Tax Administrative Assistant

Modern Wealth Management, LLC; Lenexa (KS); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Company-matched 401(k)

Paid vacation and recognized market holidays

Job summary

Modern Wealth Management, LLC in Lenexa, KS is seeking a meticulous Tax Administrative Assistant to provide essential administrative support to the Tax Team. This role involves processing tax organizers, organizing client documents, and maintaining project data.

The ideal candidate has at least two years of experience in tax administration, possesses strong attention to detail, and is able to collaborate effectively with the team. The position offers medical, dental, and vision insurance, along with a 401(k) plan.

Qualifications

• Minimum two years of experience in tax administration or a similar role.
• Ability to work full-time (40–50 hours per week) with fluctuating hours during tax season.
• Communicates clearly and professionally with clients and colleagues.

Responsibilities

• Process tax organizers and distribute them to clients.
• Organize and scan client documents for tax return preparation.
• Assist with compiling internal data for client tax returns.
• Maintain data in project tracking software and CRM systems.

Skills

Strong attention to detail

Ability to manage multiple priorities

Comfortable working collaboratively

Self-motivated

Positive, professional attitude

Education

Associate degree or equivalent experience

Tools

Thomson Reuters tax products

SurePrep

Job description

Tax Administrative Assistant

Full Time Lenexa, KS, US

Salary Range: $45,000.00 To $50,000.00 Annually

Position Overview

Do you take pride in producing accurate, detailed, and organized work? Are you a proactive multi-tasker who communicates clearly and professionally? If so, this role may be an excellent fit for you.

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.

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

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.