Tax Manager, Private Client Services
BDO USA
A organization in the K12 education space is seeking a Client Engagement Manager to own and develop a multi-state territory (Nebraska and Missouri). This role is focused on building strong relationships with school districts, driving engagement, and expanding partnerships that support hiring needs. This is a field-facing role with a clear focus on results. The individual in this position will work directly with district leaders, HR teams, and administrators to understand their needs and position solutions that lead to increased teacher placements. Key Focus Areas Build and maintain relationships with school district and charter school leadership Act as a trusted partner to support ongoing hiring and staffing needs Manage and grow a defined territory with clear performance goals Drive consistent outreach through meetings, calls, presentations, and events Identify opportunities to expand existing partnerships and develop new ones Collaborate internally to convert leads into placements and long-term client relationships Travel Approximately 20% travel is expected to meet with clients, attend events, and stay visible within the territory (Nebraska and Missouri). Background Experience in sales, account management, or client success with a track record of meeting goals Strong communication skills with the ability to engage stakeholders at multiple levels Comfortable working in a performance-driven environment Ability to manage a territory independently Experience in K-12 education, particularly individuals who have transitioned from teaching into a client-facing or sales role, is highly preferred. Compensation Uncapped bonus structure tied directly to performance This opportunity offers a combination of relationship-building, territory ownership, and performance-based earning potential within a mission-driven organization focused on supporting schools and communities. #J-18808-Ljbffr BDO USA
- Private Client Services Tax Manager - BDO Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net‑worth individuals. Client Engagement Manager - Multi‑state Territory (Nebraska...Private clientFull timeNight shiftWeekend work
- 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...Private client
- ..., and motivated to deliver an exceptional client experience? At Revolution Group, LLC, we’re looking for a Private Client Tax Manager to play a key role in executing and improving... ...s broken in wealth management: lackluster service, generic portfolios, and misaligned...Private client
- A prominent accounting firm is seeking a Tax Manager to manage client wealth transitions, prepare tax returns, and mentor staff. Candidates should have a Bachelor's in Accounting, 5+ years of relevant experience, and an active CPA or EA certification. This role emphasizes...SuggestedWork at office
- A leading accounting firm seeks a Tax Senior in Private Client Services in Omaha, NE. The role involves preparing complex tax returns, analyzing tax notices, and delivering consulting services to high-net-worth clients. Candidates should have a strong educational background...Private client
$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... ...top-tier compliance and client service. With rapid growth projected to...Full timeRemote workRelocation package$84k - $110k
Job Summary Private Client Services at BDO is a boutique practice within our firm. We offer a high‑touch... ..., and others with complicated tax and financial structures. The practice... ...experience, and strong communication, time‑management, leadership, technical, business‑...Private clientWork at office$124k - $211k
...trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow... ...solutions to customers to effectively manage and preserve their overall wealth. The UHNW... ...The Family Office offers a comprehensive service set that spans holistic governance and...Private clientContract workTemporary workFor contractorsWork experience placementWork at officeLocal areaFlexible hours- Company: Marsh McLennan Agency Client Representative - Business... ...& benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant with... ...excellent organizational and time management skills. Good interpersonal...Private clientLocal areaNight shift
- Rentokil North America is looking for an Operations Manager in Omaha, Nebraska to train and develop a team of specialists. This... ...involves achieving sales goals and ensuring exceptional service delivery to clients. The ideal candidate should have a Bachelor’s degree and...Immediate start
- ...Client Manager – Employee Health & Benefits Award-winning, inclusive, Top Workplace culture... ...health & benefits, retirement, and private client insurance solutions to organizations... ...America, we combine the personalized service model of a local consultant with the global...Private clientWork experience placementWork at officeLocal areaNight shift
- ...comprehensive accounting and financial services is looking to add to their... ...personalized solutions in tax planning, auditing,... ...communication to build lasting client relationships and ensure financial... ...a dynamic and experienced Tax Manager to join our high-performance team...Permanent employmentWork at officeLocal area
- First Interstate Bank is looking for a Community Branch Manager in Omaha, NE. The role requires a strong leader to deliver excellent client services, drive growth, and enhance operational efficiencies. You will manage branch staff, develop client relationships, and ensure...
$100k - $120k
...Tax Manager Opportunity with an Outstanding Omaha CPA Firm! This Jobot Job is hosted by: Shane... ...comprehensive accounting and financial services is looking to add to their team. Their... ...proactive communication to build lasting client relationships and ensure financial clarity...Permanent employmentWork at officeLocal area- ...Typical Day in the Life A typical day as a Tax Senior Manager in Omaha, NE might include the... ...business, and other types of tax returns for clients in industries such as pharmaceuticals,... ...needs and building value into professional service. Manages client billing for accounting...Work at officeLocal areaVisa sponsorship
$90k - $115k
...Senior Tax Manager – ATAX Omaha Location: Papillion, NE Pay: $90,000 – $115,000 per year (depending... ..., NE area to support our growing client base. This role is based out of our Omaha... ...focuses on delivering high-quality tax services while supporting staff and operations. About...Full timeWork at officeLocal areaFlexible hours- ....P. Morgan Chase in Omaha, Nebraska, seeks a Financial Advisor to build client relationships and deliver personalized investment solutions. This role requires at least 2 years in financial services, with a strong emphasis on goals-based financial planning and education....Private client
- ...The primary function of the Tax Manager is to work with the Senior Director of Tax to complete the company’s federal income tax return,... ...arise. Qualifications 5 or more years in public accounting or private industry with increasing responsibilities in Tax. Experience in...
- JPMorgan Chase & Co. seeks a Private Client Advisor in Omaha, Nebraska. In this role, you will provide comprehensive financial planning and advice, ensuring exceptional experiences for clients at all wealth levels. Your work will involve building strong client relationships...Private client
- ...in Papillion, NE is looking for a Financial Advisor to champion client relationships and provide personalized investment solutions.... ..., and commitment to client education on financial products and services. The company offers a competitive benefits package, including health...Private client
- ...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... ...needs and building value into professional service. Participates in the area of business...Work at officeLocal areaVisa sponsorship
- ...Leadership exposure Opportunity to influence operations Client-facing advisory work Build and mentor a team Long-term growth potential What You’ll Be Doing Manage tax engagements and workflow Review returns and solve technical matters...
- ...Wealth Advisor to serve as the primary advisor to high-net-worth clients. This role is focused on delivering tailored wealth strategies... ...-term financial success. Your responsibilities will include managing client relationships, leading wealth planning strategies, and ensuring...Private client
- ...TAX MANAGER POSITION SUMMARY The Tax Manager will be responsible for preparing and... ...reviewing tax returns and conferring with clients on tax-related matters. The ideal... ...and project management skills ~ Client service oriented ~ Ability to work in a collaborative...
- ...Job Description I am seeking a hands on, results-oriented Tax Manager to oversee a team of highly motivated staff and senior... ...Provide tax compliance and consulting to a diverse base of clients Oversee complex tax projects for a variety of clients and...Flexible hours
- GrayMatter is seeking a Project Manager to lead and manage complex client-facing projects in Omaha, NE. You will be responsible for ensuring exceptional client satisfaction and effective project execution within the defined scope, schedule, and budget. This role also involves...
- Thompson Solutions Group is seeking a Service Project Manager in Omaha, Nebraska. The ideal candidate will estimate and manage service projects while ensuring smooth operations and customer satisfaction. Responsibilities include project estimates, pricing coordination,...
- Orion Advisor Solutions in Omaha is seeking an Onboarding Specialist responsible for managing client onboarding processes. The role serves as the primary contact between clients and internal teams, ensuring successful setup on the Orion platform. The ideal candidate will...3 days per week
- ...have an enthusiasm for helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong commitment... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
$135k - $180k
...the customer experience at Marvin. As the Director of Customer Service, you’ll lead the talented team responsible for supporting our... ...leadership, customer care, process improvement, and performance management. This job is located in Warroad, MN. If you're...Temporary workRelocationRelocation package
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