Senior Tax & Wealth Planner - Private Asset Solutions

Adams Brown; Great Bend (KS); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Substantial paid-time-off

Comprehensive benefit package

Flexible work environment

Job summary

A leading accounting firm in Great Bend is seeking a Senior Staff member for their Tax team. Responsibilities include preparing and reviewing tax returns, advising clients on tax services, and conducting tax research. The ideal candidate should have a Master's degree in Accounting or Finance, or a Bachelor's with the CPA qualification. This role offers a flexible work environment with competitive pay and comprehensive benefits.

Qualifications

• 3-5 years in a relevant position or equivalent combination of education and experience.
• Individual, partnership, S corporation and trust return experience, familiarity with gift and estate a plus.

Responsibilities

• Advise clients on tax services, compliance, retirement planning and wealth transfer.
• Prepare tax returns and conduct tax research to develop strategies and opportunities for clients.
• Maintain accurate time and expense records to ensure proper billing of clients.

Skills

Client service orientation

Excellent organizational skills

Effectively communicate orally and in writing

Aptitude to learn and use multiple software applications

Education

Master’s degree in Accounting or Finance or Bachelor's with 150-hour requirement

Licensed CPA or actively working toward CPA certification

Job description

A leading accounting firm in Great Bend is seeking a Senior Staff member for their Tax team. Responsibilities include preparing and reviewing tax returns, advising clients on tax services, and conducting tax research. The ideal candidate should have a Master's degree in Accounting or Finance, or a Bachelor's with the CPA qualification. This role offers a flexible work environment with competitive pay and comprehensive benefits.