Tax Manager
Come join an established tax practice that has a fantastic growing client base and a great culture. If you are a strong individual tax preparer and like the hands-on work but would also like to add value at the review level and can help develop our tax staff, this could be the place for you.
If you have extensive experience working on basic and complex 1040s, we would love to talk to you. The practice also has a significant amount of trust and estate tax work. If you have any experience, or simply the willingness to learn, with 1041s, that is a bonus.
The owner of this practice describes work at the firm like this: “ We have a flexible schedule, comfortable atmosphere, and are very family-oriented” “We feel great about our work because we are taking the burden off of our clients to have to deal with something that they think is really scary and they love us for it.”
Unique Benefits of the Firm:
- Outside of tax season flexible schedule. Office hours from May through January are 9:00 am to 3:30 pm Monday through Thursday and 9 am to noon on Friday.
- The office is closed the week of Thanksgiving and the week of Christmas
- The office is closed for the two weeks after April 15th
- Lunch brought in for the team every Friday during the busy season
- Build a winning culture with team-building events and community service projects several times during the year
Responsibilities and opportunity to excel in the following areas:
- Preparation of complex 1040s and responsible for review of less complex returns prepared by tax staff
- Coach and develop staff members that are in the early stages of their career
- Handle tax notices on clients’ behalf and communicate with the IRS and/or states as needed
- Take calls from prospective clients and assist in the onboarding process
- Work with clients on tax planning strategies including but not limited to tax projects, Roth conversions, and major tax law changes. And the ability to do tax research when needed
- Build relationships with assigned clients. The firm works to have the same person work on a client’s return every year to help build understanding and trust of a client’s particular circumstances
Knowledge, Education, and Skills Needed to be Successful:
- BS in accounting or a related degree is required. A Master’s in Accounting and CPA License is preferred
- At least 5 years of experience preparing 1040s and experience preparing returns for a variety of states. Strong Kansas and Missouri state tax experience is preferred
- Experience with complex K-1s
- Experience with professional-level tax preparation software – Lacerte experience is a plus
- Team player with strong verbal and written communication skills
- Ability to identify tax-saving opportunities
- This is a full-time position that is onsite at the Overland Park, Kansas office. Technology is available to perform some work from home as needed
Our Client provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
For more information on this opportunity, please call Greg Baugh at 913-948-9791 or email at gbaugh@gsbsearch.com
