What are the responsibilities and job description for the Tax Administrative Assistant position at Modern Wealth Management?
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.
Salary : $45,000 - $50,000