Tax Associate
Modern Wealth Management - Lenexa, KS
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The Tax Associate will play a key role in supporting various tax-related activities, including tax preparation, tax planning, IRS notice responses, and software initiatives.Primary Duties: Perform tax preparation tasks, including gathering client information, preparing tax returns, and ensuring compliance with relevant tax laws and regulations.Develop tax plans and strategies to help clients minimize tax liabilities and achieve their financial goals.Prepare responses to IRS notices and inquiries, ensuring timely and accurate resolution of tax-related issues.Collaborate with managers on various tax projects, contributing insights and recommendations to enhance client outcomes.Champion software initiatives such as SurePrep and Liscio, leveraging technology to streamline tax preparation processes and improve efficiency.Attend meetings to gain valuable insights and knowledge, serving as a note-taker and providing follow-up support as needed.Mentor and develop intern staff, providing guidance and support to enhance their skills and capabilities.Serve as a liaison with regional schools to establish internship programs and recruit top talent to join our team.Requirements: Accounting/Finance degree3-5 years of relevant experience preparing taxes for individuals and businessesKey BenefitsGenerous continuing education support100% company paid employee only premiums for Health, Dental & Vision Coverage4% Company 401k match, 100% vested
Created: 2024-11-11