Tax Administrative Assistant — Precision in Returns & Client Support

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

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.