Top 7 Tax assistant Jobs in Lenexa, Ks

Tax Administrative Assistant
Modern Wealth Management —Lenexa, KS
- $45,000 - $50,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Paid holidays
- Health insurance
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Accounting & Tax Assistant
INDRA AIR TRAFFIC INC —Overland Park, KS
- Full-time
- Spanish
- Mid-level
- Finance
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Assistant Controller
R-G Federal Credit Union —Raymore, MO
- $60,000 a year
- Full-time
- Mid-level
- Office
- GAAP
- Health insurance
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Automotive Office Manager
Oakes Kia of Olathe —Olathe, KS
- $55,000 - $65,000 a year
- Full-time
- Background check
- Google Workspace
- Clean driving record
- Paid holidays
- Tuition reimbursement
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3h

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tax assistant jobs near lenexa, ks

Tax Administrative Assistant

Modern Wealth Management -
Lenexa, KS

Quick Apply

Job Details

Full-time
$45,000 - $50,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k) matching

Qualifications

Correspondence management
E-filing platforms
Filing
Client file management
Scanning
Mid-level
Printing
Administrative experience
Client database systems
Data management
Task prioritization
Mail management
Financial data management
Project management software
Tax preparation software
Mail processing
CRM system proficiency
Associate's degree
2 years
Office record organization

Full Job Description

Tax Administrative Assistant

Location: Lenexa, KS

Position Overview

Do you take pride in producing accurate, detailed, and organized work? Are you a proactive multi-tasker who communicates clearly and professionally? If so, this role may be an excellent fit for you.

The Tax Administrative Assistant provides essential administrative and operational support to the Tax Team, ensuring efficient processing of client documentation and delivery of tax services.

Primary Duties & Responsibilities

Process tax organizers and distribute them to clients via mail or electronic delivery through the client portal
Organize and scan original client documents provided for tax return preparation
Assist with compiling internal data needed for client tax returns
Print and assemble tax returns for client delivery
Track and process Form 8879 (IRS e-file Signature Authorizations)
Maintain projects and data in project tracking software and CRM systems
Assist clients with the tax portal and electronic signing as needed
Manage incoming and outgoing client correspondence
Provide administrative support to the Tax Team
Offer overflow and backup support to other team members as needed

Qualifications & Requirements

Strong attention to detail and accuracy
Ability to manage multiple priorities and complete tasks efficiently and on time
Comfortable working collaboratively with all levels of staff and management
Ability to work full-time (40–50 hours per week); hours may vary during tax season based on workload
Self-motivated and able to work independently
Positive, professional attitude

Preferred Qualifications

Minimum two years of experience in tax administration or a similar administrative role within a tax or accounting environment
Associate degree or equivalent experience (Bachelor’s degree not required)
Experience with Thomson Reuters tax products and SurePrep is helpful but not required

Benefits

Medical, dental, vision, and life insurance
Company-matched 401(k)
Paid vacation and recognized market holidays

About Modern Wealth Management

Modern Wealth Management is a modernized financial advisory firm that uses a team-based approach to provide a full suite of responsive services to clients nationwide. Headquartered in Lenexa, KS, we also have offices in Lee’s Summit, MO; North Kansas City, MO; Troy, MI; Bingham Farms, MI; and Monterey, CA.

As a nationally registered investment advisory (RIA) firm, Modern Wealth reimagines the delivery of financial advice to meet the needs of Americans at every stage of life, offering services in financial planning, tax planning and preparation, personal banking, estate planning, and more.

Equal Employment Opportunity Statement

Modern Wealth Management is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

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Position Overview

Primary Duties & Responsibilities

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Preferred Qualifications

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About Modern Wealth Management

Equal Employment Opportunity Statement

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