Manager, Tax Planning & Preparation (Kansas City)

Frontier is a registered investment advisory firm that offers a comprehensive range of financial services and advice to high net-worth clients throughout the United States. The Tax Planning & Preparation Manager will support the firm by preparing tax returns for high-net-worth clients. This role will also support our Senior Wealth Advisors and clients by offering knowledge and expertise to solve complex tax planning situations.

Responsibilities/Roles:

  • Practice Frontier’s Core Values
  • Commitment to continual learning and personal development
  • Prepare and review individual, corporate, trust, gift and estate, and partnership returns
  • Strong supervisory and organizational skills
  • Support Senior Wealth Advisors with complex tax planning strategy in efforts to maintain and enhance our proactive, high-touch client service experience


Qualifications/Requirements:

  • Bachelor’s degree
  • Certified Public Accountant with 5 years of relevant experience in individual, gift and estate, and trust taxation
  • Excellent communication skills
  • Client-facing experience
  • Ability to think and execute at both a detailed and high-level
  • Team player, results driven, “get-it-done” attitude


Bonus Qualifications/Skills:

  • Big 4 or Large regional/national firm experience
  • Master’s in Taxation
  • Partnership and S-Corporation experience
  • Lacerte software experience
  • Quickbooks experience


Employment Details:

  • Full-time salaried position, with opportunity to earn annual bonus
  • Upward career mobility
  • Medical, vision, dental and life insurance
  • Unlimited paid time off and company 401(k) plan offered
  • Collaborative office environment
  • Increased work hours during “tax season” and some light travel may be expected

Apply Today!