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

Job Description

At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. 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 office.

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 Us

What we give you in return:

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
• Easy access to mental health benefits to meet our team members and their families where they are
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years
• Paid parental leave to support all team members with birth, adoption, and foster
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more

About Cetera Financial Group:

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.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

Cetera Financial Group is 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 decisions at the Cetera Financial Group, 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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