Accounting, Analysis Skills, Budgeting, Business Growth, Business Operations, Certified Public Accountant (CPA), Communication Skills, Continuous Improvement, Corporate Tax, Detail Oriented, Documentation, Federal Tax, Finance, Financial Services, Forecasting, Marketing, Organizational Skills, Primary Care, Problem Solving Skills, Process Improvement, Project/Program Coordination, Public Accounting, Research Skills, Sales Operations, State Tax, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Team Player
Position: Tax Accountant
Department: Finance
Reporting to: Director of Tax
Location: Lenexa, KS/ Topeka, KS - Onsite
Overview:
Are you a seasoned tax professional who enjoys the work but is worn out by the long hours of public accounting?
Join a dynamic in-house finance team where you can apply your expertise in a complex, multi-entity environment - without the traditional busy-season grind.
As our Tax Accountant, you'll support federal and multi-state tax compliance and planning across approximately 30 business entities. With ongoing business growth, new ventures, and evolving initiatives, this role offers meaningful, strategic tax work - not repetitive client returns.
We're looking for someone who is technically strong, detail-oriented, and confident in managing complex tax matters, while continuously improving processes and thinking beyond the checklist.
What you'll do:
Tax Compliance & Reporting
- Prepare and review federal and multi-state tax workpapers
- Prepare documentation for and review returns prepared by external CPA firms
- Analyze book-to-tax differences
- Prepare state apportionment schedules
- Support tax-related disclosures and documentation
Quarterly Tax Planning & Payments
- Prepare quarterly tax projections using budgeted and forecasted financial data
- Assist in estimating annual tax liabilities
- Submit quarterly federal and state tax payments and maintain documentation
Tax Notices & Correspondence
- Research and respond to federal and state tax notices
- Communicate directly with taxing authorities to resolve issues
- Maintain documentation of resolutions
External Firm Coordination & Special Projects
- Serve as liaison between the Company and external CPA firms
- Conduct tax research to support compliance and planning initiatives
- Participate in process improvements and special projects as assigned
Experience you'll bring:
- Bachelor's degree in Accounting or related field (or equivalent experience)
- 3-5 years of public accounting experience with corporate and LLC tax preparation
- Strong knowledge of federal and multi-state tax compliance
- Proficiency in Excel
- Excellent analytical, organizational, and communication skills
- Ability to manage competing priorities independently
Bonus Points:
- Experience in preparing and filing multi-state tax returns
- Experience working within complex, multi-entity structures
What you'll get:
- Amazing benefits, including medical, dental, vision, and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym, and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee-sponsored events…and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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