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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

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