Senior Tax & Wealth Advisory Specialist

AdamsBrown, LLC; Great Bend (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work environment

Competitive pay structure

Comprehensive benefit package

Job summary

A leading financial services firm in Great Bend, Kansas is seeking a Tax Professional to prepare and review tax returns and develop into a multi-disciplinary professional in wealth management. Requirements include a Master’s degree in Accounting or Finance and a licensed CPA or in progress, along with 3-5 years of relevant experience. The role involves advising clients on tax services and maintaining confidentiality with excellent organizational skills. A flexible work environment and comprehensive benefits are offered.

Qualifications

• Licensed CPA or actively working toward CPA certification.
• 3-5 years in a relevant position or equivalent combination of education and experience.

Responsibilities

• Advise clients on tax services and compliance.
• Prepare tax returns and conduct tax research.
• Review mid-level complexity tax returns.

Skills

Tax compliance

Financial analysis

Client service

Communication

Confidentiality

Organizational skills

Education

Master’s degree in Accounting or Finance

Bachelor’s degree with 150-hour requirement

Tools

Tax preparation software

Accounting software

Job description

A leading financial services firm in Great Bend, Kansas is seeking a Tax Professional to prepare and review tax returns and develop into a multi-disciplinary professional in wealth management. Requirements include a Master’s degree in Accounting or Finance and a licensed CPA or in progress, along with 3-5 years of relevant experience. The role involves advising clients on tax services and maintaining confidentiality with excellent organizational skills. A flexible work environment and comprehensive benefits are offered.