Tax Admin Specialist — Data & Client Services

Modern Wealth Management; Lenexa (KS); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Medical, dental, vision, and life insurance

Company-matched 401(k)

Paid vacation and recognized market holidays

Job summary

Modern Wealth Management is seeking a Tax Administrative Assistant in Lenexa, KS. This role involves essential administrative support to the Tax Team, including processing tax organizers and managing client documents. Candidates must have strong attention to detail, experience in tax administration, and the ability to work collaboratively.

Benefits include medical, dental, vision insurance, and a company-matched 401(k). The position is full-time, with hours varying during tax season based on workload.

Qualifications

• Minimum two years of experience in tax administration or similar role.
• Ability to work full-time (40–50 hours per week).
• Comfortable working collaboratively with all levels of staff.

Responsibilities

• Process tax organizers and distribute them to clients.
• Organize and scan original client documents.
• Assist with compiling internal data for tax returns.
• Print and assemble tax returns for clients.
• Track and process Form 8879.
• Provide administrative support to the Tax Team.

Skills

Attention to detail

Ability to manage multiple priorities

Collaborative work

Self-motivated

Professional attitude

Education

Associate degree or equivalent experience

Tools

Thomson Reuters tax products

SurePrep

Job description

Modern Wealth Management is seeking a Tax Administrative Assistant in Lenexa, KS. This role involves essential administrative support to the Tax Team, including processing tax organizers and managing client documents. Candidates must have strong attention to detail, experience in tax administration, and the ability to work collaboratively.

Benefits include medical, dental, vision insurance, and a company-matched 401(k). The position is full-time, with hours varying during tax season based on workload.