TAX ASSOCIATE

Join to apply for the TAX ASSOCIATE role at Modern Wealth Management

This range is provided by Modern Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$65,000.00/yr - $80,000.00/yr

Job Title: Tax Associate

Location: Lenexa, KS / Mooresville, IN
Department / Team: Tax
Reports To: Managing Director

Job Overview: The Tax Associate supports a variety of tax-related activities, including tax preparation, responding to IRS notices, and providing software support such as Quick Books. This role requires attention to detail, strong organizational skills, and the ability to deliver accurate and timely results while maintaining positive client relationships.

Key Performance Indicators (KPIs):

• Tax Preparation Accuracy
• Tax Preparation Efficiency:
  Target of 210 returns per year
• Turnaround Time:
  Based on complexity score

Core Responsibilities /

Key Duties:

• Perform tax preparation tasks, including gathering client information, preparing tax returns, and ensuring compliance with relevant tax laws and regulations.
• Prepare tax returns for individuals, businesses, and other entities with accuracy and compliance in mind.
• Draft and submit responses to IRS notices and inquiries, ensuring timely and accurate resolution of tax-related issues.
• Maintain strong client relationships by serving as a primary point of contact and presenting tax-related information as needed.
• Provide Quick Books support and guidance to clients as needed.

Growth Targets / Professional Development:

• Actively pursue CPA or EA designation.
• Demonstrate consistent efficiency in tax preparation.
• Achieve minimal review comments on prepared returns.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–3 years of tax preparation experience.
• Familiarity with Quick Books and other tax preparation software.
• Strong knowledge of federal, state, and local tax regulations.
• Excellent communication and client relationship skills.
• Detail-oriented with the ability to manage multiple priorities.

Equal Employment Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.

• Entry level

• Full-time

• Accounting/Auditing and Finance