Careers

Barber Financial Group – Career Opportunities

 

Tax Professional

Tax Professional

Due to significant growth, Barber Financial Group is seeking experienced tax professionals for either seasonal or full-time employment. You will become an integral member of the BFG Tax Service team located in Lenexa, Kansas. The successful candidate will emphasize multi-year tax planning with a focus on helping clients structure transactions in a tax-efficient manner. Working alongside our financial advisers, insurance professionals, and estate planning attorneys, this individual will help clients align their financial goals with tax efficiency.

Responsibilities:

  • Prepare individual, corporate, and fiduciary tax returns
  • Prepare retirement plan distribution statements and tax strategy plans for clients
  • Work with our advisers to develop comprehensive financial plans for our clients
  • Assist financial advisers in developing forward-looking tax strategies for our clients

Qualifications:

  • Active Certified Public Accountant or Enrolled Agent
  • Experience in federal and state tax compliance work in public accounting
  • General understanding of taxation surrounding portfolio investments, retirement and estate planning, closely held businesses, and charitable planning
  • Ability to develop and maintain strong client relationships
  • Proficient with tax preparation software – UltraTax experience a plus
  • Ability to handle multiple tasks and complete assigned tasks in a timely matter
  • Ability to work efficiently with all levels of staff and management
  • Positive attitude ​

Due to significant growth, Barber Financial Group is seeking experienced tax professionals for either seasonal or full-time employment. You will become an integral member of the BFG Tax Service team located in Lenexa, Kansas. The successful candidate will emphasize multi-year tax planning with a focus on helping clients structure transactions in a tax-efficient manner. Working alongside our financial advisers, insurance professionals, and estate planning attorneys, this individual will help clients align their financial goals with tax efficiency.

Responsibilities:

  • Prepare individual, corporate, and fiduciary tax returns
  • Prepare retirement plan distribution statements and tax strategy plans for clients
  • Work with our advisers to develop comprehensive financial plans for our clients
  • Assist financial advisers in developing forward-looking tax strategies for our clients

Qualifications:

  • Active Certified Public Accountant or Enrolled Agent
  • Experience in federal and state tax compliance work in public accounting
  • General understanding of taxation surrounding portfolio investments, retirement and estate planning, closely held businesses, and charitable planning
  • Ability to develop and maintain strong client relationships
  • Proficient with tax preparation software – UltraTax experience a plus
  • Ability to handle multiple tasks and complete assigned tasks in a timely matter
  • Ability to work efficiently with all levels of staff and management
  • Positive attitude ​
  • Bachelors Degree Preferred, but not required

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.

To apply, send your resume to courtneyr@barberfinancialgroup.com

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