Job Description
Aston Carter is working with a great client of ours who is looking to hire a Junior Tax Planner. The company offers Fridays off in the summer, 100% employer paid premium cost of medical/dental/vision, 401k match and much more! A Bachelor's degree and 2+ years of tax preperation experience is required.
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 activities - nurture 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
+ Technical tax knowledge
+ Interpersonal and consultative skills
+ 2+ years of professional tax experience, preferably at a CPA Firm or financial services company
+ Natural sales aptitude
+ Consistent employment history with 2+ years at one firm
Additional Skills & Qualifications
+ Enrolled Agent or CPA eligibility preferred
+ Experience in tax planning and financial services
Job Type & Location
This is a Permanent position based out of Lenexa, KS.
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 jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable 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 Lenexa,KS.
Application Deadline
This position is anticipated to close on Nov 28, 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
[email protected] (%
[email protected]) for other accommodation options.
Job Tags
Permanent employment, Temporary work, Summer work, Local area,