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Senior Tax Consultant

2 months ago

Lenexa, Kansas, United States Jobot Full time
We prioritize your personal well-being alongside your professional journey; our commitment to a balanced work/life environment is reflected in the resources, remuneration, and benefits we offer to enhance your quality of life.

This position is hosted by Jobot.

About Us:

We focus on strategically planning your financial future:

Our expertise leads to significant advantages in tax savings, investment strategies, and income management through effective allocation of your current and prospective assets and income streams. Our approach enables clients to substantially increase their retirement income while minimizing portfolio risks.

We are a team of financial professionals dedicated to providing tailored financial solutions that align with our clients' lifestyles.

Why Choose Us?
  • Attractive Compensation Package
  • 401K with Matching Contributions
  • Comprehensive Benefits in the Industry
  • Work-Life Integration
  • Generous Paid Time Off
  • Supportive Work Culture


Position Overview

Qualifications:
  • Proficient in handling Individuals, Corporations, S-Corporations, and Partnerships
  • 3 to 5 years of experience in Tax Preparation
  • Familiarity with Quickbooks is advantageous
  • CPA designation is preferred (EA will be considered)
  • Experience in Public Accounting
  • Skilled in Microsoft Word, Excel, and Outlook
  • Strong communication skills with clients and team members

Key Responsibilities:
  • Collaborate with clients to identify necessary records, statements, and schedules for tax return preparation
  • Accurately input and finalize tax forms using our specialized tax software
  • Review tax returns prepared by others
  • Discuss tax returns with clients
  • Address client inquiries and concerns
  • Provide tax planning and savings strategies for clients
  • Work alongside financial advisors to deliver comprehensive solutions to client challenges
  • Oversee monthly bookkeeping activities


We invite you to explore this opportunity further.