CPA CAREERS

About OWLFI CPA

A growing CPA firm providing strategic advice and services to our clients.

At OWLFI CPA, we help our clients broaden their financial horizons. OWLFI CPA is a part of the OWLFI organization which also offers retirement planning, investment management, insurance, and estate planning. We would love for you to come grow with us.

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What we are looking for

We are seeking experienced tax managers to lead the Kanas City and Oklahoma offices. These positions come with great opportunities for growth.

Characteristics
- Team orientated
- Understands work and family life balance
- Problem solver
- Ready to act on a client’s ever-changing challenges
Responsibilities
- Work with clients to determine which records, statements and schedules are needed to prepare their tax return
- Input and complete tax forms accurately using our tax software
- Review other prepared tax returns
- Review tax return with clients
- Resolve client questions and concerns
- Provide tax planning and tax savings opportunities for clients
- Work with our financial advisors to ensure a well-rounded solution to client challenges
- Review monthly bookkeeping
Qualifications
- 2 years tax preparation experience
- Quickbooks experience is preferred
- CPA designation is preferred
- Proficient in Microsoft Word, Excel and Outlook
- Ability to communicate with employees and clients

Appointments:
Kelly Klusman
913-441-8380
kelly@owlfi.com
Book an appointment: Click Here