Tax Administrative Assistant

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

Overview

The Tax Administrative Assistant provides essential administrative and operational support to the Tax Team, ensuring efficient processing of client documentation and delivery of tax services.

Location

Location: Lenexa, KS

Primary Duties & Responsibilities

• Process tax organizers and distribute them to clients via mail or electronic delivery through the client portal
• Organize and scan original client documents provided for tax return preparation
• Assist with compiling internal data needed for client tax returns
• Print and assemble tax returns for client delivery
• Track and process Form 8879 (IRS e-file Signature Authorizations)
• Maintain projects and data in project tracking software and CRM systems
• Assist clients with the tax portal and electronic signing as needed
• Manage incoming and outgoing client correspondence
• Provide administrative support to the Tax Team
• Offer overflow and backup support to other team members as needed

Qualifications & Requirements

• Strong attention to detail and accuracy
• Ability to manage multiple priorities and complete tasks efficiently and on time
• Comfortable working collaboratively with all levels of staff and management
• Ability to work full-time (40–50 hours per week); hours may vary during tax season based on workload
• Self-motivated and able to work independently
• Positive, professional attitude

Preferred Qualifications

• Minimum two years of experience in tax administration or a similar administrative role within a tax or accounting environment
• Associate degree or equivalent experience (Bachelor’s degree not required)
• Experience with Thomson Reuters tax products and SurePrep is helpful but not required

Benefits

• Medical, dental, vision, and life insurance
• Company-matched 401(k)
• Paid vacation and recognized market holidays

About Modern Wealth Management

Modern Wealth Management is a modernized financial advisory firm that uses a team-based approach to provide a full suite of responsive services to clients nationwide. Headquartered in Lenexa, KS, we also have offices in Lee’s Summit, MO; North Kansas City, MO; Troy, MI; Bingham Farms, MI; and Monterey, CA.

As a nationally registered investment advisory (RIA) firm, Modern Wealth reimagines the delivery of financial advice to meet the needs of Americans at every stage of life, offering services in financial planning, tax planning and preparation, personal banking, estate planning, and more.

Equal Employment Opportunity Statement

Modern Wealth Management is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.