Tax Prep Intern - Wealth Advisory & Planning
Carson Wealth
Carson Wealth in Omaha, Nebraska is seeking a Tax Preparation & Compliance Support contributor to assist with individual federal and state tax returns under the supervision of licensed professionals. You will perform preliminary data entry, support quality checks, and help ensure timely, compliant deliverables. Beyond tax returns, you will organize client documents, manage workflow for tax cases, and collaborate with wealth advisors on planning deliverables while upholding data security and #J-18808-Ljbffr Carson Wealth
$17 - $22 per hour
...headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners... .... Who We Want Support in-house tax preparation and advanced planning services by assisting with... ...questions and summarize findings for internal use. Document & Data Management: Organize...InternshipTaxHourly pay$125k - $145k
...Summary Focus Partners Wealth is seeking a Wealth Advisor... ...take a holistic planning first approach to fulfilling... ...Actively partner with Advisory Leadership team in... ...opportunities and develop internal best practices. Create,... ...trade recommendations, tax loss harvesting, etc. Assist...TaxTemporary workLocal area$1,000 per month
...framework for building an integrated financial planning practice from the ground up. Our college... ...independent contractors for income tax purposes, and a "statutory employee" for... .... If offered to apply for approval of an intern contract to become a Northwestern Mutual...InternshipTaxFull timeContract workFor contractorsLocal areaFlexible hours- At SCP Tax LLC, we help business owners and individuals make confident financial decisions through proactive tax planning, strategic financial analysis, and forward-looking advice. SCP Tax... ...fee-only SEC-registered financial advisory firm headquartered in Omaha. Its core...TaxHourly payPermanent employmentFull timeFor contractorsSeasonal workWork at officeImmediate startRemote work
- Creative Planning is seeking a Business Services Tax Manager based in Omaha, Nebraska. The role is pivotal in supervising tax engagements, ensuring technical excellence, timely client service, and mentoring staff. The ideal candidate will have an active CPA certification...Tax
- ...sophisticated, high-complexity tax work — without... ...of tax execution and wealth strategy for our... ...is built around tax planning first. Return preparation... ...alongside the advisory team and join internal strategy sessions where... ...clients beyond core tax prep Opportunities to present...Tax
- Avior Wealth Management LLC in Omaha, NE, seeks a Senior Tax Professional to prepare and review tax returns while advising clients on financial decisions... ...a supportive team environment. Engage in tax advisory and planning, harnessing the collective strengths of an integrated...TaxFull timeFlexible hours
- ...collaborative, team-based advisory model. Who We Are... ...investment advisor and planning division—to fix what’s broken in wealth management: lackluster service... ...closely with advisors, tax professionals, and investment... ...Coordinate with internal team members across tax,...Tax
- ...You would be indirectly reporting to the Tax Advisors or Tax Analyst and would be responsible... ...and Duties Participate in planning of workflow to ensure completion of assigned... ...to facilitate completion of tax issues. Internal contact as needed between various departments...TaxWork at office
$61k - $119k
...their goals through financial planning. On your path to becoming a financial... ...Funding · Investment & Advisory Services · Trust Services · Retirement... ...contractors3 for income tax purposes, and a statutory... ...SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment...TaxFull timeContract workFor contractorsWork at office$62.4k - $81.2k
...strategy buy‑in requests, tax loss harvesting... ...business partners of Carson Wealth Management Group. Review... ...exception reports of advisory accounts to ensure quality... ...that implemented internal controls are adhered to... ...Attention to detail. Planning and organizational skills...TaxTemporary workFlexible hours- Overview Step into a well-established estate planning practice at a respected, full-service firm known for its collaborative culture and... ...create integrated estate plans that address personal, financial, and tax objectives. Represent clients in probate court proceedings and...TaxPrivate practiceRelocation packageFlexible hours
- ...role with our client isn’t just another tax role buried in returns and deadlines. This... ...client conversations around tax strategy, planning, and projections Manage and grow... ...– not starting from scratch High-touch, advisory-focused work – more than just compliance...Tax
- ...partnering with customers to provide expert advisory and compliance services in... ...comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC... ...cash flow and education planning to tax strategies and estate considerations...TaxFull timeTemporary workWork at office
$215k - $270k
...people with complicated tax and financial... ...retirement, and life insurance planning. JOB SUMMARY A Tax Managing... ...Accountant credential, Internal Revenue Service... ...provides assurance, tax and advisory services for a diverse... ...the chance to grow their wealth over time as their...TaxPrivate practiceWork at office- ...established methods. Perform entry-level plan production with clearly defined instructions... ...reports. Provide mentoring to student interns by answering questions and guiding routine... ...in engineering and design, client advisory services, planning, field services, and environmental...InternshipFull timeFlexible hours
$77k - $102k
...in civil engineering ~ Must possess or obtain Engineer Intern (EI) certificate ~2 or more years of related civil engineering... ...Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has...InternshipFull timeWork at officeFlexible hours$185k - $275k
Husch Blackwell is seeking a Private Wealth Senior Counsel with at least eight years of experience. This role involves designing sophisticated estate plans and assisting clients with wealth management issues. Ideal candidates demonstrate excellent interpersonal skills...TaxRemote jobWork at office- Tax Manager - Direct Path to Partnership - Omaha, NE - HEMPHILL EXCLUSIVE! Hemphill has... ...Managing Partner is actively succession planning and seeking an experienced tax professional... ..., fostering a culture of learning and advisory excellence. Collaborate with a team that...Tax
- ...A financial advisory firm located in Omaha is seeking an experienced seasonal tax professional. This role allows for flexible work options, including in-office, hybrid, or remote settings. You'll prepare and review personal and business tax returns, develop tax projections...TaxHourly paySeasonal workWork at officeRemote workFlexible hours
- ...Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a... ...resource to the business management team for tax planning, tax research, and ongoing education of tax-...TaxFull timeWork at officeLocal area
- ...value for our clients through meticulous planning and scheduling, while upholding rigorous... ...opportunities. About The Role The Field Engineer intern is responsible for providing assistance... ...sector Commitment to the training and wealth of opportunities for career development...InternshipLocal areaFlexible hours
$75k - $95k
...Description Job Description Senior Tax Accountant / Tax Manager Location: Omaha... ...Our client is a rapidly growing wealth advisory firm expanding its Tax service to meet significant... ...tax, asset management, and estate planning services . This is an opportunity to...TaxWork at officeRemote work$15 per hour
...time position: Bi-annual pay increase opportunity Commuter: Pre-Tax Transit & Parking Retirement 401(k) (for 21+) w/ Per-Pay Company... ...inventory Qualifications: Education: High school graduate and or intern preferred Work Experience: Previous Clinical Aide or Rehab Tech...InternshipTaxMinimum wageFull timePart timeWork experience placementWork at officeLocal area$65k - $75k
...development. This position combines client care, treatment planning, clinical documentation, case consultation, and collaboration with... .... Current state-issued associate, provisional, temporary, intern, candidate, or other supervised-practice credential in counseling...InternshipTemporary workRemote workMonday to Friday$60k - $70k
...$60,000 - $70,000 per year Why join us? Advisory-Focused Work Move beyond compliance into... ...income individuals and business owners on planning, strategy, and financial clarity. Modern,... ...Collaborate with other professionals, such as tax advisors and lawyers, to develop...TaxPermanent employmentLocal areaRemote work- ...You will assist with developing the basic plan production, prepare technical reports,... ...engineering experience Must possess Engineer Intern certificate (EI) Experience with AutoCAD,... ...in engineering and design, client advisory services, planning, field services, and environmental...InternshipFull timeLocal areaFlexible hours
- ...dedicated exclusively to the areas of estate planning and administration, business succession... ...estate planning, business succession planning, wealth transfer planning, charitable planning, estate and trust administration, tax planning, liquidity planning, asset protection...TaxWork at office
$100k - $120k
...Tax Manager Opportunity with Amazing Omaha Firm! Salary: $100,000 - $120,000 per year.... ...and long‑term success through comprehensive wealth and tax strategies. Built on a foundation... ...– Enjoy flexible PTO, retirement savings plans, health coverage, and wellness support. Job...TaxPermanent employmentWork at officeLocal areaFlexible hours- ...various audits, and recommends changes in internal control procedures.Manage and develop accountants... ...and state GAAP and STAT quarterly income tax provisions required for the assigned... ...analysisMaintain strict confidentialityDelegate, plan, prioritize, and meet deadlinesWork well...InternshipTaxFull timeTemporary workWork experience placementSeasonal workWork at office
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