Tax Associate

Barber Financial Group is seeking an experienced Tax Associate. The Tax Associate will join the BFG Tax Service team, a division of Barber Financial Group, and work alongside financial advisors, insurance professionals, and estate planning attorneys to help clients align their financial goals with tax efficiency.

The BFG Tax Service team is currently composed of energetic professionals dedicated to creating high-quality tax experiences for our clients. For more information on the existing team, please visit: https://barberfinancialgroup.com/service/tax-preparation-in-kansas-city/

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Our ideal candidate possesses the following traits:

  • Minimum of 2-3 years of tax experience (or industry equivalent)
  • Passion for delivering high-quality service to clients
  • Efficiently prepares individual, business, and fiduciary tax returns
  • Enjoys staying up to date with the latest tax law changes
  • Excited to increase your understanding of how tax planning fits within a wealth management strategy

Our ideal candidate meets the following qualification:

  • Bachelor’s Degree in Accounting, Business Administration, or Equivalent
  • Active Certified Public Accountant or Enrolled Agent
  • Minimum 2-3 years of proven accounting experience
  • Experience with tax preparation software – UltraTax experience a plus
  • Ability to handle multiple tasks and complete assigned tasks in a timely matter

Benefits:

  • Medical, vision, dental, and life insurance
  • Company matched 401k
  • Flexible work hours and 3pm close on Fridays
  • Paid vacation, market holidays, and community volunteer days

Company Description:

Barber Financial Group provides comprehensive wealth management services for a select group of individuals in the Kansas City metropolitan area. Barber Financial Group currently manages in over 1 billion in client assets and works primarily with retirees and pre-retirees. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach, encompassing the “four pillars” of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning.

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Seasonal Tax Associate

The Seasonal Tax Associate will join the BFG Tax Service team, a division of Barber Financial Group, and work alongside financial advisors, insurance professionals, and estate planning attorneys to help clients align their financial goals with tax efficiency. The Seasonal Tax Associate would be responsible for the preparation and review of client tax returns. The position would be January – April 2021 with the possibility of a full-time employment offer upon completion.

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Our ideal candidate possesses the following traits:

  • Minimum of 5 years of tax experience (or industry equivalent)
  • Driven tax professional with a passion for delivering high-quality service to clients
  • Efficiently prepare and review individual, business, and fiduciary tax returns
  • Enjoys staying up to date with the latest tax law changes
  • General understanding of taxation surrounding portfolio investments, retirement accounts, estate planning, closely held businesses, and charitable planning

Our ideal candidate meets the following qualification:

  • Bachelor’s Degree in Accounting, Business Administration, or Equivalent
  • Active Certified Public Accountant or Enrolled Agent
  • Minimum 5 years of proven accounting experience
  • Proficient with tax preparation software – UltraTax experience a plus

Benefits:

  • Medical, vision, dental, and life insurance
  • Company matched 401k
  • Flexible work hours and 3pm close on Fridays
  • Paid vacation, market holidays, and community volunteer days

Apply on LinkedIn

Tax Manager

Due to significant growth, Barber Financial Group is seeking an experienced Tax Manager. The Tax Manager will join the BFG Tax Service team, a division of Barber Financial Group, and work alongside financial advisors, insurance professionals, and estate planning attorneys to help clients align their financial goals with tax efficiency. The Tax Manager would be responsible for the preparation and review of client tax returns and lead tax planning with clients.

The BFG Tax Service team is currently composed of energetic professionals dedicated to creating high-quality tax experiences for our clients. For more information on the existing team, please visit: https://barberfinancialgroup.com/service/tax-preparation-in-kansas-city/

Continue Reading

Our ideal candidate possesses the following traits:

  • Minimum of 5 years of tax experience (or industry equivalent)
  • Driven tax professional with a passion for delivering high-quality service to clients
  • Efficiently prepares and reviews individual, business, and fiduciary tax returns
  • Enjoys staying up to date with the latest tax law changes and have the ability to easily translate this knowledge into updated tax planning for clients
  • General understanding of taxation surrounding portfolio investments, retirement accounts, estate planning, closely held businesses, and charitable planning
  • Ability to work efficiently with all levels of staff and management

Our ideal candidate meets the following qualification:

  • Bachelor’s Degree in Accounting, Business Administration, or Equivalent
  • Active Certified Public Accountant or Enrolled Agent
  • Minimum 5 years of proven accounting experience
  • Proficient with tax preparation software – UltraTax experience a plus
  • Ability to handle multiple tasks and complete assigned tasks in a timely matter

Benefits:

  • Medical, vision, dental, and life insurance
  • Company matched 401k
  • Flexible work hours and 3pm close on Fridays
  • Paid vacation, market holidays, and community volunteer days

Company Description:

Barber Financial Group provides comprehensive wealth management services for a select group of individuals in the Kansas City metropolitan area. Barber Financial Group currently manages in over 1 billion in client assets and works primarily with retirees and pre-retirees. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach, encompassing the “four pillars” of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning.

Apply on LinkedIn

Financial Advisor

Barber Financial Group (BFG) is looking for an experienced financial advisor to join our team in Lenexa, KS. Barber Financial Group provides comprehensive wealth management services for a select group of individuals in the Kansas City metropolitan area. Barber Financial Group currently manages in over 1 billion in client assets and works primarily with retirees and pre-retirees. We specialize in distribution planning, which requires a combination of art and science to help maximize retirement income while minimizing overall risk. Our comprehensive approach, encompassing the “four pillars” of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning.

BFG Advisors enjoy the benefits of a full-time Marketing team that produces the “America’s Wealth Management Show” and executes other lead-generating marketing strategies. Additionally, BFG Advisors have access to a fully-staffed service team that includes a client-facing service advisor embedded in each team. And finally, BFG advisors, and their clients, have access to in-house CPAs, estate planning attorneys and insurance professionals that deliver a client experience where all aspects of retirement planning can be fully executed under one roof. Collectively, this unique structure allows our financial advisors to focus their time and energy on what they love and enjoy . . . focusing their time and energy on clients and prospects!

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The ideal candidate has a growing book of business and the desire to deliver a client experience that includes access to an in-house tax planning staff, estate planning attorneys, and insurance professionals.

Job Duties:

  • Participates and conducts client and prospect meetings.
  • Prepares the Financial Planning recommendations
  • Collaborates with other advisors on team
  • Collaborates with estate planning attorneys, tax professionals, and insurance professionals on staff at BFG
  • Monitors and implements all elements of client financial plans.
  • Maintains accurate client data in CRM software
  • Follow up with leads and prospects in the pipeline
  • Follows established BFG policies and procedures
  • All other duties as assigned

Qualifications:

  • CFP, CFA, CPA or other similar accredited certifications
  • Relevant Bachelor’s Degree (Finance, Accounting or Business Administration)
  • Ability to maintain and grow book of business
  • 3 years financial services industry experience
  • Has current Series 65 (or equivalent)
  • Microsoft Office proficiency
  • Has existing book of clients that includes minimum of $20 million in client assets.

Benefits:                     

  • Competitive pay
  • Full benefits package that includes medical, vision, dental, life, and company matched 401k
  • Paid vacation, market holidays, and community volunteer days
  • Flexible work hours

To apply please email your resume to Courtney Roberts at: courtneyr@barberfinancialgroup.com