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
