Job Description
Job Description
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 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
- 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
- 2–4+ 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:
- 40–45 hours per week outside tax season
- Peak weeks up to ~50-55 hours, significantly lighter than many public accounting environments