Private Client Tax Manager: UHNW Focus & Systems
Revolution Group LLC
Revolution Group, LLC in Omaha, Nebraska, is seeking a Private Client Tax Manager to improve tax operations for ultra-high-net-worth clients. You will collaborate with the advisory team, ensuring tax execution aligns with broader wealth planning while preparing accurate tax filings. The ideal candidate has a CPA license, 3 to 7+ years of tax preparation experience, and is detail-oriented. Competitive salary and performance-based bonuses offered. #J-18808-Ljbffr
- ...energized by improving systems, and motivated to deliver an exceptional client experience? At... ...we’re looking for a Private Client Tax Manager to play a key role in... ...business tax returns for UHNW clients Manage tax... ...wealth advisory team Focus on quality and systems...Private client
- ...Client Manager – Business Insurance Award-winning, inclusive, Top Workplace... ...& benefits, retirement, and private client insurance solutions to... ...files in agency management system and document management... ...interested in joining our client-focused teams. Marsh McLennan and...Private clientLocal areaNight shift
- ...procurement, accounting workflows, and tool management, giving contractors clarity, efficiency,... ...teams and customers. This role is focused on training, education, enablement, and... ...maps into Remarcable and through connected systems (Sage, Trimble, Foundations, etc.). Explain...SuggestedFull timeFor contractorsFor subcontractorImmediate start
$88k - $132k
...Relativity is seeking a Senior Financial Systems Analyst to own Zuora’s configuration and support the Billing and Revenue Accounting teams. This role requires 5+ years of experience and strong SQL skills, ensuring compliance with ASC 606. The position offers a competitive...SuggestedRemote work- ...Bridges Trust is a privately‑owned trust and wealth management firm providing comprehensive trust... ...services for a growing client base of successful... ...services. This is a client‑focused role requiring attention... ...records across all servicing systems. Collaborate with relationship...SuggestedWork at office
$88k - $132k
...Hybrid Job Overview ABOUT THE ROLE The Senior Financial Systems Analyst serves as the end-to-end process subject matter expert... ...rely on Relativity's legal AI software to securely surface and manage the most relevant and impactful information in their matters....Remote workHome office$133k - $198k
...always be responsive, transparent, and focused on results – for our people, our clients, and our company. We’re a people‑... ...into a pivotal role as a Client Manager for Olsson's Power Delivery team,... ...advancing sustainable energy systems. What You’ll Do Be the trusted point...Full timeFlexible hours- ...net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies... ...driving business development and managing client relationships, with a focus on compliance and performance... ...at least 7 years of experience in private wealth or banking and hold relevant...
- ...Day in the Life A typical day as a Tax Senior Manager in Omaha, NE might include the following... ...business, and other types of tax returns for clients in industries such as pharmaceuticals,... ...a team environment. You are able to focus on complex tasks and will quickly...Work at officeLocal areaVisa sponsorship
- ...in the Life A typical day as a Tax Manager in Omaha, NE might include the following... ...business, and other types of tax returns for clients in various types of entities and... ...a team environment. You are able to focus on complex tasks and will quickly understand...Work at officeLocal areaVisa sponsorship
- ...Tax Manager - Direct Path to Partnership - Omaha, NE - HEMPHILL EXCLUSIVE! Hemphill has been... ...the Midwest. The firm serves a diverse client base, including Nebraska/Iowa companies... ...attract and retain top professionals. They focus on enabling staff to concentrate on tax...
$75k - $95k
Senior Tax Accountant / Tax Manager Location: Omaha, NE (Hybrid) Overview Our client is a rapidly growing wealth advisory firm expanding its Tax service to meet significant... ...Examples include: Technical Track Focus primarily on tax preparation and technical...Work at officeRemote work- Tax Manager - Leadership with a Path to Partnership - Omaha, NE HEMPHILL EXCLUSIVE! Hemphill... ...celebrated for its commitment to exceptional client service and a collaborative, team-... ...authenticity, and excellence. This firm’s focus on people and relationships creates a...
$90k - $160k
...individual will partner closely with the Client Strategies team, Insurance &... ...Advisors. In particular, the focus of this role is to increase support of the Private Client Group High/Ultra High Net... ...Advisors utilizing Wealth Management resources including financial planning...Private clientFlexible hours- ...what we do. We have a strong client base across Iowa, Nebraska, and... ...existing customers, and your primary focus will be to cultivate and... ...the form of ongoing sprinkler system inspections, maintenance,... ...terms of service agreements. • Manage execution of services including...Full timeFor contractorsFor subcontractorWeekend work
- Overview The Digital Assets Tax Manager assists in providing tax compliance... ...and consulting services to clients in the digital assets space,... ...Bachelor’s Degree required; focus in Accounting, Finance,... ...experience and/or public accounting, private industry accounting, or...Work at officeLocal area
- ...SUMMARY The Tax Manager will be responsible for the development, implementation, and maintenance of the FSST Tax Revenue Department to... ...Tribal Council to educate and inform about the Tribal taxation system when requested. Develop monthly and annual tax revenue reports...
- ...or Hybrid A Day in the Life As a Tax Manager you will be responsible for working with clients and assist them with the... ...or related field working with a focus on individual clients and corporate... ...with flow-through entities and private foundations. You excel at managing...Work at officeLocal areaVisa sponsorship
- ...experience we're known for. As a Guest Experience Manager at the Omaha Marriott Downtown, you will... ...desk tasks including guest check-in/out, system operation, phone calls, and supply... ...for guests and associates alike. Focused on expanding our U.S.-based portfolio of...WorldwideRelocation packageShift workNight shiftAfternoon shift
- ...opportunity is an ongoing focus. Job Summary... ...Relationship Managers with monitoring and... ...risk for existing client relationships. Interprets... ...investors, and private banking clients:... ...prepared, check the loan system (or credit file)... ...financial statements, tax returns, and other...Private clientWork at officeLocal area
$42.46 per hour
...detail-oriented, collaborative, and customer-focused. Required Qualifications Bachelor's... ..., and organization. Ability to manage multiple priorities and meet deadlines.... ...Financial reporting and analysis ERP systems and accounting software Advanced Excel...Live inLocal area- ...diversity and invests in our employees as we focus on creating the world of tomorrow, today.... ...report generation for operations management (ie. Scorecard) · Maintain training with... ...experience transforming raw data in the system to business reporting · 3+ years in business...Temporary workWork at officeRemote workNight shift
$19 per hour
...Job Title: Guest Experience Manager Employment Status: Full Time / Hourly Location: Onsite... ...professionalism, enthusiasm, and a customer‑focused approach. Schedule flexibility to work a... ...Office suite, point of sale cash systems and internal timekeeping systems. Physical...Hourly payFull timeWork at officeLocal areaWeekend workAfternoon shiftWeekday work- ...families and individuals #128313;Educate clients on policies that prevent financial disaster during times of loss #128313;Manage your own book of business through virtual... ...and team goals. #128313;Use tracking systems to monitor metrics and growth benchmarks....Full time
- ...Planner to join a recognized wealth and investments firm. In this role, you will develop complex planning strategies for high-net-worth clients, supported by a unique team of leaders. You will work closely with planners, gaining exposure to diverse planning philosophies and...
- ...Trust Company in Omaha, Nebraska is seeking an experienced Client Service Manager to support our relationship management teams. This role involves... ...skills. Join us for a meaningful career in a supportive culture focused on exceptional client service. #J-18808-Ljbffr...
$70k - $90k
...Overview As a Customer Success Manager (CSM) at Remarcable, you are... ...partner to our contractor clients. Your mission is to move... ...book of business. You are a systems-thinker who uses data to predict... ...QBRs and EBRs that prove ROI, focusing on efficiency and accuracy across...Full timeFor contractorsWork at office- ...solutions to both public and private clients. Our services help improve... ...driven, client- and community-focused environment where your work... ...Responsibilities Assist training manager with scheduling of classes,... ...program (company-specific system) ~ Project setups and...Private clientPart timeWork at officeLocal areaRemote work10 hours per week
$120k - $170k
...Tax Manager / Director (Remote) Full-Time | Competitive Salary + Growth Potential Reports to: CFO About the Company My client is a fast-growing, self-directed retirement account company with over $4.5 billion in assets under administration and 26,000+ accounts...Full timeRemote workRelocation package- ...basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads... ...that meet each family's needs ◾Build and manage your own client portfolio with guidance... ...performance and progress using our internal systems and support tools ◾Represent the values...Full time
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