At TRPG, an affiliate of Cetera Financial Group, Inc., through which employment and related benefits for this position are offered, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. TRPG is currently seeking to add a Tax Coordinator position to our team. This position will work both remotely from home and out of our Leawood, KS office.
What you will do:
- Work in conjunction with the Director of Tax on creating and implementing client experience
- Organize, prepare and submit tax information
- Use personal discretion and judgement on preparation and submission of client tax needs
- Treat every client touchpoint as an opportunity to exceed expectations
- Develop and maintain ongoing relationship with clients
- Work closely with client to ensure tax data is appropriate and relevant
- Manage complete tax workflow from onboarding to delivery
- Work closely with internal support teams to ensure best possible client experience
- Act as liaison between client and CPA and/or internal and external support teams
- Miscellaneous administrative and general office duties as needed
What you need to have:
- Prior experience in working with taxes in a professional office environment
- Understanding of tax code and technical aspects of tax preparation and compliance
- Self‐starter with client first mentality
- Ability to communicate with co‐workers, clients and various business contacts in a courteous and professional manner
- Highly organized and attention to detail
Compensation:
The base annual salary range for this role is $23.00 to $26.00, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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