Tax Review Analyst - Precision & Compliance

Modern Wealth Management; Lenexa (KS); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Modern Wealth Management in Lenexa, Kansas seeks a Tax Associate to ensure accuracy, compliance, and timely delivery of tax returns for individuals, businesses, and entities. You will review completed returns, identify discrepancies, and provide constructive feedback to preparers while maintaining strong client relationships.

The ideal candidate has 3–5 years of tax experience, strong knowledge of federal, state, and local regulations, and a proven ability to improve accuracy and efficiency in

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of experience in tax preparation or review.
• Familiarity with federal, state, and local tax regs.
• Experience reviewing individual and business returns preferred.

Responsabilités

• Review tax returns for individuals and businesses to ensure accuracy and compliance.
• Identify errors and potential savings opportunities, providing feedback to preparers.
• Ensure all documentation is complete and properly supported before filing.
• Address IRS notices and inquiries with timely, accurate responses.
• Collaborate with preparers to improve quality and efficiency of tax engagements.
• Communicate complex tax information clearly to clients when needed.
• Provide guidance on tax software and processes to improve accuracy.

Connaissances

Tax knowledge

Attention to detail

Communication

CPA/EA pursuit

Formation

Bachelor's degree in Accounting/Finance

Outils

QuickBooks

Tax software

Description du poste

Modern Wealth Management in Lenexa, Kansas seeks a Tax Associate to ensure accuracy, compliance, and timely delivery of tax returns for individuals, businesses, and entities. You will review completed returns, identify discrepancies, and provide constructive feedback to preparers while maintaining strong client relationships.

The ideal candidate has 3–5 years of tax experience, strong knowledge of federal, state, and local regulations, and a proven ability to improve accuracy and efficiency in