Please scroll down, To apply

Tax Associate

hiring now

Barber Financial Group

2021-12-03 09:57:53

Job location Shawnee Mission, Kansas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Due to significant growth, Barber Financial Group is seeking a Tax Associate.

Barber Financial Group is a comprehensive wealth management firm and currently manages over $1 billion in client assets. The Tax Associate will join the BFG Tax Service team, a division of Barber Financial Group. The BFG Tax Service team is composed of energetic professionals dedicated to creating high-quality tax experiences for our clients. The team is expanding to meet the needs of our growing organization.

Key Responsibilities:

  • Work alongside financial advisors, insurance professionals, and estate planning attorneys to help clients align their financial goals with tax efficiency
  • Assist with the development of comprehensive tax plans for clients
  • Efficiently prepare individual, business, and fiduciary tax returns
  • Correspond with clients to obtain relevant tax information
  • Research tax issues

Our ideal candidate possesses the following traits:

● Driven tax professional with a passion for delivering high-quality service to clients

● Enjoy staying up to date with the latest tax law changes and have the ability to easily translate this knowledge into updated tax plans

● Excited to increase understanding of taxation surrounding portfolio investments, retirement accounts, estate planning, closely-held businesses, and charitable planning

● Ability to prioritize and manage multiple projects and deadlines simultaneously

● Desire to grow professionally and take on additional responsibilities as the company continues to expand

Our ideal candidate meets the following qualifications:

● Bachelor's Degree in Accounting, Business Administration, or Equivalent

● Active Certified Public Accountant or Enrolled Agent

● Minimum of 2 years of tax experience (or industry equivalent)

● Working knowledge of tax preparation software - UltraTax experience a plus

Benefits:

  • Competitive salary with potential for an annual bonus
  • Medical, Vision, Dental, and Life Insurance
  • Company-sponsored retirement plan with employer matching
  • Paid vacation, market holidays, and 3 p.m. close on Fridays
  • Professional licenses and memberships paid by Company
  • Company-paid professional development opportunities, including continuing education and other relevant training
  • Flexible work schedule with the ability for some remote work
  • No travel

Inform a friend!

Nearby jobs

Seasonal Tax Associate Shawnee Mission

Research Technician Manhattan

Senior Actuarial Associate Abbyville

Top