Salary Resume Critique Job Openings

Tax Associate

The Retirement Planning Group
Leawood, KS Full Time
POSTED ON 12/3/2023

The Retirement Planning Group is an SEC-registered investment advisory firm helping clients nationwide with offices in Leawood, KS, St. Louis, MO, Springfield, MO and Denver, CO. With over 1,500 households and over $1.4 billion* in assets under management, we are one of the fastest-growing companies in the Kansas City area. This growth can be attributed to our focus on being the easiest firm to work with on planet Earth and our goal to help clients create the financial well-being and confidence to live their best life. We do this by standing side-by-side with our clients and navigating the financial decisions they face throughout their lives, by providing comprehensive financial planning as well as tax and accounting services along with client education and guidance on Medicare, Social Security, long-term care insurance, travel, and more.

*As of 04/30/2023

Overview:

The Tax Associate will prepare client tax returns and provide reporting and information gathering for client tax projections.

Responsibilities:

  • Work with the tax advisor to prepare both personal and business tax returns
  • Prepare tax projections, and calculate tax estimates
  • Work closely with internal support teams to ensure best possible client experience
  • Other projects as assigned


Starting Salary: $50,000 per year

Salary.com Estimation for Tax Associate in Leawood, KS
$72,723 to $91,434
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