field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

city

state

<h3>Job Description</h3>
Job Description
We’re looking for a driven, strategic, and team-oriented CPA to join our dynamic team in Plano, TX. If you’re passionate about tax strategy, client success, and leading high-performing teams, this opportunity is built for you.
Key Responsibilities:
<ul>
<li>
Lead and oversee tax planning and strategy for a diverse client base, including high-net-worth individuals and small businesses.
</li>
<li>
Manage end-to-end tax preparation and review processes.
</li>
<li>
Supervise and mentor a small team of tax professionals and support staff.
</li>
<li>
Develop and implement streamlined accounting procedures and workflow enhancements.
</li>
<li>
Collaborate with leadership to drive client success and maintain the firm’s high standards of service.
</li>
<li>
Build strong client relationships through proactive communication and thoughtful financial insights.
</li>
</ul>
Qualifications:
<ul>
<li>
Active CPA license in the State of Texas (required).
</li>
<li>
Minimum 3 years of experience in tax planning, accounting, and preparation.
</li>
<li>
Proven leadership and team management skills — ability to coach, delegate, and inspire.
</li>
<li>
Strong knowledge of federal and state tax codes, compliance, and regulations.
</li>
<li>
Excellent communication and organizational abilities.
</li>
<li>
Proficiency in tax software and accounting platforms.
</li>
</ul>
Why Join Us:
<ul>
<li>
Work with a forward-thinking, supportive firm that values expertise and innovation.
</li>
<li>
Leadership opportunities with autonomy and career growth potential.
</li>
<li>
Competitive compensation and benefits package.
</li>
<li>
Collaborative team environment with a strong focus on client impact and professional development.
</li>
</ul>
Ready to make a difference? Submit your resume and a brief cover letter and take the next step in your career with a firm that values leadership, vision, and integrity.
Company DescriptionPeter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries. The company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment. 
<h3>Company Description</h3>
Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries.\r\n\r\nThe company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.

Certified Public Accountant (CPA) - Tax Strategy & Team Leadership

<h3>Job Description</h3>
Job Description
Are you a detail-oriented CPA/EA with a passion for helping clients navigate complex tax laws and make smart financial decisions? We’re looking for a skilled Certified Public Accountant or Enrolled Agent to join our team and take a lead role in tax preparation and financial advisory services for a diverse client base. This is an amazing opportunity for a well spoken, well groomed individual with an attitude of service.
About the Role:
As a CPA or EA at Alpina Tax &amp; Accounting Services, LLC you'll work directly with individuals, small businesses, and corporations, delivering expert tax preparation and strategic financial advice. This is a client-facing role that requires a balance of technical accuracy, business acumen, and excellent communication.
Key Responsibilities Include but Not Limited To:
<ul>
<li>
Prepare and review individual, business, and corporate tax returns (federal, state, and local)
</li>
<li>
Review clients books and records live and after the fact
</li>
<li>
Review staff accountant work and provide feedback, training, etc...
</li>
<li>
Provide proactive tax planning and compliance support
</li>
<li>
Advise clients on financial decisions, entity structuring, and risk mitigation
</li>
<li>
Analyze financial data and develop customized financial strategies
</li>
<li>
Stay current with tax law changes and regulatory updates
</li>
<li>
Support audits, respond to IRS notices, and represent clients when necessary
</li>
<li>
Collaborate with internal teams to deliver high-quality service
</li>
</ul>
✅ Requirements:
<ul>
<li>
Active CPA license or Enrolled Agent (required)
</li>
<li>
10+ years of experience in tax preparation and financial advisory
</li>
<li>
Strong understanding of federal and state tax codes and regulations
</li>
<li>
Proficient in Thomson Reuters Products such as UltraTax, FileCabinet and Practice Management
</li>
<li>
Knowledge of Quickbooks Desktop and Online
</li>
<li>
Excellent communication, problem-solving, and organizational skills
</li>
<li>
Ability to manage multiple priorities and meet deadlines
</li>
</ul>
What We Offer:
<ul>
<li>
Supportive and collaborative work environment
</li>
<li>
Opportunities for growth and advancement
</li>
<li>
Flexible scheduling and remote work options
</li>
<li>
Ongoing training and continuing education reimbursement
</li>
<li>
Work-life balance you can count on
</li>
</ul>
Benefits:
<ul>
<li>
Health, Dental &amp; Vision Insurance
</li>
<li>
401(k) with Employer Matching
</li>
<li>
Generous Paid Time Off (PTO) &amp; Holidays
</li>
<li>
Flexible Scheduling &amp; Remote Work Options
</li>
<li>
Continuing Education &amp; CPA License Support
</li>
<li>
Annual Performance Bonuses
</li>
</ul>
**Only those with prior tax practice experience should apply for this position **

We are hiring: Certified Public Accountant (CPA) / Enrolled Agent (EA)

<h3>Job Description</h3>
At ERCOT, our diverse and dynamic work environment provides a platform on which employees can work together to build the future of the Texas power grid and wholesale market utilizing the latest technologies and resources. We encourage you to join our talented, dedicated workforce to develop world-class solutions for today and tomorrow's energy challenges while learning new skills and growing your career. ERCOT is committed to fostering inclusion at all levels of our company. It is the cornerstone of our corporate values of accountability, leadership, innovation, trust, and expertise. We know that individuals with a wide variety of talents, ideas, and experiences propel the innovation that drives our success. An inclusive and diverse workforce strengthens us and allows for a collaborative environment to solve the challenges that face our industry today and in the future. JOB SUMMARY Partners with the organization to identify internal controls, assess those controls, consider compliance risks, and conduct remediation to ensure compliance with Federal Energy Regulatory Commission orders, North American Reliability Corporation Reliability (NERC) Standards, Regional Reliability Standards, ERCOT Protocols and Operating Guides, and corporate objectives ("requirements"). Works closely with ERCOT personnel to identify the documentation and other controls related to the various requirements. Ensures policies and procedures are in place to demonstrate compliance with requirements. Acts as the primary liaison between the organization's staff, regulatory agencies, and external auditors. Assists with audits, training, and projects as assigned. JOB DUTIES
<ul>
<li>Understands and applies principles, theories and concepts related to the profession and ERCOT's culture.</li>
<li>Exercises judgment within defined procedures and practices to determine appropriate action.</li>
<li>Impact is generally limited to specific assignments or projects.</li>
<li>May respond to inquiries and/or provide assistance and/or guidance to lower level workers.</li>
</ul>
ADDITIONAL JOB DUTIES Level Senior - Above +
<ul>
<li>Requires strong analytical and problem-solving skills in order to identify compliance risks and develop effective solutions.</li>
<li>Uses compliance methods and tools to monitor and report on compliance with requirements.</li>
<li>Acts as a resource to advise, and may at times, lead the work of process owners to improve processes and compliance posture.</li>
<li>Works with affected groups to develop, implement, and manage routine operations reports relevant to documenting and demonstrating performance compliance to requirements.</li>
<li>Assists business process owners with oversight of remediation of issues resulting from internal and external audits, compliance investigations, and control assessments.</li>
<li>Prepares ERCOT staff and documentation for NERC, Texas RE, and other external audits; maintains documentation of business processes and related internal controls; participate in the audits as needed.</li>
<li>Develops, manages, or maintains analysis between existing and revised requirements, and ERCOT policies, business processes, and procedures.</li>
<li>Supports personnel and/or represents ERCOT with NERC and Regional Standards Committee through participation on drafting teams or submission to development efforts.</li>
<li>Develops or monitors recommendations providing guidance on NERC standards and ERCOT Regional Reliability standards directly impacting ERCOT systems, capabilities and reliability.</li>
<li>Participates in activities of developing or revising standards, protocols, and operating guides' provisions with the ERCOT committees, TAC, ROS, WMS, and PRS as needed.</li>
<li>Coordinates and communicates on standards, protocols, and operating guides' provisions with the ERCOT TAC, ROS, WMS, PRS, and Board as needed.</li>
<li>Develops and manages the process to collect and submit ERCOT feedback on standards postings.</li>
<li>Evaluates and maintains the relevance of traces from Protocols, Operating Guides, NERC Standards, and corporate objectives to other ERCOT documentation.</li>
<li>Facilitates the development of internal training about external audits, and associated business processes and controls.</li>
<li>Assists with coordination of external audits, including acting as a primary liaison between ERCOT staff and the auditors</li>
<li>Updates compliance tools, track effort and progress of audits and investigations, and manages library of audit documentation</li>
</ul>
EXPERIENCE
<ul>
<li>Requires minimum 5 years job related work experience in excess of degree requirements</li>
<li>Prefer experience with information technology concepts and processes.</li>
<li>Prefer experience with cyber security concepts and processes.</li>
</ul>
EDUCATION
<ul>
<li>Bachelor's Degree : Engineering, Computer Science, Business, Accounting, Auditing or related field (Required)</li>
<li>or a combination of education and experience that provides equivalent knowledge to a major in such fields is required</li>
</ul>
CERTIFICATION
<ul>
<li>PE Professional Engineer (Preferred)</li>
<li>CPA Certified Public Accountant (Preferred)</li>
<li>CICA Certified Internal Controls Auditor (Preferred)</li>
<li>CIA Certified Internal Auditor (Preferred)</li>
<li>CISSP Certified Information Systems Security Professional (Preferred)</li>
<li>CCEP Certified Compliance Ethics Professional (Preferred)</li>
</ul>
WORK LOCATION - Taylor, TX:
<ul>
<li>Employees will be required to be on-site in Taylor, TX at minimum 2 days per week, or more, as needed based on the business needs as determined by management</li>
<li>On-site schedules are flexible or may be rotated based on business needs as determined by the Manager</li>
<li>Remote work is required to be performed from your Texas residence.</li>
<li>Employees may opt to work on-site more than required or 100% of the time</li>
</ul>
The foregoing description reflects the minimum qualifications and the essential functions of the position that must be performed proficiently with or without reasonable accommodation for individuals with disabilities. It is not an exhaustive list of the duties expected to be performed, and management may, at its discretion, revise or require that other or different tasks be performed as assigned. This job description is not intended to create a contract of employment with ERCOT. Both ERCOT and the employee may exercise their employment-at-will rights at any time. ERCOT is firmly committed to equal employment for all qualified persons without regard to race, sex, medical condition, religion, age, creed, national origin, citizenship status, marital status, sexual orientation, physical or mental disability, ancestry, veteran status, genetic information or any other protected category under federal, state or local law. Expected Salary Range: $95,978 - $163,166

Compliance Analyst Sr

<h3>Job Description</h3>
Job DescriptionGHJ is looking for a Tax Senior Associate WHY we get up in the morningAt GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.&nbsp;WHAT we believeWe believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future.&nbsp;HOW we succeedWe are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success). Summary of Role:At GHJ, our Tax Practice is comprised of over 100 professionals, the majority of whom have post-graduate degrees in tax, law or business and have previously worked with “Big Four” accounting firms. Our dedicated tax team is specifically trained in dealing with complex tax issues for privately held businesses, including federal, state and local tax strategies, tax credit maximization, estate planning and international matters. We work with our clients to find appropriate solutions to maximize tax benefits and savings, providing sophisticated advice tailored for each client. We also provide our clients with the added bonus of having access to tax and industry resources that highlight emerging trends and inspire thoughtful discussions amongst peers and industry leaders through our events, blogs and publications. Our team prides itself on its ability to understand the strategic vision of our clients and work toward common goals while maintaining the proper level of independence. We see ourselves as more than just tax accountants; we want to be true advisors and collaborators with our clients. This position is a unique opportunity with tremendous growth potential for the right candidate. We are developing a high net worth (HNW) practice to address the needs of current and future clientele with strategic wealth preservation and planning opportunities. This position would be ideal for a candidate that wants to directly impact the growth of a specialized niche within an existing tax practice.&nbsp;You will be responsible for:
<ul>
<li>Review tax information submitted by client for completeness; meet with or call clients with questions.</li>
<li>Possesses knowledge of tax regulations in order to answer clients' questions.</li>
<li>Prepare or Review personal tax returns of various complexities Prepare or Review corporate, partnership, and S-CORP returns.</li>
<li>Prepare or Review amended returns of any variety and complexity.</li>
<li>Prepare or Review personal tax projections.</li>
<li>Respond to tax notices of any sort and preparation of initial drafts of any letters required.</li>
<li>Perform tax research projects.</li>
<li>Complete S-election and requests for accounting changes, as required.</li>
<li>Make adjusting entries and complete trial balances in order to prepare a tax return.</li>
<li>Prepare tax accruals as may be required in preparing corporate tax returns.</li>
<li>Works with confidential client matters; requires ability to keep matters confidential.</li>
</ul>
What we need from you:
<ul>
<li>Excellent oral &amp; written communication skills.</li>
<li>Strong interpersonal skills, including proven experience liaising with clients.</li>
<li>Self-starter with the ability to work independently and use good judgment.</li>
</ul>
What skills &amp; experience you’ll bring to us:
<ul>
<li>At least 3 years of experience in preparing individual, corporate and partnership tax returns including complex and specialized tax returns in compliance with individual and business federal and multi-state tax returns and at least one (1) year experience using computerized tax preparation, tax planning and tax research software.&nbsp;</li>
<li>Requires a Bachelors’ degree in Accounting, Business, or related degree.&nbsp;</li>
<li>Must also hold either a current and valid certified public accountant's license, or be working toward obtaining the license by taking and passing the California State CPA exam.&nbsp;</li>
</ul>
Seven decades, overriding focus: our people and our clients.GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, the firm has 22 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success.We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide.&nbsp;GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $87,000 to $107,000. Equal Employment OpportunityGHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers. #LI-JN1&nbsp;

Tax Senior Associate

<h3>Job Description</h3>
Job DescriptionSenior AccountantJob Type: Temporary (12+ months with possibility of extension) Pay Rate: $34/hour Location: On-site (Poughkeepsie, NY) | Monday-Friday, 8:30am-5:00pmJob OverviewMadison Approach Staffing is recruiting for a Senior Accountant to join our client's Finance Department. Our client is a large healthcare organization seeking an experienced accounting professional to maintain books and records with limited supervision in accordance with Generally Accepted Accounting Principles (GAAP). This role is responsible for preparing financial statements from statistical and financial data, reconciliations, supporting schedules, and reports for the hospital and related subsidiaries. The ideal candidate will manage month-end close processes, prepare internal and external reporting, assist with budgets and tax returns, and maintain accurate general ledger and balance sheet audit worksheets. This is a long-term temporary assignment of 12+ months with strong possibility of extension.Key Responsibilities
<ul>
<li>Prepare and review analysis of multiple monthly and annual financial statements; participate in month-end financial close review meetings within preset timeframes</li>
<li>Maintain accurate and timely general ledger and balance sheet audit worksheets ensuring compliance with GAAP standards</li>
<li>Book monthly journal entries, both recurring and non-routine, including accruals and prepaid expense analysis</li>
<li>Manage internal and external reporting including all financial surveys, IRS forms, pools, and cash receipts assessments</li>
<li>Assist in annual budget preparation and ICR (Indirect Cost Rate) preparation reporting as needed</li>
<li>Compile supporting schedules for annual tax returns including Form 990s, 1120s, and CHAR500s; ensure timely compliance and filing</li>
<li>Assist with preparation of Consolidated Fiscal Report for Special Needs Preschool programs</li>
<li>Analyze monthly expense and FTE budget variances and prepare variance explanations</li>
<li>Monitor capital leases and all debt obligations of the facility; reconcile related long-term and short-term liability accounts</li>
<li>Prepare and update monthly schedule of Property, Plant and Equipment acquisitions and disposals with estimated depreciation calculations</li>
<li>Maintain effective communications between hospital departments to ensure Finance-related issues are addressed promptly</li>
<li>Refer unresolved matters to management as appropriate with supporting documentation and analysis</li>
<li>Monitor and maintain key data, tables, and interfaces/templates for key financial information systems</li>
<li>Reconcile cash receipts and disbursements daily requiring verification to General Ledger and bank support documentation</li>
<li>Prepare weekly cash disbursement outflow reports for cash reporting and forecasting purposes</li>
<li>Perform other accounting and finance duties as assigned by management</li>
</ul>
Required Skills &amp; Experience
<ul>
<li>Education: Bachelor's degree in Accounting required</li>
<li>Experience: 3-5 years of accounting experience; healthcare setting preferred but not required</li>
<li>GAAP Knowledge: Strong understanding of Generally Accepted Accounting Principles and financial reporting standards</li>
<li>Financial Analysis: Strong financial analysis skills with ability to interpret complex financial data and prepare variance analyses</li>
<li>Computer Proficiency:Complex computer skills required including:
<ul>
<li>Microsoft Excel (advanced functions including pivot tables, VLOOKUP, complex formulas)</li>
<li>Microsoft Word for professional documentation</li>
<li>Microsoft PowerPoint for presentations</li>
<li>Microsoft Access for database management</li>
<li>Microsoft Outlook for communication and calendar management</li>
<li>Power BI for data visualization and reporting</li>
</ul>
</li>
<li>Multi-tasking: Ability to prioritize multiple projects and meet strict deadlines in fast-paced environment</li>
<li>Organization: Excellent organizational skills with strong attention to detail and accuracy</li>
<li>Communication: Excellent written and verbal communication skills for cross-department collaboration</li>
<li>Problem-Solving: Analytical mindset with ability to identify issues and develop solutions independently</li>
</ul>
Preferred Skills &amp; Experience
<ul>
<li>Certified Public Accountant (CPA) license</li>
<li>Experience with Veradigm (formally known as Allscripts/McKesson) healthcare financial system</li>
<li>Experience with Strata healthcare decision support system</li>
<li>Think-Cell PowerPoint software proficiency for creating financial presentations</li>
<li>Prior experience in hospital or healthcare organization accounting</li>
<li>Experience with consolidated financial reporting</li>
<li>Knowledge of healthcare-specific regulations and reporting requirements</li>
<li>Experience with tax return preparation for nonprofit organizations (Form 990, CHAR500)</li>
<li>Familiarity with capital lease accounting and debt covenant compliance</li>
<li>Experience with fixed asset accounting and depreciation schedules</li>
<li>Understanding of ICR (Indirect Cost Rate) calculations and submissions</li>
</ul>
Work Schedule &amp; Details
<ul>
<li>Full-time position: Monday through Friday, 8:30am - 5:00pm</li>
<li>On-site position </li>
<li>Long-term temporary assignment: 12+ months with strong possibility of extension</li>
<li>Sedentary work environment involving sitting most of the time with occasional walking and standing</li>
<li>Requires lifting no more than 10 pounds and occasionally carrying light objects</li>
<li>Collaborative finance department environment with exposure to hospital operations</li>
<li>Participation in month-end close processes with specific deadline requirements</li>
</ul>
To Apply: Please submit your resume to Madison Approach Staffing. Only qualified candidates will be contacted for interview consideration.

Senior Accountant

<h3>Job Description</h3>
Job Description
Senior Legal Billing Coordinator (EA / CPA / Licensed Bookkeeper)
Morgan Legal Group, P.C. | New York, NY
About Us
Morgan Legal Group, P.C. is a respected and rapidly growing law firm dedicated to delivering high-quality legal services in a client-focused environment. Our firm prides itself on professionalism, accuracy, and integrity. We are seeking an experienced Senior Legal Billing Coordinator with strong Accounts Receivable expertise to join our Billing Department and support firm-wide billing accuracy, compliance, and financial performance.
Position Overview
The ideal candidate will have 3+ years of legal billing and/or accounts receivable experience, exceptional attention to detail, and a thorough understanding of law firm billing processes. Licensure as an Enrolled Agent (EA), Certified Public Accountant (CPA), or Licensed Bookkeeper is strongly preferred. This role is integral to maintaining billing accuracy, managing receivables, and supporting both attorneys and clients with professional, timely communication.
 
Key Responsibilities
<ul>
<li>Prepare, review, and finalize accurate client invoices in accordance with engagement letters, billing guidelines, and time entries</li>
<li>Manage Accounts Receivable (A/R), including monitoring aging reports and proactively following up on outstanding balances</li>
<li>Maintain accurate billing and financial records, ensuring data integrity and compliance</li>
<li>Collaborate with attorneys, paralegals, and administrative staff to resolve billing discrepancies and clarify client-specific arrangements</li>
<li>Respond promptly and professionally to client billing inquiries</li>
<li>Process billing adjustments, write-offs, refunds, and credit memos as needed</li>
<li>Ensure compliance with firm billing policies, client requirements, and applicable regulations</li>
<li>Support monthly, quarterly, and year-end financial reporting through accurate invoice processing</li>
<li>Handle confidential client and financial information with discretion and professionalism</li>
</ul>
 
Qualifications
<ul>
<li>Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred</li>
<li>Active licensure as an Enrolled Agent (EA), Certified Public Accountant (CPA), or Licensed Bookkeeper strongly preferred</li>
<li>Minimum 3 years of legal billing, accounts receivable, or finance experience in a law firm or professional services environment</li>
<li>Proficiency in Microsoft Office Suite, particularly Excel, and billing/accounting software such as Clio, QuickBooks, SAP, or similar systems</li>
<li>Experience with legal billing systems, e-billing platforms, and LEDES formats strongly preferred</li>
<li>Exceptional attention to detail with strong analytical and reconciliation skills</li>
<li>Excellent written and verbal communication skills with a professional, client-focused approach</li>
<li>Ability to prioritize, manage multiple deadlines, and work effectively in a fast-paced environment</li>
<li>Proactive problem-solver with strong organizational skills</li>
</ul>

Senior Legal Billing Coordinator (EA / CPA / Licensed Bookkeeper)

<h3>Job Description</h3>
Job Description
Are you driven by purpose, energized by a close-knit team, and committed to delivering exceptional results? At Revolution Group, LLC, we’re looking for a Tax Strategist ready to elevate our client experience and support a firm that’s redefining wealth management through strategy, innovation, and access to exclusive private investments.
At Revolution Group, we’re intentionally different. Based in Omaha, NE, we combine sophisticated financial planning with unique private investment opportunities—from real estate to private equity—that set us apart. If you enjoy working collaboratively, value precision, and want a role that offers both flexibility and purpose, you’ll feel right at home here.
Who We Are:
Revolution Group, LLC isn’t just another firm; it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter.
We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and a legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team.
What You’ll Do:
<ul>
<li>Core Responsibilities and Standards: Uphold and embody the company’s core purpose, values, and ethical standards, with a focus on continuous improvement. Stay current on changes in tax laws, regulations, and trends in wealth management and financial planning, ensuring our approaches remain both innovative and practical.</li>
<li>Client Service and Wealth Management: Support the Tax Manager inbuilding and maintaining strong, trusted relationships with high-net-worth clients, gaining a deep understanding of their financial goals and needs. Anticipate client needs and emerging tax trends to help prepare client reviews. Work closely with the wealth management team to recommend strategies for tax optimization, investment planning, retirement planning, and wealth preservation, integrating innovative ideas where appropriate. </li>
<li>Tax Compliance and Financial Planning: Support thepreparation and review of individual and business tax returns with accuracy and compliance, ensuring they support clients’ long-term financial goals. Maintain compliance with tax laws, regulations, and firm standards. </li>
<li>Teamwork: Support and collaborate with the CEO/Founder, COO, and wealth management team to advance the firm’s vision, bringing both innovation and practical expertise to our efforts.</li>
</ul>
What You Need: 
<ul>
<li>Knowledge: Bachelor’s degree in Accounting, Finance, or a related field. Minimum two (2) years of experience in a tax-related role, such as Tax Accountant, Tax Associate, Tax Advisor, or similar role. A Certified Public Accountant (CPA) designation, CPA candidate, or Enrolled Agent (EA) is highly preferred.</li>
<li>Skills: Strong knowledge of federal and state tax laws and regulations. Proficiency in tax preparation software, financial planning tools, and Microsoft Excel. Excellent communication, analytical, and interpersonal skills. Ability to collaborate effectively with wealth management professionals and thrive in a dynamic, results-oriented environment.</li>
<li>Ability: This role is onsite in Omaha, NE, located just off 680 and Dodge. The position requires the ability to pass a felony misdemeanor background check. </li>
</ul>
Ready to step up? Apply today to join our team as a Tax Strategist. Let’s create something extraordinary! 
 #hc211701

7,997 certified-public-accountant-cpa- Jobs