Tax Leader - Multi-Family Office Investment Firm Creating New Division
Hemphill Search Group, Inc.
Tax Leader - Multi-Family Office Investment Firm Creating New Division Omaha-based multi-family investment office is seeking a leader to establish a new service offering for clients. This firm provides innovative investment solutions to high net worth clients outside traditional public markets. It is unique in Nebraska and offers an excellent opportunity to join a growing practice and enhance client value. We are open to hiring a leader to launch this new division, whether by recruiting a team from another CPA firm or acquiring an existing tax practice. Historically, the firm has referred clients to other public accounting firms but aims to bring this service in-house to deliver greater value. This role offers immediate potential for ownership or profit sharing and the chance to build the practice from the ground up, working with dedicated professionals committed to client success. The position can start immediately or after the 2023 tax busy season. For more information, contact Austin Hemphill at View phone number on click.appcast.io *246 or send your resume to View email address on click.appcast.io for a confidential discussion. Job Number 9107AH. The Right Match - The First Time Your confidentiality is our priority; Hemphill will not forward your resume without your approval. Hemphill has been voted “Best Employment Firm” by Omaha’s Business Leaders & B2B Magazine for multiple years, including 2023 and 2024. We are also an Omaha Chamber of Commerce Top 25 – “ Excellence in Business Award Winner ” for our growth and commitment to quality. #J-18808-Ljbffr Hemphill Search Group, Inc.
- About the RoleThe Multi-Office Leader, known internally as an Area... ...’ll lead and develop Tax Professionals and... ...expert guidance, and create a welcoming, confident... ...experience Drive adoption of new client experience... ...meaningful impact. We invest in your well-being through...Work at officeTaxWork experience placementSeasonal workNight shiftAfternoon shift
- ...of the worlds top tax firms. Enjoy a collaborative... ...technologies to create innovative tax... ...more important than investing in our culture because... ...advisor to family offices on strategic, operational... ...services for multi-generational family... ...identifying and pursuing new potential client...Work at officeTaxLocal area
$76.6k - $157.2k
...Summary Tax Campaign Marketer... ...in exciting new directions. At... ...brand equity to create undeniable impact... ...that outlines multi-touch activation... ...to leaders and their teamsExperience... ...firmMicrosoft Office Suite skills (e... ...through our own investments, commitments, and...Work at officeTaxLocal area$125k - $145k
...participates in firm initiatives and... ...Wealth’s (FPW) investment philosophy... ...best practices Create, edit, and present... ...recommendations, tax loss harvesting... ...to develop new business independently... ...management, family office, and business... ...Focus, a business division of Focus...Work at officeTaxTemporary workLocal area$50k - $60k
...Staffing Our Omaha-based family office firm is seeking a part-time Investment Consultant (CFA) to lead... ...Responsibilities: Design and optimize multi-asset (equities, fixed... ...and due diligence on new investment opportunities,... .... Manager, Corporate Tax: Banking/Insurance/...Work at officeTaxFull timePart timeRemote workFlexible hours$50k
...financial services firm where your... ...associates, a home-office team and other regional... ...Canada than any other investment firm, serving over... ...relationships to create new clients via face-... ...plan, and tax-advantaged accounts... ...effort you put in A multi-faceted compensation...Work at officeTaxWork from homeHome officeFlexible hours$50k
Sower Investment Partners is seeking a Tax Lien Operations Specialist to... ...verticals. The firm serves as sponsor... ...investment partner to a family of investment... ...research on new counties and update... ...with the ability to multi-task in a fast-... ...command of Microsoft Office Suite including...Work at officeTaxFull time$27 - $41 per hour
...Experts in one of our new TurboTax locations... ...combines tax expertise, entrepreneurial... ...involving business income, investments, or amendments. \... ...and resources, to create consistent... ...transaction into a loyal, multi-year relationship.... ...at a TurboTax office location, primarily...Work at officeTaxLocal areaMonday to Friday$100.35k - $205k
...creative federal tax professional... ...support system from firm leadership to... ...department to create greater impact... ...practice/primary office if eligible to... ...our own investments, commitments, and... ...employees to senior leaders, we believe... ...opportunities to build new skills, take on...Work at officeTax- ...Tax ManagerLutz is a business solutions firm, partnering with customers to provide... ...From working with family-owned businesses to... ...deadlinesProficiency in Microsoft Office, especially Excel,... ...softwareBenefits:Investments &... ...| Profit-Sharing | New Client Referral Incentives...Work at officeTaxTemporary workLocal area
- ...business solutions firm, partnering with customers... ...and payroll to creating tailored financial... ...Collaborate with tax, audit, and advisory... ...BENEFITS Investments & Incentives Competitive... ...| Profit-Sharing | New Client Referral Incentives... ...| Social Events | Family Outings...Work at officeTaxFull timeTemporary work
- ...isn’t just another firm—it’s a movement. Our... ...world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken... ..., families, family offices, foundations, and endowments... ...with advisors, tax professionals, and...Tax
- BDO USA is searching for a Tax Senior Manager in Omaha, Nebraska, to lead within the Private Client & Family Office Services group. This role involves providing exceptional client service and supervising a team, while also building a robust practice. The ideal candidate...Work at officeTax
$45k - $100k
...OpportunityJoin a financial services firm where your... ...branch team, a home-office team and other regional... ...Canada than any other investment firm, serving over eight... ...Build relationships to create new clients via face-to-face... ...k retirement plan, and tax-advantaged accounts: health...Work at officeTaxTraineeshipLocal areaWork from homeHome officeFlexible hours$85k - $90k
...Description Tax Operations Manager... ...time, in office leadership... ...seasons • Lead a multi office team... ...people leader who enjoys developing... ...issues, and creating structure in... ...training for new and existing... ..., and firm specific procedures... ...founded and family owned company...Work at officeTaxFull timeSeasonal workWork from home- ...business solutions firm, partnering with customers... ..., providing expert tax, audit, and... ...From working with family-owned businesses to... ...Proficiency with Microsoft Office Suite and audit... ...BENEFITS Investments & Incentives Competitive... ...| Profit-Sharing | New Client Referral Incentives...Work at officeTaxFull timeTemporary work
$215k - $270k
...practice within our firm. Offering a high... ..., their families, family offices, C‑Suite executives... ...with complicated tax and financial structures... ...training Build new relationships and... ...by BDO through investments in company stock... ...to middle‑market leaders by sharing insight...Work at officeTaxPrivate practice$26 - $27.5 per hour
...residential Property Management – multi-family experience is required - (income restricted/tax credit). This role is contract... ...their satisfaction. ~- Ensures office procedures are followed and... ...all backgrounds. We believe in creating an inclusive environment where talent...Work at officeTaxContract workFor contractorsLocal areaImmediate startMonday to Friday$36 - $42 per hour
...NEW GRAD Registered Nurse (RN) - Part-Time Days... ...plan coordinator for the multi-disciplinary team in the... ...pertaining to patients and their family members. The Registered... ...with Microsoft Office Suite Full-time benefits... ...Indemnity Insurance. ~ Pre-tax Savings Accounts for all...Work at officeTaxFull timeTemporary workPart time- ...CPA Firm Office Manager West Omaha Be the Heart of a Growing, People-First Firm Great opportunity... ...wearing multiple hats, thrives in creating an exceptional client experience, and... ...they retire. Responsibilities Gather tax documents from clients and proactively...Work at officeTax
- Overview JOB DESCRIPTION The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with assisting... ...on the client relationship team; developing new business and working with the business...Work at officeTax
- ...one of the worlds top tax firms. Enjoy a collaborative... ...-edge technologies to create innovative tax solutions... ...more important than investing in our culture because... ...worth individuals and Family Offices Serve as the trusted advisor... ...and help build new relationships with key...Work at officeTaxPrivate practiceLocal area
$100.35k - $205k
...experienced federal tax professional who... ...receive support from firm leadership as you grow... ...practice/primary office if eligible to sit... ...as through our own investments, commitments, and actions... ...to senior leaders, we believe there’s... ...opportunities to build new skills, take on...Work at officeTaxLocal areaVisa sponsorship- ...Tax DirectorLutz is a business solutions firm, partnering with customers to provide expert advisory... ...touch. From working with family-owned businesses to... ...maintaining high quality.Benefits:Investments & Incentives: Competitive... ...| Profit-Sharing | New Client Referral Incentives...Work at officeTaxTemporary workLocal area
$68k - $87.5k
...loan closer, which includes closing retail, industrial, multi-family and office transactions? Our Investment Mortgage real estate team is growing. In this role... ...reports, flood determinations, certificates of occupancy, tax bills, contracts, commercial title and survey,...Work at officeTaxWork from homeHome office- ...Consulting Services Firm focusing on... ...Division, Omaha District... ...Microsoft Office Products (... ...Ability to multi-task and pay... ...strive to create a challenging... ...as a team leader Leadership... ...ProSidian, we invest in our... ...Benefits, Pre-tax Employee... ...with each new client that...Work at officeTaxFull timeContract workTemporary workFor contractorsH1bLocal areaFlexible hours
- ...a technical leader and people manager... ...with new and extraordinary... ...the time to invest in our people... ...communication skills to create dynamic... ...Omaha is an office of... ...large, national firm that gives stability... ...(FSA) - Pre-tax savings for... ...holidays per year.Family Building...Work at officeTaxFull timeTemporary workCasual workLocal areaFlexible hours
$50 - $85 per hour
...Planner to help individuals and families achieve their financial... ...’ financial situations, create personalized plans, and guide... ...expertise in retirement planning, investment strategy, tax optimization, and risk... ...software and Microsoft Office Competitive hourly pay: $5...Work at officeTaxHourly payRemote workFlexible hours- ...Full-Time | In-Office Be the Welcoming... ...and help create a welcoming, professional... ...Assist with new client onboarding... ...& Alternative Investment Support Assist... ...information in the firm's CRM. Enter... ...management, family office services,... ...exit planning, and tax. We are a...Work at officeTaxFull time
$61k - $119k
...· Education Funding · Investment & Advisory Services · Trust... ...goals like opening an office, joining a... ...client base by making new connections, maintaining... ...benefits at every stage of family planning #LI-OnsiteQualifications... ...3 for income tax purposes, and a statutory...Work at officeTaxFull timeContract workFor contractors
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