Staff Member




Every job at TruPoint Accounting & Tax demands dedication to serving our customers. It’s vital that each TruPoint Accounting & Tax office lives up to our commitment to offer affordable rates, quality service and most pleasing experience. So we look for outstanding people we can train in the details that lead to our level of excellence.

If you’re hired, not only would you be a valued member of our team; you’d also be a company owner, through our profit-sharing plan.


Overview of Job Duties


The charts below list the typical duties and the minimum age requirement for staff member positions in our offices. When you find a position that interests you, don’t hesitate to apply in person at the Online Hiring Center (OHC) at your favorite TruPoint Accounting & Tax. For information on our employment process, go to How to Apply.


Staff Member Opportunities


Please apply if you have prior experience in one of the jobs listed below.

Please note: The US Department of Labor provides work regulations for teens.


Interest

Marketer

Typical Duties

  • Market to prospective clients indoors and outdoors; train associates; clean work area
  • Working under direct supervision using standardized routines; leading, guiding, and/or coordinating others; and operating within a defined budget.
  • Insight Analyst and Advertiser for social media.
  • Work with manager on research studies (surveys, questionnaires, etc.)
  • Answer phones and operate a switchboard.
  • Route calls to specific people.
  • Answer inquiries about company.
  • Greet visitors warmly and make sure they are comfortable.
  • Call prospective clients and register them in.
  • Arrange appointments.
  • Send email and faxes.
  • Prepare marketing materials.
  • Take and relay messages.
  • Update appointment calendars.
  • Schedule follow-up appointments.
Age Requirement

at least 14


Interest


Administrative Assistant

Typical Duties


  •   Maintains reception area materials (e.g. job applications, newsletters, event calendars, etc.) for the purpose of providing resource information to visitors.
  •   Working under direct supervision using standardized routines; leading, guiding, and/or coordinating others; and operating within a defined budget.   Utilization of some resources from other work units may be required to perform the job’s functions.
  •   Insight Analyst and Advertiser for social media.
  •   Work with manager on research studies (surveys, questionaires, etc.)
  •   Answer phones and operate a switchboard.
  •   Route calls to specific people.
  •   Answer inquiries about company.
  •   Greet visitors warmly and make sure they are comfortable.
  •   Call persons waiting for visitor and book them a room to meet in.
  •   Schedule meetings and conference rooms.
  •   Make coffee and set out food.
  •   Ensure reception area is tidy.
  •   Coordinate mail flow in and out of office.
  •   Coordinate office activities.
  •   Handle phone calls from people calling in sick.
  •   Gather personal and insurance information.
  •   Hand out employee applications.
  •   Arrange appointments.
  •   Cash out people when necessary.
  •   Validate parking tickets.
  •   Give visitors badges and direct them to where they can sign in.
  •   Issue parking passes.
  •   Send email and faxes.
  •   Collect and distribute parcels and other mail.
  •   Perform basic bookkeeping, filing, and clerical duties.
  •   Prepare travel vouchers.
  •   Take and relay messages.
  •   Update appointment calendars.
  •   Schedule follow-up appointments.
  •   Basic tax preparation

Age Requirement


at least 18


Tax Preparer

  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
  • Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.
  • Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • Calculate form preparation fees according to return complexity and processing time required.
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Basic accounting preparation

at least 18


Bookkeeper

  • Bookkeepers are responsible for clerical and administrative support to managers.
  • Some duties include typing, handling telephone calls and updating records.
  • Prepare financial statements and reports, including the profit and loss statement and balance sheet
  • Assist with budget preparations
  • Pay bills and maintain ledgers
  • Receive, approve, and/or decline client invoices
  • Keep track of client assets.
  • Assist accountants with tax return preparation.
  • Code payables for accounts payable clerks to input.
  • Make bank deposits and receipts of money.
  • Reconcile bank account and distribute money within departments
  • Assure expenditures are in accordance with code balances for item acquisition.
  • Conduct invoice activities and pay vendors for delivered materials.
  • Provide inventory support, including maintaining office materials and supplies.
  • Receive requests for materials and equipment and prepare purchase orders accordingly.
  • Transmit purchase orders directly to vendors for purchases.
  • Generate 1099’s and W-2’s.
  • Prepare appropriate schedules and reports as requested by clients and partners.
  • Other duties involve cleaning area and meeting with clients.
  • Applicants should have knowledge of Microsoft Office, QuickBooks and Adobe software.

at least 18


For information about our Internship Program, go to the Internship Program page.




For Every Step of the Way