strategies that protect what they have worked a lifetime to build.

About Our Firm

TruNorth Advisors is a premier financial advisory firm headquartered in Greenville, South Carolina. We are dedicated to delivering comprehensive wealth management, financial planning, and tax solutions to individuals, families, and business owners across South Carolina, North Carolina and beyond. Our team is passionate about serving clients at every stage of their financial journey — with a special focus on those approaching and living in retirement.

As our firm continues to grow, we are excited to find the leader of our tax division.

Position Overview

The Tax Specialist will lead the filings for our clients — from directly speaking with our clients, to seeing the returns actually getting filed - this role is a key piece in the client experience journey. This individual will work hand-in-hand with our financial advisors to deliver seamlessly integrated tax and wealth management solutions. The right candidate is not only technically sharp but is genuinely people-focused, bringing warmth and professionalism to every client interaction.

Key Responsibilities

• Establishing quality standards and a client-first culture with tax filings
• Oversee and review complex individual (Form 1040), business (1120, 1120-S, 1065), trust, and estate tax returns
• Develop and implement proactive, personalized tax planning strategies — with particular expertise serving pre-retirees and retirees
• Serve as a trusted advisor to clients, providing clear guidance on the tax implications of investments, income, distributions, estate planning, and major life events
• Partner closely with financial advisors to create cohesive, integrated wealth and tax strategies
• Onboard, and train others as the tax team grows
• Maintain exceptional client relationships by being responsive, approachable, and proactive — consistently delivering that \"wow\" client experience
• Ensure all work-product meets the firm's standards for accuracy, timeliness, and professionalism
• Assist with onboarding new tax clients and identifying opportunities to expand services to existing financial planning clients

Ideal Qualifications

• Active CPA license (South Carolina and North Carolina or reciprocal) or current IRS Enrolled Agent (EA) designation — would be preferred but not required
• Minimum 2 years of tax preparation and planning experience
• Strong expertise in individual tax planning, including retirement-related issues (RMDs, Roth conversions, Social Security taxation, IRMAA surcharges)
• Solid knowledge of business entity taxation (S-Corps, partnerships, LLCs)
• Proficiency in professional tax software (Drake, UltraTax, Lacerte, or similar)
• Exceptional interpersonal and communication skills — ability to explain complex tax matters to clients in plain, approachable language
• Highly organized, detail-oriented, and able to manage multiple priorities and deadlines with ease
• Articulate, pleasant, dependable, and committed to maintaining an exceptional work culture

Preferred Qualifications

• Experience working within a financial advisory, wealth management, or financial planning firm
• Familiarity with estate and trust taxation, charitable giving strategies, and business succession planning
• Experience representing clients in IRS audits or appeals
• Background working with high-net-worth individuals, retirees, and small business owners

Why Join Our Team?

• Competitive base salary of $65,000–$85,000+ depending on experience and credentials
• Incentive compensation tied to division growth
• Comprehensive benefits package including health, dental, vision, and life insurance
• 401(k) with employer matching contribution
• Generous paid time off plus paid holidays (5+Weeks)
• A fun, close-knit office culture where your contributions are seen, valued, and celebrated
• Opportunity to build and lead a division from the ground up with full leadership support
• Ongoing professional development, CE support, and licensing fee reimbursement
• A stable, growing firm with a loyal client base and an exciting future