Senior Tax Associate

Overview

A professional services firm located in Leawood, Kansas, is seeking experienced tax professionals to join their advisory team. The firm provides tax, accounting, part-time CFO, and business formation services to businesses and individuals. Recently partnered with a private equity-backed platform to support growth and innovation, the firm offers access to advanced technology, training, and shared resources.

Responsibilities

• Prepare and review federal and state tax filings including 1040, 1041, Partnerships, LLC, and S-Corp returns for business owners and individuals.
• Manage client relationships by proactively reviewing tax information, addressing open items, and ensuring a seamless client experience.
• Identify and communicate tax issues to managers and senior staff.
• Collaborate with internal teams to review clients’ comparative financials.
• Lead client engagements confidently, maintaining high-quality service and strengthening relationships.

Required Qualifications

• Minimum of 3 years of experience in federal and state tax compliance.
• Ability to independently manage client needs.
• Proficiency in Microsoft Office and QuickBooks.
• Experience with tax preparation and accounting software.
• Strong communication skills.

Preferred Qualifications

• Active CPA license or in the process of obtaining one.
• Proficiency with 1040, 1041, Partnerships, LLC, and S-Corp tax returns.
• Experience with CCH Axcess software.

Candidate Profile

The ideal candidate is a perceptive team player who thrives in a collaborative environment, combining strong analytical skills with excellent communication. They are motivated, detail-oriented, and demonstrate critical thinking and high standards. A proactive professional committed to delivering outstanding service while embracing curiosity and innovation.

Compensation & Benefits

• Unlimited paid time off.
• Medical, dental, vision, and voluntary insurance options.
• 401(k) matching.
• Performance bonuses.
• Flexible schedule, including 4-day work weeks during the off-season (April 16 - December 31).
• Parental leave.
• Employee assistance program.
• Commitment to professional development.
• Eligibility for equity program at Senior Manager level and for top-performing Managers.

Location

Leawood, Kansas (Kansas City area)

Candidates interested in applying should submit their resume/CV and relevant information through the application process. This role offers the opportunity to engage directly with clients, work on complex tax matters early in the career, and learn alongside experienced directors and partners.