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!