Tax Professional – Tax Planning and Compliance

Job Description

Tax Associate | Goering & Granatino

The Tone:
This is a full-time role at GG Advisors (Goering & Granatino), located in Leawood, KS. GG Advisors is a professional services firm offering advisory services, including tax, accounting, part-time CFO, and business formation services in the Kansas City area. The firm recently made a strategic decision to join Ascend, a platform supported by private equity, to utilize resources like growth capital, advanced technology, talent acquisition, and training, fostering strong new developments and growth. This Tax Associate role is designed for aspiring tax professionals eager to make a tangible impact by handling federal and state tax planning and compliance for businesses, their owners, and individuals. GG Advisors actively seeks perceptive team-players who excel in collaborative environments, blending sharp analytical skills with exceptional communication. They value motivated, detail-oriented performers who embody critical thinking, high standards, and a proactive commitment to delivering outstanding service while embracing curiosity. The company deeply supports personal growth within a flexible working environment, providing comprehensive technologies, training, and partner support for networking and community involvement.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person Leawood, KS
• Team: Collaborates with other team members, directors, and partners; reports to Managers or Senior Managers.
• Mission: To deliver federal and state tax planning and compliance services for businesses, their owners, and individuals.
• Tech Stack: Microsoft Office, Thomson Reuters Ultra Tax, Fixed Assets CS, Workpapers CS, RIA Checkpoint, QuickBooks

What You’ll Actually Do
• Prepare Filings: Prepare diverse federal and state tax filings, including 1040s, 1041s, Partnerships, LLCs, and S-Corps, specifically addressing the corporate and individual needs of business owners.
• Analyze Information: Review and meticulously document tax information supplied by clients, proactively obtaining any necessary open items or missing details.
• Report Findings: Identify and clearly communicate complex tax matters or potential issues to Managers, Senior Managers, or the broader team for appropriate action and guidance.
• Foster Collaboration: Actively contribute to a team-driven environment, collaborating effectively with colleagues to solve problems and achieve shared objectives.
• Engage Clients: Begin acquiring the fundamental skills necessary to develop quality client relationships, facilitating direct interaction and service delivery.

The Must-Haves
• Background: Bachelor’s degree in accounting, finance, or a related field. This is an early career position.
• Experience: 0-2 years experience in federal and state tax compliance.
• Skills: Strong communication skills, proficiency with Microsoft Office, and familiarity with tax preparation and/or accounting software.
• Bonus: Exposure to 1040, 1041, Partnerships, LLC, S-Corp returns, and familiarity with Thomson Reuters Ultra Tax, Fixed Assets CS, Workpapers CS, RIA Checkpoint, QuickBooks.