Top 151 Tax associate Jobs in Kansas City Mo

Financial Planning Specialist II
Busey Bank —Kansas City, MO
- $64,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Special Assets Commercial Underwriter II
Busey Bank —Leawood, KS
- $80,000 - $110,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Mortgage Loan Services Manager
Busey Bank —Leawood, KS
- $75,000 - $115,000 a year
- Full-time
- 5 years
- Data analysis skills
- Office
- Profit sharing
- Wellness program
Quick Apply
Senior Internal Auditor - SOX
Busey Bank —Leawood, KS
- $68,000 - $94,000 a year
- Full-time
- CPA
- 5 years
- Office
- Profit sharing
- Wellness program
Quick Apply
6d
Commercial Loan Coordinator II - C&I
Busey Bank —Kansas City, MO
- $29 - $35 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
6d
Driver’s Pay & Accounts Payable Accountant
Team DriveAway, Inc. / Et al. —Olathe, KS
- $45,000 - $60,000 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Pass drug screening
- Health savings account
- Disability insurance
Quick Apply
9d
Commercial Underwriter II - CRE
Busey Bank —Leawood, KS
- $90,000 - $128,000 a year
- Full-time
- Sales
- Data analysis skills
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
8d
Relationship Banker II | Leawood KS
Busey Bank —Leawood, KS
- $22.25 - $26.00 an hour
- Full-time
- Military
- Basic math
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
Tax Analyst
Lockton, Inc. —Kansas City, MO
- Full-time
- CPA
- Research
- Mid-level
- Wellness program
- Paid parental leave
Tax Associate
H&R Block —Kansas City, MO
- Weekends as needed
- Office
- Finance
- High school diploma or GED
10d
Associate Accounting Professional, Kansas City (MO, US)
Swiss Re —Kansas City, MO
- $52,000 - $78,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
Senior Associate, Tax Controversy
Aprio —Overland Park, KS
- $70,000 - $133,500 a year
- Full-time
- Remote
- Mid-level
- Finance
- Analysis skills
- Profit sharing
- Wellness program
Tax Associate
GG Advisors —Leawood, KS
- Part-time
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Trust Associate
First National Bank of Omaha —Kansas City, MO
- $63,288 - $104,425 a year
- Email
- Microsoft Excel
- Writing skills
- Office
- Health savings account
- Disability insurance
8d
Trade Desk Associate
CBOE —Overland Park, KS
- $68,000 - $88,000 a year
- Weekends as needed
- Computer Science
- Office
- SQL
- Paid parental leave
- Employee stock purchase plan
Accounting Associate
Husqvarna —Olathe, KS
- Full-time
- ERP systems
- Office
- Finance
- Paid holidays
- Health insurance
Credit Analyst I
Landmark National Bank —Prairie Village, KS
- 8 hour shift
- Computer literacy
- Research
- Mid-level
Senior Tax Associate
Aprio —Overland Park, KS
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
- Profit sharing
- Wellness program
A/P ACCOUNTANT, Kansas City, MO
Nostrum Laboratories —Kansas City, MO
- Email
- Customer service
- Mid-level
- Office
Tax Associate
Modern Wealth Management —Lenexa, KS
- $65,000 - $80,000 a year
- Full-time
- CPA
- Mid-level
- 3 years
Quick Apply

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tax associate jobs near kansas city mo

Financial Planning Specialist II

Busey Bank -
Kansas City, MO

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Job Details

Full-time
$64,000 - $80,000 a year

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Spreadsheets
Bachelor's degree
Financial concepts
Smartsheet
Financial services
Productivity software

Full Job Description

Position Summary

The Financial Planning Specialist II has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client.

Duties & Responsibilities

Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client.
Keep current regarding tax law changes through research and participation in learning activities.
Obtain and maintain appropriate professional designations related to financial planning.
Execute the duties of a Financial Planning Specialist I
Works closely with Wealth Advisors to promote financial planning.

Education & Experience

Knowledge of:

Strong oral and written communication skills
Federal and state laws and regulations
Sophisticated software systems
Excellent time and project management skills
Ability to: Analyze and interpret numerical data
Prepare and present complex financial concepts
Analyze and solve problems based on a broad knowledge of many factors, where advanced and technical concepts must be applied
Maintain visual attention and mental concentration for extended periods of time
Perform duties and make decisions under frequent time pressures

Education and Training:

Requires Bachelor’s degree in Finance related field.
Requires knowledge of Microsoft Office and Smartsheet.
2 – 4 years’ experience in financial planning.
CFP ® required or prepared to sit for the exam within 6 months of hire.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $64,000 - $80,000/year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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Refine Your Search

tax associate jobs in kansas city mo

Financial Planning Specialist II

Special Assets Commercial Underwriter II

Mortgage Loan Services Manager

Senior Internal Auditor - SOX

Commercial Loan Coordinator II - C&I

Driver’s Pay & Accounts Payable Accountant

Commercial Underwriter II - CRE

Relationship Banker II | Leawood KS

Tax Analyst

Tax Associate

Associate Accounting Professional, Kansas City (MO, US)

Senior Associate, Tax Controversy

Tax Associate

Trust Associate

Trade Desk Associate

Accounting Associate

Credit Analyst I

Senior Tax Associate

A/P ACCOUNTANT, Kansas City, MO

Tax Associate

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