Tax Associate

Modern Wealth Management

Tax Associate role critical for ensuring accuracy and compliance in tax returns. Involves reviewing returns, identifying discrepancies, and maintaining strong client relationships.

Posted 6/4/2026full-timeMooresville • Kansas • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Review tax returns for individuals, businesses, and other entities to ensure accuracy, completeness, and compliance with federal, state, and local tax regulations
Identify errors, inconsistencies, and potential tax savings opportunities, providing detailed feedback to preparers
Ensure all required documentation is complete and properly supported prior to filing
Review and assist with responses to IRS notices and inquiries, ensuring timely and accurate resolution
Collaborate with tax preparers and team members to improve overall quality and efficiency of tax engagements
Maintain strong client relationships by communicating complex tax information clearly and professionally when needed
Provide guidance on tax software and processes to improve accuracy and efficiency

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
3–5 years of experience in tax preparation and/or tax review
Strong knowledge of federal, state, and local tax regulations
Experience reviewing individual and business tax returns preferred
Familiarity with tax preparation software and accounting systems (e.g., QuickBooks)
Excellent analytical, organizational, and problem-solving skills
Strong communication skills with the ability to provide clear, constructive feedback
Detail-oriented with the ability to manage multiple priorities and deadlines

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Modern Wealth Management Website LinkedIn All Job Openings 51 - 200 employees Founded 1996 💸 Finance 🤝 B2B 💰 $200M Private Equity Round - Modern Wealth Management on 2023-04 Finance
Insurance
B2B Modern Wealth Management is a Kansas City-based wealth and financial planning firm that provides comprehensive financial planning, investment management, tax, estate planning, insurance, and retirement plan services for individuals, families, public safety personnel, and employers. The firm offers third-party administration and fiduciary consulting for company retirement plans, partners with advisors through shared resources and concierge matching, and emphasizes collaborative teams of CFP® professionals, CPAs, and estate and insurance specialists alongside educational content and media (podcasts, articles) to support clients’ long-term financial goals. Tax Associate 🔥 1 hour ago 🏢🏡 Mooresville – Hybrid 💵 $65k - $80k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💰 Tax Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Review tax returns for individuals, businesses, and other entities to ensure accuracy, completeness, and compliance with federal, state, and local tax regulations
Identify errors, inconsistencies, and potential tax savings opportunities, providing detailed feedback to preparers
Ensure all required documentation is complete and properly supported prior to filing
Review and assist with responses to IRS notices and inquiries, ensuring timely and accurate resolution
Collaborate with tax preparers and team members to improve overall quality and efficiency of tax engagements
Maintain strong client relationships by communicating complex tax information clearly and professionally when needed
Provide guidance on tax software and processes to improve accuracy and efficiency 🎯 Requirements
Bachelor’s degree in Accounting, Finance, or a related field
3–5 years of experience in tax preparation and/or tax review
Strong knowledge of federal, state, and local tax regulations
Experience reviewing individual and business tax returns preferred
Familiarity with tax preparation software and accounting systems (e.g., QuickBooks)
Excellent analytical, organizational, and problem-solving skills
Strong communication skills with the ability to provide clear, constructive feedback
Detail-oriented with the ability to manage multiple priorities and deadlines Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

tax preparationtax reviewfederal tax regulationsstate tax regulationslocal tax regulationsanalytical skillsproblem-solving skillsorganizational skillsdetail-oriented

Soft Skills

communication skillsconstructive feedbackclient relationship managementcollaborationtime management

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance