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Adams Brown · 3 months ago

Senior Staff - Tax - Private Asset Solutions

McPherson, KS

Full-time

Hybrid

Senior Level, Lead/Staff

3+ years exp

Adams Brown specializes in serving clients across various industries, offering a range of tax and financial services. The Senior Staff in Tax - Private Asset Solutions will be responsible for preparing and reviewing tax returns, advising clients on tax services, and developing into a multi-disciplinary professional in wealth management.

Accounting

Responsibilities

Advise clients on tax services, compliance, retirement planning and wealth transfer

Prepares tax returns and conducts tax research to develop strategies and planning opportunities for clients

Reviewing mid-level complexity individual, trust, partnership and corporate tax returns

Tax planning and client consulting

Maintains accurate time and expense records to ensure proper billing of clients

Complies with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, and the firm

Enhances the firm image by demonstrating 'executive presence'. This means instilling confidence in those you meet by manner, spoken and written word and professional appearance

Works closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development

Maintains strong client service relationships and cross-sell services as appropriate

Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures

Demonstrates technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skills

Increasingly builds knowledge base on the firm’s industry lines and service offerings

Promotes the ideas, values, mission, and vision of the firm and supports the one-firm concept

Proactively seeks knowledge, new tasks, and responsibilities

Performs other duties as assigned

Qualification

CPA certificationTax return preparationTax planningAccounting principlesClient serviceSoftware proficiencyCommunication skillsOrganizational skillsTeam collaborationConfidentiality

Required

Master's degree in Accounting or Finance, or bachelor's degree with the 150-hour requirement to sit for the CPA exam

Licensed CPA or actively working toward CPA certification

3-5 years in relevant position or equivalent combination of education and experience

Preferred

Individual, partnership, S corporation and trust return experience familiarity with or experience with gift and estate a plus

Ability to maintain confidentiality of firm and client information

Effectively communicate through oral and written means

Client service oriented

Commitment to the profession and the firm

Aptitude to learn and effectively use multiple software applications

Ability to apply principles of accounting to analyze and prepare financial information

Excellent organizational skills

Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients

Ability to work well with others

Benefits

Substantial paid-time-off

Comprehensive benefit package

Competitive pay structure

Company

Adams Brown

Adams Brown, LLC, a leading CPA and advisory firm, has delivered value-added accounting and advisory services to businesses and their owners since 1945.

Founded in 1945

Wichita, Kansas, US

201-500 employees