Senior Tax & Wealth Planning Lead

AdamsBrown, LLC; Kansas; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible work environment

Comprehensive benefit package

Competitive pay structure

Job summary

A financial services firm in Kansas is seeking a dedicated tax professional to prepare and review income tax returns and develop client strategies in wealth management. The ideal candidate will have a Master’s degree in Accounting or Finance, CPA licensure or progress towards certification, and 3-5 years of related experience. This role offers a flexible work environment, substantial paid-time-off, and a commitment to professional growth.

Qualifications

• 3-5 years in a relevant position or equivalent combination of education and experience.
• Experience with individual, partnership, S corporation, and trust returns.

Responsibilities

• Advise clients on tax services, compliance, retirement planning and wealth transfer.
• Prepare tax returns and conduct tax research for client strategies.
• Review mid-level complexity individual, trust, partnership, and corporate tax returns.
• Engage in tax planning and client consulting.
• Maintain accurate time and expense records.

Skills

Tax services advising

Client service orientation

Excellent organizational skills

Effective communication

Confidentiality maintenance

Knowledge of accounting principles

Education

Master’s degree in Accounting or Finance

Licensed CPA or working toward CPA certification

Job description

A financial services firm in Kansas is seeking a dedicated tax professional to prepare and review income tax returns and develop client strategies in wealth management. The ideal candidate will have a Master’s degree in Accounting or Finance, CPA licensure or progress towards certification, and 3-5 years of related experience. This role offers a flexible work environment, substantial paid-time-off, and a commitment to professional growth.