Tax Compliance & Review Associate

Modern Wealth Management, LLC; Lenexa (KS); On-site; USD 65,000 - 80,000; Full time

Job summary

Modern Wealth Management, LLC in Lenexa, KS, seeks a Tax Associate to ensure the accuracy and compliance of tax returns. Responsibilities include reviewing completed returns and providing feedback to preparers while building strong client relationships.

The ideal candidate will have a Bachelor's degree in Accounting or Finance, 3-5 years of tax experience, and strong communication skills. This full-time role offers a salary range of $65,000 to $80,000 annually.

Qualifications

• 3-5 years of experience in tax preparation and/or tax review.
• Strong knowledge of federal, state, and local tax regulations.
• Experience reviewing individual and business tax returns preferred.

Responsibilities

• Review tax returns for accuracy and compliance with regulations.
• Identify errors and potential tax savings opportunities.
• Ensure all required documentation is complete prior to filing.

Skills

Detail-oriented

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

QuickBooks

Job description

Modern Wealth Management, LLC in Lenexa, KS, seeks a Tax Associate to ensure the accuracy and compliance of tax returns. Responsibilities include reviewing completed returns and providing feedback to preparers while building strong client relationships.

The ideal candidate will have a Bachelor's degree in Accounting or Finance, 3-5 years of tax experience, and strong communication skills. This full-time role offers a salary range of $65,000 to $80,000 annually.