06/30/2026
We are Hiring – Experienced CPA or Enrolled Agent (EA)
Our independent, fee-only financial planning and investment management firm is growing, and we are looking for an experienced CPA or Enrolled Agent (EA) to join our team.
This position is ideal for someone who enjoys working directly with clients and providing proactive tax planning—not just preparing tax returns. As part of our advisory team, you will work with clients year-round, participating in client meetings and helping them navigate tax planning and financial decisions throughout the year.
What You Will Do:
• Prepare and file federal and state tax returns for individuals, businesses, and trusts
• Research complex tax issues and stay current on tax law changes
• Develop proactive tax planning strategies for clients
• Assist clients with tax issues, extensions, IRS and state notices, and other tax matters throughout the year
• Participate in client meetings as a valued member of our advisory team
Qualifications:
• CPA or Enrolled Agent (EA) required
• 7+ years of experience preparing and planning for individual, business, and trust tax returns
• Experience with IRS and State correspondence audits
• Strong knowledge of federal and state tax laws
• Proficiency with ProConnect Tax or similar professional tax software
• Excellent communication and client relationship skills
Location: Our preference is for this position to work from our office in Lenexa, KS, though remote work may be considered for the right candidate.
If you are looking to join a collaborative, client-focused team where you can build lasting client relationships and make a meaningful impact year-round, we would love to hear from you!
Please send your resume to [email protected] or message us for more information.
