Tax Senior/ Tax Manager

Senior Tax Accountant / Tax Manager

Our client is a rapidly growing wealth advisory firm expanding its Tax service to meet significant client demand. They are seeking either a Senior Tax Accountant or Tax Manager to help support expanding client base and play a key role in building a modern tax practice that integrates tax, asset management, and estate planning services. This is an opportunity to join a wealth management firm where the role can be shaped around your strengths and where long-term leadership or partnership opportunities exist.

Responsibilities include:

• Prepare and review a variety of tax returns
• Manage tax compliance and filing deadlines for an expanding client base
• Assist with the transition and management of tax clients from acquired practices
• Provide tax planning and advisory support to clients alongside the firm's financial advisory team
• Identify opportunities to improve tax strategies and client outcomes
• Participate in client meetings and advisory discussions when appropriate
• Collaborate with leadership to build scalable processes as the tax practice grows

Role flexibility:

This role can be tailored based on your strengths and career goals. Examples include:

Technical Track

• Focus primarily on tax preparation and technical tax work
• Limited client interaction

Client Advisory Track

• Participate in client meetings
• Provide tax insights during financial planning discussions
• Reduce preparation workload while increasing advisory involvement

Qualifications:

Senior Tax Accountant

• 24+ years of tax preparation experience
• Experience preparing 1040 and/or business returns
• EA or CPA preferred (CPA candidate acceptable)

Tax Manager

• 5+ years of public accounting tax experience
• Experience reviewing complex returns and managing client relationships
• CPA required

Additional required experience:

• Public accounting background
• Strong knowledge of federal and state tax compliance
• Ability to work independently while collaborating with a growing team

Compensation:

Compensation is competitive with the Omaha market.

• Senior Tax Accountant: $75,000 $95,000
• Tax Manager: $125,000 $160,000

Additional compensation and incentives may include:

• Performance bonuses
• Long-term leadership opportunities
• Potential partnership track for the right candidate

Work Environment:

• Hybrid work model
• Remote work available initially
• Long-term expectation for some in-office presence in the Omaha metro area for client meetings and collaboration

Typical workload expectations:

• 4045 hours per week outside tax season
• Peak weeks up to ~50-55 hours , significantly lighter than many public accounting environments