Tax Associate

3 months ago


Lenexa, United States Modern Wealth Management Full time

The Tax Associate will play a key role in supporting various tax-related activities, including tax preparation, tax planning, IRS notice responses, and software initiatives.


Primary Duties:

  • Perform tax preparation tasks, including gathering client information, preparing tax returns, and ensuring compliance with relevant tax laws and regulations.
  • Develop tax plans and strategies to help clients minimize tax liabilities and achieve their financial goals.
  • Prepare responses to IRS notices and inquiries, ensuring timely and accurate resolution of tax-related issues.
  • Collaborate with managers on various tax projects, contributing insights and recommendations to enhance client outcomes.
  • Champion software initiatives such as SurePrep and Liscio, leveraging technology to streamline tax preparation processes and improve efficiency.
  • Attend meetings to gain valuable insights and knowledge, serving as a note-taker and providing follow-up support as needed.
  • Mentor and develop intern staff, providing guidance and support to enhance their skills and capabilities.
  • Serve as a liaison with regional schools to establish internship programs and recruit top talent to join our team.



Requirements:

  • Accounting/Finance degree
  • 3-5 years of relevant experience preparing taxes for individuals and businesses


Key Benefits

  • Generous continuing education support
  • 100% company paid employee only premiums for Health, Dental & Vision Coverage
  • 4% Company 401k match, 100% vested



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