Certified Public Accountant

Mid-American Wealth; Kansas City (MO); On-site; USD 70,000 - 80,000; Full time

Job summary

Mid-American Wealth Advisory Group is seeking an experienced CPA to support tax planning initiatives, provide tax expertise to advisors and clients, and serve as a trusted resource for complex tax-related matters. The role blends technical depth with a client-focused mindset and collaboration with financial advisors to help clients make informed financial decisions.

This position offers a base salary of $70,000-$80,000 with the potential for up to $30,000 in bonuses, and opportunities to

Qualifications

• Active CPA license in good standing.
• Strong knowledge of individual and business taxation.
• Excellent analytical, communication, and organizational skills.
• Ability to explain complex tax concepts in a client-friendly manner.

Responsibilities

• Provide tax planning guidance and support for advisors and clients.
• Review individual, trust, business, and retirement-related tax considerations.
• Identify tax-saving opportunities and planning strategies.
• Assist advisors in evaluating the tax implications of financial recommendations.
• Stay current on federal and state tax laws and regulatory changes.
• Support year-end tax planning initiatives.
• Collaborate with advisors regarding retirement income and distribution strategies.
• Assist with tax education and training for internal teams.
• Maintain accurate documentation and records.
• Participate in client meetings when appropriate.

Skills

CPA license

Tax knowledge

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree in Accounting, Finance, or related field

Job description

Mid-American Wealth Advisory Group is seeking an experienced Certified Public Accountant (CPA) to support tax planning initiatives, provide tax expertise to advisors and clients, and serve as a trusted resource for complex tax-related matters. The ideal candidate combines strong technical knowledge with a client-focused mindset and can collaborate effectively with financial advisors to help clients make informed financial decisions.

Base Salary: $70,000-$80,000 plus up to an additional $30,000 annually in bonuses

Key Responsibilities

• Provide tax planning guidance and support for advisors and clients.
• Review individual, trust, business, and retirement-related tax considerations.
• Identify tax-saving opportunities and planning strategies.
• Assist advisors in evaluating the tax implications of financial recommendations.
• Stay current on federal and state tax laws and regulatory changes.
• Support year-end tax planning initiatives.
• Collaborate with advisors regarding retirement income and distribution strategies.
• Assist with tax education and training for internal teams.
• Maintain accurate documentation and records.
• Participate in client meetings when appropriate.

Required Qualifications

• Active CPA license in good standing.
• Bachelor's degree in Accounting, Finance, or related field.
• 3+ years of public accounting, tax planning, wealth management, or related experience.
• Strong knowledge of individual and business taxation.
• Excellent analytical, communication, and organizational skills.
• Ability to explain complex tax concepts in a client-friendly manner.

Preferred Experience

• Experience working with high-net-worth individuals.
• Experience supporting financial advisors or wealth management firms.
• Knowledge of retirement planning, IRAs, RMDs, and estate planning concepts.
• Experience reviewing tax returns for planning opportunities.
• Familiarity with financial planning and investment-related tax strategies.

Success Factors

• Detail-oriented and highly accurate.
• Collaborative and team-focused.
• Professional, ethical, and trustworthy.
• Ability to communicate clearly with both clients and advisors.