Tax Professional

Job Description

Tax Associate | Goering & Granatino

The Tone:
This is a Tax Associate role at Goering & Granatino (GG Advisors), located in Leawood, Kansas. GG Advisors operates as a professional services firm offering comprehensive advisory services, which encompass tax, accounting, part-time CFO support, and business formation. Having recently joined Ascend, GG Advisors now benefits from a platform that provides enhanced resources and support for its continued development and strategic growth. This position is vital for delivering essential federal and state tax planning and compliance services, directly contributing to the success and financial well-being of businesses, their owners, and individual clients.

The TL;DR
• Role: Early Career
• Location: Hybrid, Leawood, KS
• Team: Works collaboratively with other team members in a supportive environment, reporting to managers, senior managers, directors, and partners.
• Mission: Utilize expertise to solve problems, make a tangible impact, and 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
• Tax Preparation: Prepare a range of federal and state tax filings, including 1040, 1041, Partnerships, LLC, and S-Corp returns, addressing the corporate and individual needs of business owners.
• Information Management: Diligently review tax information provided by clients, documenting all details and proactively obtaining any necessary open items or missing information.
• Issue Identification: Identify and clearly communicate any complex tax-related matters to Managers, Senior Managers, or the broader team for collaborative resolution and guidance.
• Team Collaboration: Actively contribute to a team-driven environment, collaborating effectively with colleagues to solve problems and achieve shared goals.
• Client Relationship Building: Begin acquiring the essential skills necessary to develop and maintain quality client relationships through direct interaction and service delivery.

The Must-Haves
• Background: Possess a Bachelor’s degree in accounting, finance, or a closely related field, indicating a foundational understanding for this early career role.
• Experience: Bring 0-2 years of relevant experience in federal and state tax compliance, demonstrating initial exposure to core responsibilities.
• Skills: Exhibit proficiency with Microsoft Office applications, familiarity with various tax preparation and accounting software, strong analytical capabilities, critical thinking, attention to detail, and exceptional communication skills for clear interaction with clients and team members.
• Bonus: Experience with specific tax return types such as 1040, 1041, Partnerships, LLC, and S-Corp, alongside exposure to software including Thomson Reuters Ultra Tax, Fixed Assets CS, Workpapers CS, RIA Checkpoint, and QuickBooks.