Tax Assistant

2 weeks ago


Lenexa, Kansas, United States Modern Wealth Management Full time
Job Summary

We are seeking a highly organized and detail-oriented Tax Assistant to join our team at Modern Wealth Management. As a Tax Assistant, you will play a critical role in supporting our tax services department by performing a variety of clerical tasks, project tracking, calendar management, and data entry activities.

Key Responsibilities
  • Perform a range of clerical tasks, including scanning, billing, revenue collection, and documentation to support tax preparation and filing processes.
  • Assemble tax returns and supporting documentation in accordance with established procedures and deadlines.
  • Filter and manage incoming documents, emails, and correspondence related to tax matters.
  • Run weekly reports to track project progress and communicate updates to relevant staff members.
  • Assist managers and the director in managing their calendars, scheduling appointments, and coordinating upcoming events and meetings.
  • Enter client information and financial data into the tax preparation software accurately and efficiently.
  • Collect and organize client information and documents required for tax preparation and planning purposes.
  • Collaborate with tax advisors to ensure all necessary information is obtained and documented for each client.
  • Manage and prioritize emails for the director, including responding to routine inquiries and flagging important messages for attention.
Requirements
  • General business or accounting degree.
  • Previous work experience preferred, with additional emphasis on CPA firm experience.
Benefits
  • Generous continuing education support.
  • 100% company-paid employee-only premiums for Health, Dental & Vision Coverage.
  • 4% Company 401k match, 100% vested.
FLSA Status

Non-Exempt


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