Senior Accountant/CPA Job
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Employer: Independent Consultant
SpiderID: 14070465
Location: Overland Park, Kansas
Posted: 9/24/2025
Wage: $150,000
Priority Review Date: 12/23/2025
Job Code / NOC / SOC:
Category: Accounting/Bookkeeping
Job Description:
Key Responsibilities
Tax Preparation & Advisory
• Prepare and review individual tax returns for clients with $500K+ in AUM.
• Ensure compliance, accuracy, and timely filing.
• Stay current on tax law changes and provide strategic planning advice.
Practice Development
• Lead the transition of tax services from third-party providers to in-house.
• Collaborate with leadership to integrate tax services into marketing, billing, compliance, and operations.
• Build scalable processes for long-term growth of the in-house CPA practice.
Client Engagement
• Serve as a trusted advisor to high-value clients.
• Provide proactive tax planning in alignment with clients’ broader financial strategies.
Collaboration with Leadership
• Partner with the COO to align tax services with business strategy.
• Support cross-functional initiatives to strengthen client experience.
Team Development & Culture
• Contribute to a collaborative, performance-driven, family-first workplace culture.
• Mentor team members and provide internal tax guidance.
Tax Preparation & Advisory
• Prepare and review individual tax returns for clients with $500K+ in AUM.
• Ensure compliance, accuracy, and timely filing.
• Stay current on tax law changes and provide strategic planning advice.
Practice Development
• Lead the transition of tax services from third-party providers to in-house.
• Collaborate with leadership to integrate tax services into marketing, billing, compliance, and operations.
• Build scalable processes for long-term growth of the in-house CPA practice.
Client Engagement
• Serve as a trusted advisor to high-value clients.
• Provide proactive tax planning in alignment with clients’ broader financial strategies.
Collaboration with Leadership
• Partner with the COO to align tax services with business strategy.
• Support cross-functional initiatives to strengthen client experience.
Team Development & Culture
• Contribute to a collaborative, performance-driven, family-first workplace culture.
• Mentor team members and provide internal tax guidance.
Job Requirements:
Qualifications
• Active CPA license with significant experience in tax preparation and planning.
• Expertise working with high-net-worth individuals and families.
• Deep understanding of tax regulations and compliance.
• Strong client relationship management and communication skills.
• Proven ability to design and implement efficient workflows.
• Strategic thinker with innovation and results orientation.
• Active CPA license with significant experience in tax preparation and planning.
• Expertise working with high-net-worth individuals and families.
• Deep understanding of tax regulations and compliance.
• Strong client relationship management and communication skills.
• Proven ability to design and implement efficient workflows.
• Strategic thinker with innovation and results orientation.
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Experience: 5
Education: CPA
Travel: None
Vacation: More Than 3 weeks / year
Job Benefits:
Health/Dental Benefits, Retirement Benefits, Stock or Stock Options, Paid Holidays, Vacations, and Sick Leave
Contact Information:
| Contact Name: Sandi Bellack | Type: Recruiter |
| Company: Independent Consultant |