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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.

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

Kelly Klusman
Book an appointment: Click Here

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