Current jobs related to Tax Advisor, TRPG - Leawood - Cetera Financial Group

Job Description

At TRPG, an affiliate of Cetera Financial Group, Inc., through which employment and related benefits for this position are offered, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless Retirement Planning Group (affiliate of Cetera Financial Group) is currently searching for a Sr. Tax Advisor. As an experienced Tax Advisor, you know how to work with individual, corporate, and S-Corp clients. You collect, organize, and interpret information with ease and understand the impact of your work. This position will be located based out of our Leawood, KS, St. Louis, MO, or Denver, CO locations.

What you will do:

• Work with the client directly to prepare both personal and business tax returns, prepare projections, and calculate tax estimates
• Provide timely and high-quality client service in response to client inquiries
• Work with advisors regarding different client situations and prepare analysis on tax outcomes of transactions
• Communicate with business owners regarding owner payroll and provide insight on how much would be required for their business
• Meet with clients on an annual/semi-annual basis to discuss changing business needs
• Willing to work with high-net worth clients
• Follow up with clients regarding changes in the tax laws and regulations
• Respond to IRS and state notices as needed on the client behalf

What you need to have:

• 3-5 years of experience in taxes
• Experience in preparing S-Corp, C-Corp, Partnership, and Individual returns a must
• BA/BS degree in accounting or equivalent experience
• CPA or EA preferred
• Skill in utilizing CCH tax software a plus

Compensation:

The base annual salary range for this role is $80,000 to $115,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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About Cetera Financial Group and TRPG:

The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2 billion in assets under management as of 05/15/2024, we are one of the fastest growing companies in the Kansas City area. We help clients and their families navigate every financial decision they face throughout their lives, providing comprehensive financial planning and tax services along with education and guidance on Medicare, Social Security, long-term care insurance, travel and more. The Retirement Planning Group is a wholly owned subsidiary of Cetera Holdings, employment and benefits are therefore offered through Cetera Financial Group, an affiliate of Cetera Holdings.

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

The Retirement Planning Group and Cetera Financial Group are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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