Junior Tax Planner

Junior Tax Planner

We are seeking motivated, client-focused Junior Tax Planners with strong interpersonal and consultative skills to join our growing Tax Services team. These roles are ideal for early-career professionals who bring both a technical tax foundation and a natural sales/relationship-building drive. Junior Tax Planners will support senior staff in managing client relationships, handling tax preparation, and delivering planning solutions. Over time, you will take ownership of client relationships, participate in sales conversations, and help close new business by demonstrating the value of integrated tax and wealth strategies. This role offers a clear growth path for candidates who are energized by both tax planning and building long-term client relationships.

Responsibilities:

• Participate in client tax planning meetings, focusing on existing client maintenance and follow-up.
• Support planners in transitioning client relationships while building trust and rapport with clients.
• Assist with tax planning strategies that align with broader wealth management objectives.
• Prepare and review client tax returns and filings, ensuring compliance with federal, state, and local tax regulations.
• Conduct research on tax strategies, compliance requirements, and industry best practices.
• Collaborate with advisors and tax leadership to deliver integrated client solutions.
• Engage in business development activitiesnurture leads, contribute to closing conversations, and help grow the firm's client base.
• Proactively identify opportunities to add value to client relationships and upsell additional planning services.

Essential Skills:

• 2+ years of professional tax experience, preferably at a CPA Firm or financial services company.
• Knowledge of tax return preparation, income tax, and tax accounting.
• Understanding of tax planning and financial services.
• Eligibility for Enrolled Agent or CPA preferred.
• Natural sales aptitude.
• Consistent employment history with 2+ years at one firm.

Additional Skills & Qualifications:

• Certified Public Accountant certification preferred.

Pay and Benefits:

The pay range for this position is $55000.00 - $65000.00/yr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type:

This is a hybrid position in Kansas City, MO.

Application Deadline:

This position is anticipated to close on Oct 22, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.