What are the responsibilities and job description for the Tax Advisor position at MOKAN WEALTH MANAGEMENT?
Are you a CPA or EA looking for more variety and balance leading to a higher quality of life? Consider joining the MOKAN Wealth team! Flexible work schedule!
We are looking for a resourceful, energetic team player to join our team as a the lead Tax Advisor. The ideal candidate will have a minimum of five years of personal income tax preparation and planning experience and is a CPA or Enrolled Agent.
Company Description
MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees in Overland Park, KS. We adhere to the 6 MOKAN Wealth Standards of being fiduciary, tax-focused, fee-only, comprehensive, custom, and boutique. Our personalized approach considers taxes, order of withdrawals, and investments to tailor advice to individual goals.
Role Description
This is a full-time on-site role for a Tax Advisor at MOKAN Wealth Management in Overland Park, KS. The Tax Advisor will be responsible for tax planning, compliance, preparation, audits, and staying updated on tax laws to provide customized guidance to clients.
Qualifications
- Tax Planning and Tax Compliance skills
- Tax Preparation
- Financial Planning assistance on tax strategy
- Knowledge of Tax Law
- Experience in financial planning or wealth management
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Attention to detail and accuracy in work
- Relevant certification such as CPA or Enrolled Agent is a plus
