Senior Tax & Wealth Planning Specialist

Adams Brown; McPherson (KS); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible work environment

Substantial paid-time-off

Comprehensive benefit package

Job summary

A leading tax services firm in Kansas is seeking a Senior Staff - Tax professional. Responsibilities include preparing and reviewing income tax returns, client advising, and maintaining strong client relationships. The ideal candidate holds a Master’s degree in Accounting or Finance, has CPA certification or is working towards it, and possesses strong client service skills. The firm offers a flexible work environment with competitive pay and substantial benefits.

Qualifications

• 3-5 years in a relevant position or equivalent combination of education and experience.
• Licensed CPA or actively working toward CPA certification.
• Ability to maintain confidentiality of firm and client information.

Responsibilities

• Advise clients on tax services and compliance.
• Prepare tax returns and conduct research for strategies.
• Review individual, trust, partnership, and corporate tax returns.

Skills

Client service oriented

Excellent organizational skills

Effective communication skills

Education

Master’s degree in Accounting or Finance or qualifying bachelor's degree

Tools

Tax software

Accounting software

Job description

A leading tax services firm in Kansas is seeking a Senior Staff - Tax professional. Responsibilities include preparing and reviewing income tax returns, client advising, and maintaining strong client relationships. The ideal candidate holds a Master’s degree in Accounting or Finance, has CPA certification or is working towards it, and possesses strong client service skills. The firm offers a flexible work environment with competitive pay and substantial benefits.