Senior Tax Accountant

Tax Accountant/Enrolled Agent

Martin Tax & Financial Services ("MTFS") is a family owned professional services firm located in Lee's Summit, Missouri. For over thirty years, we have assisted individuals and small businesses with income tax preparation and planning, as well as providing wealth management and retirement planning services. We are a relationship- based firm that values honesty, integrity and professionalism. The relationships we have with our clients and with our employees are our top priority.

We are looking for experienced tax professionals to join our team. If you have at least five (5) seasons of paid tax preparation experience, let's talk We are a flexible employer and are open to customizing a mutually beneficial working relationship.

Job Summary

As a full-time, year round Income Tax Preparer with Martin Tax & Financial Services, your primary responsibilities will include preparing personal income tax returns, providing tax advice, and offering tax planning services, while building and deepening relationships with our clients. During tax season, your work will primarily be focused on tax preparation, but during the rest of the year, your duties would expand to include assisting clients with tax issues and administrative work. We offer a supportive and collaborative environment to help you develop your knowledge and skills as well as opportunities to further your education. This is a full time, year-round position; however, part-time and seasonal positions may be available as well.

Tax Accountant Role and Responsibilities

• Conduct face to face tax interviews with clients in person and some virtually.
• Gathering and accurately entering customer information into our industry-leading tax preparation software.
• Complete federal and state tax returns accurately and ensure timely e-filing.
• Advise clients throughout the tax preparation process by sharing results and discussing future tax planning needs.
• Offer tax planning advice to clients.
• Review letters and notices from taxing authorities associated with client tax returns, advise clients and assist clients in resolving any issues.
• Ensure safekeeping and confidentiality of client records.
• Maintain the strength of our client relationships by providing services in a highly professional manner and by treating all clients equally and fairly.
• Generate business growth and assist in promoting our other services.
• Attend to the needs of clients to inspire them to refer our services and come back year after year.

Tax Accountant Desired Skills and Characteristics

• Knowledge of current tax laws and concepts with at least five (5) years of experience preparing tax returns for a fee.
• Experience offering tax planning and advice for a fee.
• Strong understanding of and adherence to confidentiality requirements to protect client and company proprietary information.
• Excellent customer service skills and a commitment to servicing clients with integrity and professionalism.
• Ability to communicate with co-workers, clients and business contacts in a courteous and professional manner both verbally and in writing.
• Excellent organizational skills and a deadline-driven mindset.
• Ability to work well with others and collaborate in a fast-paced, high-stress environment, as well as the ability to work well independently.
• Aptitude to learn and effectively use multiple software applications.
• Experience working with data management systems (CRM).
• Ability to apply critical thinking and reasoning to all areas of tax preparation.
• Ability to research tax topics and seek assistance when necessary.
• Embrace curiosity and innovation.
• Willingness to collaborate with co-workers on various tax matters and to mentor and support teammates.

Tax Accountant Qualifications and Education Requirements

• Minimum of five (5) years of experience in income tax preparation at a CPA firm or tax preparation company, preparing individual income tax returns required.
• Have an active PTIN or be eligible for PTIN activation.
• High School diploma or higher required.
• Bachelor's degree in accounting or related field preferred.
• Experience preparing 1120, 1120S, 1064, 1041 and 990 returns required.
• CPA or Enrolled Agent certification preferred.
• Securities industry experience a plus.
• Must be willing to submit to a background check.

Benefits of Working for Our Company

• Work-Life Balance. We value the work-life balance and offer flexible scheduling during tax season to assist employees in maintaining the balance.
• Paid continuing education and assistance with advancing your education.
• Paid time off for full-time, year-round employees.
• Retirement plan available for full-time, year-round employees.
• Health insurance available for full-time, year-round employees.
• Access to a private, professional office or conference room for meeting with clients.
• Collaborative and supportive work environment.
• Opportunities for growth within our company.

Martin Tax & Financial Services is committed to diversity and inclusion and is proud to be an equal opportunity employer. We provide equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

Job Type: Full-time

Pay: $50, $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Education:

• Bachelor's (Preferred)

Experience:

• Tax accounting: 5 years (Required)

License/Certification:

• PTIN (Required)
• Enrolled Agent (Preferred)

Ability to Commute:

• Lees Summit, MO Required)

Work Location: In person