Tax Associate

Overview

This role supports federal and state tax planning and compliance for businesses, their owners, and individuals. The organization is looking for tax professionals who want to grow in a collaborative environment with direct client interaction and opportunities to work on more complex matters earlier in their careers.

Responsibilities

• Prepare tax filings, including:
  • Form 1040
  • Form 1041
  • Partnerships
  • LLCs
  • S-Corps
  • Support business owner corporate and individual needs
• Review and document tax information provided by clients and address open items as needed
• Identify and communicate tax matters to Managers, Senior Managers, or the broader team
• Contribute to a team-driven environment and collaborate effectively with team members
• Begin acquiring skills to develop quality client relationships

Required Qualifications

• Bachelor’s degree in accounting, finance, or related field
• 0–2 years of experience in federal and state tax compliance
• Proficiency with Microsoft Office
• Familiarity with tax preparation and/or accounting software
• Strong communication skills

Preferred Qualifications

• Exposure to Form 1040, Form 1041, and Partnership/LLC/S-Corp returns
• Exposure to:
  • Thomson Reuters Ultra Tax
  • Fixed Assets CS
  • Workpapers CS
  • RIA Checkpoint
  • QuickBooks

Compensation & Benefits

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• Flexible schedule, including 4-day work weeks during off season (closed on Fridays)
• Parental leave
• Employee Assistance Program
• Commitment to professional development

Location

Leawood, Kansas (Kansas City area)